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 Equity-Income K6 Fund · FEKFX cheaper | 56% | 0.34% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Equity-Income Fund · FEQIX, FEIKX, FIOMX, FINQX, FINHX, FINYX, FIOPX cheaper | 55% | 0.44% | Fidelity Management & Research Company LLC |
| 3 | VIP Equity-Income Portfolio cheaper | 54% | 0.47% | Fidelity Management & Research Company LLC |
| 4 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 39% | 0.98% | HORIZON INVESTMENTS LLC. |
| 5 | Fidelity SAI Sustainable Sector Fund · FIDJX cheaper | 37% | 0.44% | Fidelity Management & Research Company LLC |
| 6 | VistaShares Target 15 S&P 100 Distribution ETF | 36% | — | — |
| 7 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 36% | 0.59% | — |
| 8 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 36% | 0.20% | BlackRock Fund Advisors |
| 9 | Fidelity Dividend ETF for Rising Rates · FDRR cheaper | 36% | 0.15% | Fidelity Management & Research Company LLC |
| 10 | VIP Stock Selector Portfolio cheaper | 36% | 0.50% | Fidelity Management & Research Company LLC |
| 11 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX diff. adviser | 36% | 1.22% | AllianceBernstein L.P. |
| 12 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 35% | 0.15% | BlackRock Fund Advisors |
| 13 | Fidelity Yield Enhanced Equity ETF · FYEE cheaper diff. adviser | 35% | 0.00% | Fidelity Diversifying Solutions LLC |
| 14 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 35% | 0.36% | Voya Investments, LLC |
| 15 | Optimized Equity Income ETF · OEI cheaper | 35% | 0.75% | — |
| 16 | Fidelity ZERO Large Cap Index Fund · FNILX cheaper | 35% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | Fidelity Series Sustainable U.S. Market Fund · FSUMX cheaper | 35% | 0.00% | Fidelity Management & Research Company LLC |
| 18 | Fidelity U.S. Equity Central Fund | 35% | — | Fidelity Management & Research Company LLC |
| 19 | VictoryShares WestEnd US Sector ETF · MODL cheaper diff. adviser | 35% | 0.46% | Victory Capital Management Inc. |
| 20 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 35% | 0.04% | BlackRock Fund Advisors |
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