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 | Sit Dividend Growth Fund · SDVGX, SDVSX cheaper diff. adviser | 21% | 0.70% | Sit Investment Associates, Inc. |
| 2 | Zacks All-Cap Core Fund cheaper diff. adviser | 21% | 1.01% | Zacks Investment Management, Inc. |
| 3 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 20% | 0.98% | HORIZON INVESTMENTS LLC. |
| 4 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX cheaper diff. adviser | 20% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 5 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 19% | 0.28% | WisdomTree Asset Management, Inc. |
| 6 | Horizon Managed Risk ETF · SFTY cheaper diff. adviser | 19% | 0.77% | HORIZON INVESTMENTS LLC. |
| 7 | Horizon Core Equity ETF · STOX cheaper diff. adviser | 19% | 0.70% | HORIZON INVESTMENTS LLC. |
| 8 | Zacks Earnings Consistent Portfolio ETF · ZECP cheaper diff. adviser | 19% | 0.55% | Zacks Investment Management, Inc. |
| 9 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 19% | 0.05% | The Vanguard Group, Inc. |
| 10 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 19% | 0.15% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Dividend ETF for Rising Rates · FDRR cheaper diff. adviser | 19% | 0.15% | Fidelity Management & Research Company LLC |
| 12 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 19% | 0.06% | Franklin Advisory Services, LLC |
| 13 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 19% | 0.15% | BlackRock Fund Advisors |
| 14 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 18% | 0.36% | Voya Investments, LLC |
| 15 | American Century Large Cap Equity ETF · ACLC cheaper | 18% | 0.39% | — |
| 16 | FT Vest Total Return Income Fund: Series A2 | 18% | — | — |
| 17 | Alger Growth & Income Portfolio · AIGOX cheaper diff. adviser | 18% | 0.85% | Fred Alger Management, Inc. |
| 18 | FT Vest Total Return Income Fund: Series A3 | 18% | — | — |
| 19 | MML Sustainable Equity Fund cheaper diff. adviser | 18% | 0.57% | MML Investment Advisers, LLC |
| 20 | Eaton Vance Tax-Managed Buy-Write Income Fund | 18% | — | — |
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