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 | First Trust BuyWrite Income ETF · FTHI cheaper | 46% | 0.76% | First Trust Advisors L.P. |
| 2 | Equity Growth Fund · BEQGX, BEQAX, AMEIX, AEYCX, AEYRX, AEYGX cheaper diff. adviser | 42% | 0.01% | American Century Investment Management, Inc. |
| 3 | WisdomTree U.S. LargeCap Fund · EPS cheaper diff. adviser | 40% | 0.08% | WisdomTree Asset Management, Inc. |
| 4 | FlexShares US Quality Large Cap Index Fund · QLC cheaper diff. adviser | 40% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 5 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 40% | 0.98% | HORIZON INVESTMENTS LLC. |
| 6 | Fidelity Enhanced Large Cap Core ETF · FELC cheaper diff. adviser | 39% | 0.18% | Fidelity Management & Research Company LLC |
| 7 | Gotham Enhanced S&P 500 Index Fund · GSPFX cheaper diff. adviser | 39% | 0.50% | Gotham Asset Management, LLC |
| 8 | AVIP BlackRock Advantage Large Cap Core Portfolio cheaper diff. adviser | 39% | 0.70% | CONSTELLATION INVESTMENTS INC |
| 9 | Global Atlantic BlackRock Disciplined Core Portfolio cheaper diff. adviser | 39% | 0.51% | Global Atlantic Investment Advisors, LLC |
| 10 | VictoryShares WestEnd US Sector ETF · MODL cheaper diff. adviser | 39% | 0.46% | Victory Capital Management Inc. |
| 11 | Horizon Multi-Factor U.S. Equity Fund · USRIX, USRAX, USRTX cheaper diff. adviser | 39% | 0.92% | HORIZON INVESTMENTS LLC. |
| 12 | Fidelity Yield Enhanced Equity ETF · FYEE cheaper diff. adviser | 39% | 0.00% | Fidelity Diversifying Solutions LLC |
| 13 | Fidelity Dynamic Buffered Equity ETF · FBUF cheaper diff. adviser | 38% | 0.48% | Fidelity Diversifying Solutions LLC |
| 14 | Fidelity Hedged Equity ETF · FHEQ cheaper diff. adviser | 38% | 0.48% | Fidelity Diversifying Solutions LLC |
| 15 | Multifactor U.S. Equity Fund · RTDAX, RTDCX, RTDSX, RTDYX, RTDTX, RTDRX cheaper diff. adviser | 38% | 0.44% | Russell Investment Management, LLC |
| 16 | Gotham Enhanced 500 ETF · GSPY cheaper diff. adviser | 38% | 0.50% | Tidal Investments LLC |
| 17 | Adams Diversified Equity Fund, Inc. | 38% | — | — |
| 18 | iShares U.S. Large Cap Premium Income Active ETF cheaper diff. adviser | 38% | 0.35% | BlackRock Fund Advisors |
| 19 | iShares Enhanced Large Cap Core Active ETF cheaper | 38% | 0.22% | — |
| 20 | NEOS Boosted S&P 500(R) High Income ETF | 38% | — | — |
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