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 | Becker Value Equity Fund · BVEFX, BVEIX cheaper diff. adviser | 25% | 0.68% | Becker Capital Management Inc |
| 2 | Rational Equity Armor Fund · HDCAX, HDCTX, HDCEX diff. adviser | 24% | 1.61% | Rational Advisors, Inc. |
| 3 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 24% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 4 | YieldMax Target 12 Big 50 Option Income ETF · BIGY cheaper | 24% | 1.09% | — |
| 5 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 24% | 0.12% | Principal Global Investors, LLC |
| 6 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 23% | 0.79% | Swan Capital Management, LLC |
| 7 | iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser | 22% | 0.26% | BlackRock Fund Advisors |
| 8 | Monteagle Enhanced Equity Income Fund diff. adviser | 21% | 1.36% | Park Place Capital Corporation |
| 9 | ALGER GROWTH & INCOME FUND · ALBAX, ALBCX, AGIZX cheaper diff. adviser | 21% | 0.62% | Fred Alger Management, Inc. |
| 10 | Alger Growth & Income Portfolio · AIGOX cheaper diff. adviser | 21% | 0.85% | Fred Alger Management, Inc. |
| 11 | Optimized Equity Income ETF · OEI cheaper | 21% | 0.75% | — |
| 12 | Large Cap Core Portfolio I diff. adviser | 21% | — | UBS Trust Company of Puerto Rico |
| 13 | Core Alternative ETF · CCOR cheaper diff. adviser | 21% | 1.29% | Core Alternative Capital LLC |
| 14 | SPIRIT OF AMERICA LARGE CAP VALUE FUND · SOAVX, SACVX, SOIVX cheaper diff. adviser | 21% | 1.22% | Spirit of America Management Corp. |
| 15 | iMGP Berkshire Dividend Growth ETF · BDVG cheaper diff. adviser | 20% | 0.55% | IM Global Partner Fund Management, LLC |
| 16 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX cheaper diff. adviser | 20% | 1.00% | Crossmark Global Investments, Inc. |
| 17 | ABSOLUTE CAPITAL OPPORTUNITIES FUND · CAPOX diff. adviser | 20% | 1.51% | Absolute Investment Advisers LLC |
| 18 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX cheaper diff. adviser | 20% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 19 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 20% | 0.98% | HORIZON INVESTMENTS LLC. |
| 20 | PGIM Jennison Focused Value Fund · PJIAX, PJGCX, PJGZX, PJORX, PJOQX cheaper | 20% | 0.75% | — |
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