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 | Gateway Equity Call Premium Fund · GCPAX, GCPCX, GCPYX, GCPTX, GCPNX cheaper | 71% | 0.63% | Natixis Advisors, LLC |
| 2 | Nuveen S&P 500 Buy-Write Income Fund | 69% | — | — |
| 3 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 68% | 0.15% | BlackRock Fund Advisors |
| 4 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 68% | 0.36% | Voya Investments, LLC |
| 5 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 68% | 0.05% | The Vanguard Group, Inc. |
| 6 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 67% | 0.20% | BlackRock Fund Advisors |
| 7 | Alpha Architect US Equity 2 ETF · AAEQ cheaper | 67% | 0.15% | — |
| 8 | VistaShares Target 15 S&P 100 Distribution ETF | 67% | — | — |
| 9 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 67% | 1.07% | Lincoln Financial Investments Corporation |
| 10 | Destinations Shelter Fund · DSHFX, DSHZX diff. adviser | 66% | 1.00% | Brinker Capital Investments, LLC |
| 11 | Optimized Equity Income ETF · OEI | 66% | 0.75% | — |
| 12 | MML Managed Volatility Fund diff. adviser | 66% | 0.77% | MML Investment Advisers, LLC |
| 13 | Calamos Hedged Equity Fund · CAHEX, CCHEX, CIHEX diff. adviser | 66% | 0.90% | Calamos Advisors LLC |
| 14 | FT Vest Total Return Income Fund: Series A2 | 66% | — | — |
| 15 | Alpha Architect US Equity ETF · AAUS cheaper | 66% | 0.15% | — |
| 16 | MML Equity Index Fund cheaper diff. adviser | 66% | 0.12% | MML Investment Advisers, LLC |
| 17 | Transamerica S&P 500 Index VP cheaper diff. adviser | 65% | 0.12% | Transamerica Asset Management, Inc. |
| 18 | Penn Series Index 500 Fund cheaper diff. adviser | 65% | 0.34% | Penn Mutual Asset Management, LLC |
| 19 | VANGUARD LARGE-CAP INDEX FUND · VLACX, VLCAX, VLISX, VV cheaper diff. adviser | 65% | 0.03% | The Vanguard Group, Inc. |
| 20 | MM S&P 500 Index Fund · MIEAX, MMINX, MMIEX, MIEYX, MIEZX, MMIZX, MMFFX cheaper diff. adviser | 65% | 0.14% | MML Investment Advisers, LLC |
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