FundWatcher
JAMEX
JAMESTOWN EQUITY FUND
Williamsburg Investment Trust

Similar funds

Computed 2026-07-05

Funds 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.

#FundOverlapNet exp.Adviser
1 Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser 50% 1.07% Lincoln Financial Investments Corporation
2 FT Vest Total Return Income Fund: Series A2 48% — —
3 FT Vest Total Return Income Fund: Series A3 47% — —
4 FT Vest Total Return Income Fund: Series A4 47% — —
5 Optimized Equity Income ETF · OEI cheaper 47% 0.75% —
6 FT Vest Total Return Income Fund: Series B1 46% — —
7 FT Vest Hedged Equity Income Fund: Series A2 46% — —
8 Aptus Collared Investment Opportunity ETF · ACIO cheaper diff. adviser 46% 0.79% Aptus Capital Advisors, LLC
9 Aptus Drawdown Managed Equity ETF · ADME cheaper diff. adviser 46% 0.79% Aptus Capital Advisors, LLC
10 FT Vest Hedged Equity Income Fund: Series A3 45% — —
11 iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser 45% 0.26% BlackRock Fund Advisors
12 iShares S&P 100 ETF · OEF cheaper diff. adviser 45% 0.20% BlackRock Fund Advisors
13 FT Vest Total Return Income Fund: Series B2 45% — —
14 FT Vest Hedged Equity Income Fund: Series A4 45% — —
15 Destinations Shelter Fund · DSHFX, DSHZX diff. adviser 45% 1.00% Brinker Capital Investments, LLC
16 AB US Large Cap Strategic Equities ETF · LRGC cheaper diff. adviser 45% 0.39% AllianceBernstein L.P.
17 VistaShares Target 15 S&P 100 Distribution ETF 45% — —
18 FT Vest Hedged Equity Income Fund: Series B1 45% — —
19 First Trust Enhanced Equity Income Fund 44% — —
20 FT Vest Total Return Income Fund: Series B3 44% — —

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