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 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 40% | 1.09% | — |
| 2 | State Street(R) SPDR(R) MSCI USA Climate Paris Aligned ETF · NZUS cheaper diff. adviser | 40% | 0.10% | SSGA Funds Management, Inc. |
| 3 | Aptus Collared Investment Opportunity ETF · ACIO cheaper diff. adviser | 39% | 0.79% | Aptus Capital Advisors, LLC |
| 4 | VistaShares Target 15 S&P 100 Distribution ETF | 39% | — | — |
| 5 | Nicholas Fund, Inc. · NICSX cheaper diff. adviser | 39% | 0.70% | Nicholas Company, Inc. |
| 6 | Aptus Drawdown Managed Equity ETF · ADME cheaper diff. adviser | 39% | 0.79% | Aptus Capital Advisors, LLC |
| 7 | Empower Large Cap Growth Fund · MXLGX, MXGSX cheaper diff. adviser | 39% | 0.62% | Empower Capital Management, LLC |
| 8 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX cheaper diff. adviser | 39% | 0.80% | AllianceBernstein L.P. |
| 9 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 39% | 1.07% | Lincoln Financial Investments Corporation |
| 10 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX diff. adviser | 39% | 1.00% | Crossmark Global Investments, Inc. |
| 11 | Unusual Whales Subversive Democratic Trading ETF · NANC cheaper diff. adviser | 39% | 0.72% | Tidal Investments LLC |
| 12 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 38% | 0.77% | John Hancock Investment Management LLC |
| 13 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 38% | 0.17% | SSGA Funds Management, Inc. |
| 14 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 38% | 0.74% | Thrivent Asset Management, LLC |
| 15 | iShares Paris-Aligned Climate Optimized MSCI USA ETF · PABU cheaper diff. adviser | 38% | 0.10% | BlackRock Fund Advisors |
| 16 | CONNORS HEDGED EQUITY FUND diff. adviser | 38% | 1.10% | Connors Investor Services, Inc. |
| 17 | Optimized Equity Income ETF · OEI cheaper | 38% | 0.75% | — |
| 18 | RED OAK TECHNOLOGY SELECT FUND · ROGSX cheaper diff. adviser | 38% | 0.90% | Oak Associates, Ltd. |
| 19 | Large Cap Core Portfolio I diff. adviser | 38% | — | UBS Trust Company of Puerto Rico |
| 20 | AB US Equity ETF · XCHG cheaper | 38% | 0.50% | — |
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