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 | Fidelity High Dividend ETF · FDVV cheaper diff. adviser | 22% | 0.15% | Fidelity Management & Research Company LLC |
| 2 | The Tocqueville Fund · TOCQX cheaper diff. adviser | 22% | 1.20% | Tocqueville Asset Management, LP |
| 3 | YieldMax Target 12 Big 50 Option Income ETF · BIGY cheaper | 21% | 1.09% | — |
| 4 | Optimized Equity Income ETF · OEI cheaper | 21% | 0.75% | — |
| 5 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 20% | 0.06% | Franklin Advisory Services, LLC |
| 6 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 20% | 0.28% | WisdomTree Asset Management, Inc. |
| 7 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 20% | 0.98% | HORIZON INVESTMENTS LLC. |
| 8 | Adams Diversified Equity Fund, Inc. | 20% | — | — |
| 9 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX cheaper diff. adviser | 20% | 1.22% | AllianceBernstein L.P. |
| 10 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 20% | 0.59% | — |
| 11 | FT Vest Total Return Income Fund: Series A2 | 19% | — | — |
| 12 | First Trust Enhanced Equity Income Fund | 19% | — | — |
| 13 | WisdomTree U.S. LargeCap Fund · EPS cheaper diff. adviser | 19% | 0.08% | WisdomTree Asset Management, Inc. |
| 14 | Nuveen S&P 500 Dynamic Overwrite Fund | 19% | — | — |
| 15 | BNY Mellon Equity Income Fund · DQIAX, DQICX, DQIRX, DQIYX cheaper diff. adviser | 19% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 16 | VistaShares Target 15 S&P 100 Distribution ETF | 19% | — | — |
| 17 | FT Vest Total Return Income Fund: Series A3 | 19% | — | — |
| 18 | Liberty One Spectrum ETF cheaper | 19% | 0.85% | — |
| 19 | Putnam Core Equity Fund cheaper diff. adviser | 19% | 0.63% | Putnam Investment Management, LLC |
| 20 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 19% | 0.28% | WisdomTree Asset Management, Inc. |
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