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 | Optimized Equity Income ETF · OEI | 68% | 0.75% | — |
| 2 | iShares S&P 100 ETF · OEF cheaper | 68% | 0.20% | BlackRock Fund Advisors |
| 3 | iShares Russell Top 200 ETF · IWL cheaper | 67% | 0.15% | BlackRock Fund Advisors |
| 4 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 66% | 0.36% | Voya Investments, LLC |
| 5 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 66% | 0.05% | The Vanguard Group, Inc. |
| 6 | VistaShares Target 15 S&P 100 Distribution ETF | 65% | — | — |
| 7 | AVIP BlackRock Advantage Large Cap Core Portfolio diff. adviser | 63% | 0.70% | CONSTELLATION INVESTMENTS INC |
| 8 | FT Vest Total Return Income Fund: Series A2 | 63% | — | — |
| 9 | SGI Enhanced Market Leaders ETF · LDRX | 63% | 0.59% | — |
| 10 | FT Vest Total Return Income Fund: Series A3 | 62% | — | — |
| 11 | Global Atlantic BlackRock Disciplined Core Portfolio diff. adviser | 62% | 0.51% | Global Atlantic Investment Advisors, LLC |
| 12 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 62% | 1.07% | Lincoln Financial Investments Corporation |
| 13 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 62% | 0.20% | Invesco Capital Management LLC |
| 14 | ProShares S&P 500 Ex-Health Care ETF · SPXV cheaper diff. adviser | 61% | 0.09% | PROSHARE ADVISORS LLC |
| 15 | Alpha Architect US Equity 2 ETF · AAEQ cheaper | 61% | 0.15% | — |
| 16 | Nuveen S&P 500 Buy-Write Income Fund | 61% | — | — |
| 17 | FT Vest Total Return Income Fund: Series A4 | 61% | — | — |
| 18 | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 60% | — | — |
| 19 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 60% | 0.02% | Charles Schwab Investment Management, Inc. |
| 20 | iShares ESG Select Screened S&P 500 ETF · XVV cheaper | 60% | 0.08% | BlackRock Fund Advisors |
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