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 | Victory Sustainable World Fund · USAWX, UIWGX, USWGX | 71% | 1.03% | Victory Capital Management Inc. |
| 2 | Optimized Equity Income ETF · OEI | 40% | 0.75% | — |
| 3 | FT Vest Total Return Income Fund: Series A2 | 39% | — | — |
| 4 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 39% | 1.07% | Lincoln Financial Investments Corporation |
| 5 | FT Vest Total Return Income Fund: Series A3 | 39% | — | — |
| 6 | FT Vest Total Return Income Fund: Series A4 | 39% | — | — |
| 7 | FT Vest Total Return Income Fund: Series B1 | 38% | — | — |
| 8 | FT Vest Hedged Equity Income Fund: Series A2 | 38% | — | — |
| 9 | Gateway Fund · GATEX, GTECX, GTEYX, GATTX, GTENX diff. adviser | 38% | 0.65% | Natixis Advisors, LLC |
| 10 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 38% | 0.20% | BlackRock Fund Advisors |
| 11 | Aptus Collared Investment Opportunity ETF · ACIO diff. adviser | 38% | 0.79% | Aptus Capital Advisors, LLC |
| 12 | Aptus Drawdown Managed Equity ETF · ADME diff. adviser | 38% | 0.79% | Aptus Capital Advisors, LLC |
| 13 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund cheaper diff. adviser | 38% | 0.36% | Lincoln Financial Investments Corporation |
| 14 | FT Vest Hedged Equity Income Fund: Series A3 | 38% | — | — |
| 15 | iShares Global 100 ETF · IOO cheaper diff. adviser | 38% | 0.40% | BlackRock Fund Advisors |
| 16 | FT Vest Total Return Income Fund: Series B2 | 38% | — | — |
| 17 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 38% | 0.05% | The Vanguard Group, Inc. |
| 18 | FT Vest Hedged Equity Income Fund: Series A4 | 38% | — | — |
| 19 | FT Vest Hedged Equity Income Fund: Series B1 | 37% | — | — |
| 20 | Gateway Equity Call Premium Fund · GCPAX, GCPCX, GCPYX, GCPTX, GCPNX diff. adviser | 37% | 0.63% | Natixis Advisors, LLC |
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