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 | Fidelity High Dividend ETF · FDVV | 60% | 0.15% | Fidelity Management & Research Company LLC |
| 2 | SGI Enhanced Market Leaders ETF · LDRX | 59% | 0.59% | — |
| 3 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 58% | 0.98% | HORIZON INVESTMENTS LLC. |
| 4 | VistaShares Target 15 S&P 100 Distribution ETF | 58% | — | — |
| 5 | iShares S&P 100 ETF · OEF diff. adviser | 57% | 0.20% | BlackRock Fund Advisors |
| 6 | Optimized Equity Income ETF · OEI | 57% | 0.75% | — |
| 7 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX diff. adviser | 56% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 8 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 55% | 0.05% | The Vanguard Group, Inc. |
| 9 | FT Vest Total Return Income Fund: Series A2 | 54% | — | — |
| 10 | iShares Russell Top 200 ETF · IWL diff. adviser | 54% | 0.15% | BlackRock Fund Advisors |
| 11 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX diff. adviser | 54% | 0.36% | Voya Investments, LLC |
| 12 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 53% | 0.06% | Franklin Advisory Services, LLC |
| 13 | Invesco S&P 500 Top 50 ETF · XLG diff. adviser | 53% | 0.20% | Invesco Capital Management LLC |
| 14 | FT Vest Total Return Income Fund: Series A3 | 53% | — | — |
| 15 | Fidelity Value Factor ETF · FVAL | 53% | 0.15% | Fidelity Management & Research Company LLC |
| 16 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX diff. adviser | 53% | 1.22% | AllianceBernstein L.P. |
| 17 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 52% | 1.09% | — |
| 18 | RACWI US ETF · RAUS cheaper | 52% | 0.00% | — |
| 19 | Fidelity Quality Factor ETF · FQAL | 52% | 0.15% | Fidelity Management & Research Company LLC |
| 20 | FT Vest Total Return Income Fund: Series A4 | 52% | — | — |
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