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 | Columbia Variable Portfolio - Contrarian Core Fund cheaper diff. adviser | 98% | 0.70% | Columbia Management Investment Advisers, LLC |
| 2 | Columbia Contrarian Core Fund · LCCAX, LCCCX, SMGIX, CCCRX, COFRX, COFYX, SMGEX cheaper | 91% | 0.61% | — |
| 3 | Optimized Equity Income ETF · OEI | 60% | 0.75% | — |
| 4 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 59% | 0.20% | BlackRock Fund Advisors |
| 5 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 59% | 0.15% | BlackRock Fund Advisors |
| 6 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 58% | 0.05% | The Vanguard Group, Inc. |
| 7 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper | 58% | 0.36% | Voya Investments, LLC |
| 8 | Columbia Balanced Fund · CBLAX, CBLCX, CBALX, CBLRX, CLREX, CBDYX, CBABX cheaper | 57% | 0.57% | — |
| 9 | Columbia Variable Portfolio - Balanced Fund diff. adviser | 57% | 0.75% | Columbia Management Investment Advisers, LLC |
| 10 | VistaShares Target 15 S&P 100 Distribution ETF | 57% | — | — |
| 11 | FT Vest Total Return Income Fund: Series A2 | 56% | — | — |
| 12 | Alpha Architect US Equity ETF · AAUS cheaper | 55% | 0.15% | — |
| 13 | Gateway Fund · GATEX, GTECX, GTEYX, GATTX, GTENX cheaper diff. adviser | 55% | 0.65% | Natixis Advisors, LLC |
| 14 | FT Vest Total Return Income Fund: Series A3 | 55% | — | — |
| 15 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 55% | 0.25% | SSGA Funds Management, Inc. |
| 16 | Nuveen S&P 500 Buy-Write Income Fund | 54% | — | — |
| 17 | Azoria 500 Meritocracy ETF · SPXM cheaper | 54% | 0.47% | — |
| 18 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 54% | 0.13% | SSGA Funds Management, Inc. |
| 19 | Schwab S&P 500 Index Fund · SWPPX cheaper diff. adviser | 54% | 0.02% | Charles Schwab Investment Management, Inc. |
| 20 | Calamos Hedged Equity Fund · CAHEX, CCHEX, CIHEX diff. adviser | 54% | 0.90% | Calamos Advisors LLC |
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