Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 68% | 0.05% | The Vanguard Group, Inc. |
| 2 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 68% | 1.07% | Lincoln Financial Investments Corporation |
| 3 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 68% | 0.20% | BlackRock Fund Advisors |
| 4 | Gateway Equity Call Premium Fund · GCPAX, GCPCX, GCPYX, GCPTX, GCPNX cheaper diff. adviser | 67% | 0.63% | Natixis Advisors, LLC |
| 5 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 67% | 0.15% | BlackRock Fund Advisors |
| 6 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 67% | 0.36% | Voya Investments, LLC |
| 7 | Optimized Equity Income ETF · OEI cheaper | 67% | 0.75% | — |
| 8 | Gateway Fund · GATEX, GTECX, GTEYX, GATTX, GTENX cheaper diff. adviser | 66% | 0.65% | Natixis Advisors, LLC |
| 9 | Invesco S&P 500 QVM Multi-Factor ETF · QVML cheaper diff. adviser | 66% | 0.11% | Invesco Capital Management LLC |
| 10 | VistaShares Target 15 S&P 100 Distribution ETF | 66% | — | — |
| 11 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 64% | 0.20% | Invesco Capital Management LLC |
| 12 | FT Vest Total Return Income Fund: Series A2 | 64% | — | — |
| 13 | Alpha Architect US Equity ETF · AAUS cheaper | 64% | 0.15% | — |
| 14 | VANGUARD LARGE-CAP INDEX FUND · VLACX, VLCAX, VLISX, VV cheaper diff. adviser | 63% | 0.03% | The Vanguard Group, Inc. |
| 15 | Alpha Architect US Equity 2 ETF · AAEQ cheaper | 63% | 0.15% | — |
| 16 | Aptus Drawdown Managed Equity ETF · ADME cheaper diff. adviser | 63% | 0.79% | Aptus Capital Advisors, LLC |
| 17 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 63% | 0.02% | Charles Schwab Investment Management, Inc. |
| 18 | FT Vest Total Return Income Fund: Series A3 | 63% | — | — |
| 19 | Victory S&P 500 Index Fund · MUXAX, MUXRX, MUXYX cheaper diff. adviser | 63% | 0.43% | Victory Capital Management Inc. |
| 20 | Fidelity SAI U.S. Large Cap Index Fund · FLCPX cheaper diff. adviser | 63% | 0.01% | Fidelity Management & Research Company LLC |
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