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 | 47% | 0.05% | The Vanguard Group, Inc. |
| 2 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 47% | 0.18% | — |
| 3 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 47% | 0.09% | — |
| 4 | Optimized Equity Income ETF · OEI | 47% | 0.75% | — |
| 5 | NYLI S&P 500 Index Fund · MYSPX, MSXAX, MSPIX, MSXMX cheaper diff. adviser | 47% | 0.21% | New York Life Investment Management LLC |
| 6 | S&P 500 Index Fund · SPFIX, SPXKX cheaper | 46% | 0.42% | CCM Partners, LP. dba Shelton Capital Management |
| 7 | FT Vest Total Return Income Fund: Series A2 | 46% | — | — |
| 8 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 46% | 0.98% | HORIZON INVESTMENTS LLC. |
| 9 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX diff. adviser | 46% | 1.00% | Crossmark Global Investments, Inc. |
| 10 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 46% | 0.15% | BlackRock Fund Advisors |
| 11 | Pacer PE/VC ETF · PEVC diff. adviser | 46% | 0.85% | Pacer Advisors, Inc. |
| 12 | FT Vest Total Return Income Fund: Series A3 | 46% | — | — |
| 13 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 46% | 0.36% | Voya Investments, LLC |
| 14 | FT Vest Total Return Income Fund: Series A4 | 45% | — | — |
| 15 | CYBER HORNET S&P 500 · INDEX cheaper diff. adviser | 45% | 0.25% | CYBER HORNET ETFs, LLC |
| 16 | THRIVENT LARGE CAP INDEX PORTFOLIO cheaper diff. adviser | 45% | 0.23% | Thrivent Financial for Lutherans |
| 17 | AVIP S&P 500 Index Portfolio cheaper diff. adviser | 45% | 0.38% | CONSTELLATION INVESTMENTS INC |
| 18 | FT Vest Total Return Income Fund: Series B1 | 45% | — | — |
| 19 | Victory S&P 500 Index Fund · MUXAX, MUXRX, MUXYX cheaper diff. adviser | 45% | 0.43% | Victory Capital Management Inc. |
| 20 | VANGUARD INSTITUTIONAL INDEX FUND · VINIX, VIIIX cheaper diff. adviser | 45% | 0.02% | The Vanguard Group, Inc. |
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