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 | VOYA Global High Dividend Low Volatility Fund · NAWGX, NAWCX, NAWIX, IGVWX, VGHRX | 95% | 0.60% | Voya Investments, LLC |
| 2 | VOYA GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 83% | — | — |
| 3 | VOYA GLOBAL ADVANTAGE & PREMIUM OPPORTUNITY FUND | 82% | — | — |
| 4 | VOYA INDEX PLUS LARGECAP PORTFOLIO · IPLIX, IPLSX, VIPAX cheaper | 36% | 0.55% | Voya Investments, LLC |
| 5 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 29% | 0.28% | WisdomTree Asset Management, Inc. |
| 6 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 28% | 0.28% | WisdomTree Asset Management, Inc. |
| 7 | iShares ESG Aware MSCI USA Value ETF · EVUS cheaper diff. adviser | 28% | 0.18% | BlackRock Fund Advisors |
| 8 | 1290 VT SmartBeta Equity ESG Portfolio diff. adviser | 27% | 0.85% | Equitable Investment Management Group, LLC |
| 9 | SIIT GLOBAL MANAGED VOLATILITY FUND · SGMAX diff. adviser | 27% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 10 | 1290 SmartBeta Equity Fund · TNBIX, TNBRX, TNBAX diff. adviser | 27% | 0.85% | Equitable Investment Management, LLC |
| 11 | Transamerica Large Value Opportunities · TLORX, TLOFX, TLOTX cheaper diff. adviser | 27% | 0.52% | Transamerica Asset Management, Inc. |
| 12 | Victory Value Fund · UVALX, UIVAX diff. adviser | 26% | 0.91% | Victory Capital Management Inc. |
| 13 | CornerCap Fundametrics Large-Cap ETF · FUNL cheaper diff. adviser | 26% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 14 | Praxis Impact Large Cap Value ETF · PRXV cheaper diff. adviser | 26% | 0.36% | Everence Capital Management, Inc. |
| 15 | Victory Growth & Income Fund · USGRX, UIGIX diff. adviser | 26% | 0.86% | Victory Capital Management Inc. |
| 16 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 26% | 0.15% | SSGA Funds Management, Inc. |
| 17 | Gotham Large Value Fund · GVALX diff. adviser | 26% | 0.75% | Gotham Asset Management, LLC |
| 18 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 26% | 0.98% | HORIZON INVESTMENTS LLC. |
| 19 | Hartford Multifactor US Equity ETF · ROUS cheaper diff. adviser | 25% | 0.19% | Lattice Strategies LLC |
| 20 | Victory Income Stock Fund · USISX, UIISX diff. adviser | 25% | 0.75% | Victory Capital Management Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.