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 diff. adviser | 41% | 0.98% | HORIZON INVESTMENTS LLC. |
| 2 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 40% | 0.28% | WisdomTree Asset Management, Inc. |
| 3 | Impact Shares Women's Empowerment ETF · WOMN diff. adviser | 40% | 0.75% | Tidal Investments LLC |
| 4 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 39% | 1.09% | — |
| 5 | Alger Growth & Income Portfolio · AIGOX diff. adviser | 39% | 0.85% | Fred Alger Management, Inc. |
| 6 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX diff. adviser | 38% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 7 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 38% | 0.89% | Charles Schwab Investment Management, Inc. |
| 8 | ALGER GROWTH & INCOME FUND · ALBAX, ALBCX, AGIZX cheaper diff. adviser | 38% | 0.62% | Fred Alger Management, Inc. |
| 9 | The Value Fund · CFVLX diff. adviser | 38% | 0.69% | Commerce Investment Advisors, Inc. |
| 10 | Impact Shares Naacp Minority Empowerment ETF · NACP cheaper diff. adviser | 38% | 0.49% | Tidal Investments LLC |
| 11 | NYLI Epoch U.S. Equity Yield Fund · EPLIX, EPLPX, EPLKX, EPLCX, EPLDX, EPLMX diff. adviser | 38% | 0.73% | New York Life Investment Management LLC |
| 12 | CONNORS HEDGED EQUITY FUND diff. adviser | 38% | 1.10% | Connors Investor Services, Inc. |
| 13 | Zacks All-Cap Core Fund diff. adviser | 37% | 1.01% | Zacks Investment Management, Inc. |
| 14 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 37% | 0.28% | WisdomTree Asset Management, Inc. |
| 15 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 37% | 0.20% | BlackRock Fund Advisors |
| 16 | Optimized Equity Income ETF · OEI | 37% | 0.75% | — |
| 17 | NYLI VP Epoch U.S. Equity Yield Portfolio diff. adviser | 37% | 0.68% | New York Life Investment Management LLC |
| 18 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 37% | 0.43% | Voya Investments, LLC |
| 19 | Fidelity Dividend ETF for Rising Rates · FDRR cheaper diff. adviser | 36% | 0.15% | Fidelity Management & Research Company LLC |
| 20 | VOYA GROWTH AND INCOME PORTFOLIO · IAVGX, IIVGX, ISVGX, IGISX diff. adviser | 36% | 0.67% | Voya Investments, LLC |
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