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 | Bright Rock Quality Large Cap Fund · BQLCX, BQLIX cheaper diff. adviser | 41% | 0.66% | Bright Rock Capital Management, LLC |
| 2 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 41% | 0.12% | Principal Global Investors, LLC |
| 3 | CIBC ATLAS DISCIPLINED EQUITY FUND · AWEIX, AWEVX cheaper diff. adviser | 41% | 0.71% | CIBC Private Wealth Advisors, Inc. |
| 4 | PAYSON TOTAL RETURN FUND · PBFDX diff. adviser | 39% | 0.81% | H.M. Payson & Co. |
| 5 | Advisors Capital Total Return - Equity Fund · ACUSX diff. adviser | 39% | 1.87% | AC FUNDS LLC |
| 6 | AAM Brentview Dividend Growth ETF · BDIV cheaper diff. adviser | 39% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 7 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX cheaper diff. adviser | 39% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | Suncoast Select Growth ETF · SEMG cheaper | 38% | 0.60% | — |
| 9 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 38% | 0.20% | BlackRock Fund Advisors |
| 10 | ClearBridge Appreciation Fund · SHAPX, SAPCX, SAPYX, LMPPX, LMPIX, LMESX cheaper diff. adviser | 38% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | BARRETT GROWTH FUND · BGRWX diff. adviser | 38% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 12 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 38% | 0.79% | Swan Capital Management, LLC |
| 13 | Calamos Select Fund · CVAAX, CVACX, CVAIX diff. adviser | 37% | 0.90% | Calamos Advisors LLC |
| 14 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 37% | 0.99% | Advisors Preferred, LLC |
| 15 | VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF · VDIG cheaper | 37% | 0.40% | — |
| 16 | Knights of Columbus Large Cap Growth Fund · KCGIX, KCGSX, KCGVX cheaper diff. adviser | 37% | 0.75% | Knights of Columbus Asset Advisors LLC |
| 17 | Frost Growth Equity Fund · FICEX, FACEX cheaper diff. adviser | 37% | 0.66% | FROST INVESTMENT ADVISORS, LLC |
| 18 | Global X U.S. 500 ETF · GXLC cheaper diff. adviser | 37% | 0.02% | Global X Management Company LLC |
| 19 | VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND · VADGX cheaper diff. adviser | 37% | 0.36% | Wellington Management Company LLP |
| 20 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 37% | 1.09% | — |
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