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 | Optimized Equity Income ETF · OEI cheaper | 78% | 0.75% | — |
| 2 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 73% | 0.20% | BlackRock Fund Advisors |
| 3 | VistaShares Target 15 S&P 100 Distribution ETF | 72% | — | — |
| 4 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 70% | 0.15% | BlackRock Fund Advisors |
| 5 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 70% | 0.05% | The Vanguard Group, Inc. |
| 6 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 70% | 0.36% | Voya Investments, LLC |
| 7 | FT Vest Total Return Income Fund: Series A2 | 69% | — | — |
| 8 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 69% | 0.59% | — |
| 9 | Destinations Shelter Fund · DSHFX, DSHZX cheaper diff. adviser | 68% | 1.00% | Brinker Capital Investments, LLC |
| 10 | Aptus Collared Investment Opportunity ETF · ACIO cheaper diff. adviser | 68% | 0.79% | Aptus Capital Advisors, LLC |
| 11 | FT Vest Total Return Income Fund: Series A3 | 68% | — | — |
| 12 | Aptus Drawdown Managed Equity ETF · ADME cheaper diff. adviser | 68% | 0.79% | Aptus Capital Advisors, LLC |
| 13 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 67% | 0.20% | Invesco Capital Management LLC |
| 14 | Gateway Fund · GATEX, GTECX, GTEYX, GATTX, GTENX cheaper diff. adviser | 67% | 0.65% | Natixis Advisors, LLC |
| 15 | FT Vest Total Return Income Fund: Series A4 | 67% | — | — |
| 16 | FT Vest Total Return Income Fund: Series B1 | 66% | — | — |
| 17 | FT Vest Hedged Equity Income Fund: Series A2 | 66% | — | — |
| 18 | Gateway Equity Call Premium Fund · GCPAX, GCPCX, GCPYX, GCPTX, GCPNX cheaper diff. adviser | 65% | 0.63% | Natixis Advisors, LLC |
| 19 | Invesco S&P 500 QVM Multi-Factor ETF · QVML cheaper diff. adviser | 65% | 0.11% | Invesco Capital Management LLC |
| 20 | Alpha Architect US Equity ETF · AAUS cheaper | 65% | 0.15% | — |
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