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 | ClearBridge Appreciation Fund · SHAPX, SAPCX, SAPYX, LMPPX, LMPIX, LMESX cheaper diff. adviser | 35% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX cheaper diff. adviser | 35% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | LKCM Equity Fund · LKEQX | 35% | 0.80% | LUTHER KING CAPITAL MANAGEMENT CORPORATION |
| 4 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX diff. adviser | 34% | 1.00% | Crossmark Global Investments, Inc. |
| 5 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 34% | 0.13% | SSGA Funds Management, Inc. |
| 6 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 33% | 0.85% | SSGA Funds Management, Inc. |
| 7 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 33% | 1.09% | — |
| 8 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 33% | 0.25% | SSGA Funds Management, Inc. |
| 9 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 33% | 0.38% | SSGA Funds Management, Inc. |
| 10 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper diff. adviser | 33% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 11 | FT Vest Total Return Income Fund: Series A2 | 33% | — | — |
| 12 | Optimized Equity Income ETF · OEI cheaper | 33% | 0.75% | — |
| 13 | Goldman Sachs Enhanced U.S. Equity ETF · GUSE cheaper | 33% | 0.30% | — |
| 14 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 33% | 0.15% | BlackRock Fund Advisors |
| 15 | VistaShares Target 15 S&P 100 Distribution ETF | 33% | — | — |
| 16 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 32% | 0.36% | Voya Investments, LLC |
| 17 | FT Vest Total Return Income Fund: Series A3 | 32% | — | — |
| 18 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 32% | 0.20% | BlackRock Fund Advisors |
| 19 | Invesco S&P 500 Minimum Variance ETF · SPMV cheaper diff. adviser | 32% | 0.10% | Invesco Capital Management LLC |
| 20 | LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund cheaper diff. adviser | 32% | 0.66% | Lincoln Financial Investments Corporation |
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