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 | JAMES BALANCED: GOLDEN RAINBOW FUND · GLRBX, GLRIX cheaper | 43% | 0.98% | James Investment Research, Inc. |
| 2 | Optimized Equity Income ETF · OEI cheaper | 37% | 0.75% | — |
| 3 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 36% | 0.79% | Swan Capital Management, LLC |
| 4 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 36% | 1.09% | — |
| 5 | FT Vest Total Return Income Fund: Series A2 | 36% | — | — |
| 6 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 36% | 0.98% | HORIZON INVESTMENTS LLC. |
| 7 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 35% | 0.05% | The Vanguard Group, Inc. |
| 8 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 35% | 0.12% | Principal Global Investors, LLC |
| 9 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX cheaper diff. adviser | 35% | 1.00% | Crossmark Global Investments, Inc. |
| 10 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 35% | 0.20% | Invesco Capital Management LLC |
| 11 | FT Vest Total Return Income Fund: Series A3 | 35% | — | — |
| 12 | Large Cap Core Portfolio I diff. adviser | 35% | — | UBS Trust Company of Puerto Rico |
| 13 | VistaShares Target 15 S&P 100 Distribution ETF | 35% | — | — |
| 14 | Invesco Rising Dividends Fund cheaper diff. adviser | 35% | 0.64% | Invesco Advisers, Inc. |
| 15 | Nelson Select ETF | 35% | — | — |
| 16 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 35% | 0.20% | BlackRock Fund Advisors |
| 17 | American Century Large Cap Equity ETF · ACLC cheaper | 35% | 0.39% | — |
| 18 | FT Vest Total Return Income Fund: Series A4 | 34% | — | — |
| 19 | ALPS Active Equity Opportunity ETF · RFFC cheaper diff. adviser | 34% | 0.48% | ALPS Advisors, Inc. |
| 20 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 34% | 0.59% | — |
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