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 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX | 28% | 0.98% | HORIZON INVESTMENTS LLC. |
| 2 | Optimized Equity Income ETF · OEI cheaper | 28% | 0.75% | — |
| 3 | Persimmon Long/Short Fund · LSEIX | 27% | 1.99% | Dakota Wealth, LLC. |
| 4 | NAA LARGE CORE FUND · GILIX, SECEX, SFECX, SFEPX | 27% | 1.00% | New Age Alpha Advisors, LLC |
| 5 | NAA LARGE CORE SERIES cheaper | 27% | 0.94% | New Age Alpha Advisors, LLC |
| 6 | Fidelity New Millennium Fund · FMILX cheaper | 27% | 0.76% | Fidelity Management & Research Company LLC |
| 7 | BlackRock Advantage Large Cap Core Portfolio cheaper | 27% | 0.49% | BlackRock Advisors, LLC |
| 8 | AVIP BlackRock Advantage Large Cap Core Portfolio cheaper | 27% | 0.70% | CONSTELLATION INVESTMENTS INC |
| 9 | BlackRock Advantage Large Cap Core V.I. Fund cheaper | 27% | 0.66% | BlackRock Advisors, LLC |
| 10 | Global Atlantic BlackRock Disciplined Core Portfolio cheaper | 26% | 0.51% | Global Atlantic Investment Advisors, LLC |
| 11 | Horizon Expedition Plus ETF · HBTA cheaper | 26% | 0.86% | HORIZON INVESTMENTS LLC. |
| 12 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX cheaper | 26% | 0.48% | DWS Investment Management Americas, Inc. |
| 13 | VistaShares Target 15 S&P 100 Distribution ETF | 26% | — | — |
| 14 | Calamos Growth & Income Portfolio | 26% | 1.26% | Calamos Advisors LLC |
| 15 | Horizon Defined Risk Fund · HNDRX, HIDRX, HADRX cheaper | 26% | 0.92% | HORIZON INVESTMENTS LLC. |
| 16 | QRAFT AI-Enhanced U.S. Large Cap ETF · QRFT cheaper | 26% | 0.75% | Exchange Traded Concepts, LLC |
| 17 | Goldman Sachs JUST U.S. Large Cap Equity ETF · JUST cheaper | 26% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 18 | Eaton Vance Equity Strategy Fund · ERBAX, ERBXC, ERBIX cheaper | 26% | 0.87% | Eaton Vance Management |
| 19 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX | 26% | 1.22% | AllianceBernstein L.P. |
| 20 | Calamos Growth & Income Fund · CVTRX, CVTCX, CGIIX, CGIOX cheaper | 26% | 0.73% | Calamos Advisors LLC |
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