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 | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF · CDEI cheaper | 57% | 0.14% | — |
| 2 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 56% | 1.09% | — |
| 3 | SGI Enhanced Market Leaders ETF · LDRX | 53% | 0.59% | — |
| 4 | Optimized Equity Income ETF · OEI | 52% | 0.75% | — |
| 5 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 52% | 0.98% | HORIZON INVESTMENTS LLC. |
| 6 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper diff. adviser | 52% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 7 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX diff. adviser | 51% | 0.48% | DWS Investment Management Americas, Inc. |
| 8 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 51% | 0.05% | WisdomTree Digital Management, Inc. |
| 9 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 51% | 0.32% | — |
| 10 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 51% | 0.99% | Charles Schwab Investment Management, Inc. |
| 11 | Horizon Managed Risk ETF · SFTY diff. adviser | 50% | 0.77% | HORIZON INVESTMENTS LLC. |
| 12 | Swan Enhanced Dividend Income ETF · SCLZ diff. adviser | 50% | 0.79% | Swan Capital Management, LLC |
| 13 | Applied Finance Valuation Large Cap ETF · VSLU diff. adviser | 50% | 0.49% | Applied Finance Advisors, LLC |
| 14 | Horizon Core Equity ETF · STOX diff. adviser | 50% | 0.70% | HORIZON INVESTMENTS LLC. |
| 15 | Reverb ETF · VOXP cheaper diff. adviser | 50% | 0.30% | Distribution Cognizant LLC |
| 16 | RACWI US ETF · RAUS cheaper | 50% | 0.00% | — |
| 17 | VictoryShares WestEnd US Sector ETF · MODL diff. adviser | 50% | 0.46% | Victory Capital Management Inc. |
| 18 | WisdomTree U.S. LargeCap Fund · EPS cheaper diff. adviser | 49% | 0.08% | WisdomTree Asset Management, Inc. |
| 19 | WisdomTree Efficient Gold Plus Equity Strategy Fund · GDE cheaper diff. adviser | 49% | 0.20% | WisdomTree Asset Management, Inc. |
| 20 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 49% | 0.05% | The Vanguard Group, Inc. |
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