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 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 29% | 0.18% | — |
| 2 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 29% | 0.48% | Voya Investments, LLC |
| 3 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 28% | 0.25% | Invesco Capital Management LLC |
| 4 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 28% | 0.09% | — |
| 5 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 28% | 0.98% | HORIZON INVESTMENTS LLC. |
| 6 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 28% | 0.28% | WisdomTree Asset Management, Inc. |
| 7 | VistaShares Target 15 S&P 100 Distribution ETF | 28% | — | — |
| 8 | Optimized Equity Income ETF · OEI | 27% | 0.75% | — |
| 9 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 27% | 0.28% | WisdomTree Asset Management, Inc. |
| 10 | Horizon Defined Risk Fund · HNDRX, HIDRX, HADRX diff. adviser | 26% | 0.92% | HORIZON INVESTMENTS LLC. |
| 11 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 26% | 0.15% | BlackRock Fund Advisors |
| 12 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX diff. adviser | 26% | 1.00% | Crossmark Global Investments, Inc. |
| 13 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 26% | 0.59% | — |
| 14 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 26% | 0.36% | Voya Investments, LLC |
| 15 | Defiance Large Cap ex-Mag 7 ETF · XMAG cheaper | 26% | 0.35% | — |
| 16 | NEOS Boosted S&P 500(R) High Income ETF | 26% | — | — |
| 17 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 26% | 0.03% | Franklin Advisory Services, LLC |
| 18 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 26% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 19 | Penn Series Index 500 Fund cheaper diff. adviser | 26% | 0.34% | Penn Mutual Asset Management, LLC |
| 20 | Index 500 Stock Portfolio cheaper diff. adviser | 26% | 0.19% | Mason Street Advisors, LLC |
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