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 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 62% | 0.59% | — |
| 2 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 60% | 0.20% | Invesco Capital Management LLC |
| 3 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 59% | 1.09% | — |
| 4 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 59% | 0.20% | BlackRock Fund Advisors |
| 5 | VistaShares Target 15 S&P 100 Distribution ETF | 58% | — | — |
| 6 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 57% | 0.12% | Principal Global Investors, LLC |
| 7 | iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser | 56% | 0.26% | BlackRock Fund Advisors |
| 8 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 55% | 0.05% | The Vanguard Group, Inc. |
| 9 | Optimized Equity Income ETF · OEI cheaper | 55% | 0.75% | — |
| 10 | PAYSON TOTAL RETURN FUND · PBFDX cheaper diff. adviser | 55% | 0.81% | H.M. Payson & Co. |
| 11 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 55% | 0.20% | BlackRock Fund Advisors |
| 12 | iShares U.S. Thematic Rotation Active ETF cheaper diff. adviser | 55% | 0.57% | BlackRock Fund Advisors |
| 13 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 54% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 14 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 54% | 0.15% | BlackRock Fund Advisors |
| 15 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 54% | 0.25% | SSGA Funds Management, Inc. |
| 16 | Nuveen S&P 500 Dynamic Overwrite Fund | 54% | — | — |
| 17 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 54% | 0.36% | Voya Investments, LLC |
| 18 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 53% | 0.13% | SSGA Funds Management, Inc. |
| 19 | Large Cap Core Portfolio I diff. adviser | 53% | — | UBS Trust Company of Puerto Rico |
| 20 | Buffalo Blue Chip Growth Fund · BUFEX, BUIEX cheaper diff. adviser | 53% | 0.78% | Kornitzer Capital Management, Inc. |
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