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 | Mairs & Power Growth Fund · MPGFX cheaper | 43% | 0.62% | Mairs & Power, Inc. |
| 2 | Nuveen S&P 500 Dynamic Overwrite Fund | 22% | — | — |
| 3 | ClearBridge Appreciation Fund · SHAPX, SAPCX, SAPYX, LMPPX, LMPIX, LMESX cheaper diff. adviser | 22% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | iShares Climate Conscious & Transition MSCI USA ETF · USCL cheaper diff. adviser | 21% | 0.08% | BlackRock Fund Advisors |
| 5 | Xtrackers MSCI USA Climate Action Equity ETF · USCA cheaper diff. adviser | 21% | 0.07% | DBX Advisors LLC |
| 6 | Franklin Rising Dividends VIP Fund cheaper diff. adviser | 21% | 0.63% | Franklin Advisers, Inc. |
| 7 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX cheaper diff. adviser | 21% | 0.52% | Franklin Advisers, Inc. |
| 8 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX cheaper diff. adviser | 21% | 0.48% | DWS Investment Management Americas, Inc. |
| 9 | EQ/Franklin Rising Dividends Portfolio cheaper diff. adviser | 21% | 0.62% | Equitable Investment Management Group, LLC |
| 10 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX cheaper diff. adviser | 20% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | VistaShares Target 15 S&P 100 Distribution ETF | 20% | — | — |
| 12 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX cheaper | 20% | 0.62% | — |
| 13 | Nicholas Fund, Inc. · NICSX cheaper diff. adviser | 20% | 0.70% | Nicholas Company, Inc. |
| 14 | Dimensional US Large Cap Vector ETF · DFVX cheaper diff. adviser | 20% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 15 | Nuveen S&P 500 Buy-Write Income Fund | 20% | — | — |
| 16 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 20% | 0.15% | Fidelity Management & Research Company LLC |
| 17 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF · USNZ cheaper diff. adviser | 20% | 0.10% | DBX Advisors LLC |
| 18 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX diff. adviser | 20% | 0.80% | AllianceBernstein L.P. |
| 19 | Optimized Equity Income ETF · OEI | 20% | 0.75% | — |
| 20 | AB US Equity ETF · XCHG cheaper | 20% | 0.50% | — |
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