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 | 46% | 0.75% | — |
| 2 | Transamerica Large Core ESG · TLARX, TLAFX, TLATX, TLACX, TLASX cheaper diff. adviser | 46% | 0.55% | Transamerica Asset Management, Inc. |
| 3 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 46% | 0.98% | HORIZON INVESTMENTS LLC. |
| 4 | Fidelity Quality Factor ETF · FQAL cheaper diff. adviser | 46% | 0.15% | Fidelity Management & Research Company LLC |
| 5 | Adams Diversified Equity Fund, Inc. | 46% | — | — |
| 6 | MML Sustainable Equity Fund cheaper diff. adviser | 45% | 0.57% | MML Investment Advisers, LLC |
| 7 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 45% | 0.66% | New York Life Investment Management LLC |
| 8 | U.S. Quality ESG Fund cheaper diff. adviser | 45% | 0.39% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | American Century Large Cap Equity ETF · ACLC cheaper | 45% | 0.39% | — |
| 10 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper diff. adviser | 45% | 0.45% | Principal Global Investors, LLC |
| 11 | YieldMax Target 12 Big 50 Option Income ETF · BIGY cheaper | 45% | 1.09% | — |
| 12 | S&P 500 2x Strategy Fund cheaper diff. adviser | 45% | 1.86% | Security Investors, LLC |
| 13 | AVIP BlackRock Advantage Large Cap Core Portfolio cheaper diff. adviser | 45% | 0.70% | CONSTELLATION INVESTMENTS INC |
| 14 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 45% | 0.05% | The Vanguard Group, Inc. |
| 15 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX cheaper diff. adviser | 45% | 1.22% | AllianceBernstein L.P. |
| 16 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 45% | 0.15% | Franklin Advisory Services, LLC |
| 17 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 44% | 0.15% | BlackRock Fund Advisors |
| 18 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 44% | 0.00% | American Century Investment Management, Inc. |
| 19 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX cheaper diff. adviser | 44% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 20 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 44% | 0.36% | Voya Investments, LLC |
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