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 | Innovator Equity Premium Income - Daily PutWrite ETF cheaper diff. adviser | 71% | 0.79% | Innovator Capital Management, LLC |
| 2 | Horizon Defined Risk Fund · HNDRX, HIDRX, HADRX cheaper diff. adviser | 51% | 0.92% | HORIZON INVESTMENTS LLC. |
| 3 | ProShares Ultra S&P500 · SSO cheaper diff. adviser | 50% | 0.89% | PROSHARE ADVISORS LLC |
| 4 | Nationwide BNY Mellon Dynamic U.S. Core Fund · NMFAX, GCGRX, GGFRX, MUIGX, NGISX, NWAEX cheaper diff. adviser | 50% | 0.50% | Nationwide Fund Advisors |
| 5 | ProShares UltraPro S&P500 · UPRO cheaper diff. adviser | 50% | 0.91% | PROSHARE ADVISORS LLC |
| 6 | NEOS S&P 500(R) Hedged Equity Income ETF · SPYH cheaper diff. adviser | 50% | 0.68% | NEOS Investment Management, LLC |
| 7 | Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF · QDPL cheaper diff. adviser | 50% | 0.60% | Pacer Advisors, Inc. |
| 8 | Direxion Daily S&P 500 Bull 2X Shares · SPUU cheaper diff. adviser | 50% | 0.60% | RAFFERTY ASSET MANAGEMENT, LLC |
| 9 | PROFUND VP BULL diff. adviser | 50% | 1.68% | ProFund Advisors LLC |
| 10 | NVIT BNY Mellon Dynamic U.S. Core Fund cheaper diff. adviser | 50% | 0.47% | Nationwide Fund Advisors |
| 11 | PROFUND VP ULTRABULL diff. adviser | 50% | 1.68% | ProFund Advisors LLC |
| 12 | LVIP SSGA S&P 500 Index Fund cheaper diff. adviser | 49% | 0.23% | Lincoln Financial Investments Corporation |
| 13 | T. Rowe Price Equity Index 500 Fund · PREIX, PRUIX, TRHZX cheaper diff. adviser | 49% | 0.00% | T. Rowe Price Associates, Inc. |
| 14 | Index 500 Stock Portfolio cheaper diff. adviser | 49% | 0.19% | Mason Street Advisors, LLC |
| 15 | SPDR S&P 500 ETF TRUST | 49% | — | — |
| 16 | Transamerica S&P 500 Index VP cheaper diff. adviser | 49% | 0.12% | Transamerica Asset Management, Inc. |
| 17 | Deutsche DWS Equity 500 Index Portfolio diff. adviser | 49% | — | DWS Investment Management Americas, Inc. |
| 18 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF · SPYM cheaper diff. adviser | 49% | 0.02% | SSGA Funds Management, Inc. |
| 19 | Schwab S&P 500 Index Portfolio · SWP1Z cheaper diff. adviser | 49% | 0.03% | Charles Schwab Investment Management, Inc. |
| 20 | NVIT S&P 500 Index Fund cheaper diff. adviser | 49% | 0.16% | Nationwide Fund Advisors |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.