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 | iShares Currency Hedged MSCI EAFE ETF · HEFA cheaper diff. adviser | 25% | 0.35% | BlackRock Fund Advisors |
| 2 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX cheaper diff. adviser | 23% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 3 | AB US High Dividend ETF · HIDV cheaper diff. adviser | 22% | 0.35% | AllianceBernstein L.P. |
| 4 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 22% | 0.06% | Franklin Advisory Services, LLC |
| 5 | Invesco RAFI Strategic US ETF · IUS cheaper diff. adviser | 22% | 0.19% | Invesco Capital Management LLC |
| 6 | Income Equity Fund · NOIEX cheaper diff. adviser | 22% | 0.49% | NORTHERN TRUST INVESTMENTS, INC. |
| 7 | Invesco RAFI US 1000 ETF · PRF cheaper diff. adviser | 21% | 0.34% | Invesco Capital Management LLC |
| 8 | First Trust Active Factor Large Cap ETF · AFLG cheaper diff. adviser | 21% | 0.55% | First Trust Advisors L.P. |
| 9 | BNY Mellon Equity Income Fund · DQIAX, DQICX, DQIRX, DQIYX cheaper diff. adviser | 21% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 10 | Gotham Enhanced 500 ETF · GSPY cheaper diff. adviser | 21% | 0.50% | Tidal Investments LLC |
| 11 | ProShares Large Cap Core Plus · CSM cheaper diff. adviser | 21% | 0.45% | PROSHARE ADVISORS LLC |
| 12 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX cheaper diff. adviser | 20% | 0.25% | Charles Schwab Investment Management, Inc. |
| 13 | Tri-Continental Corporation | 20% | — | — |
| 14 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 20% | 0.98% | HORIZON INVESTMENTS LLC. |
| 15 | Gotham Enhanced S&P 500 Index Fund · GSPFX cheaper diff. adviser | 20% | 0.50% | Gotham Asset Management, LLC |
| 16 | Fidelity Value Factor ETF · FVAL cheaper diff. adviser | 20% | 0.15% | Fidelity Management & Research Company LLC |
| 17 | Schwab Fundamental U.S. Large Company ETF · FNDX cheaper diff. adviser | 20% | 0.25% | Charles Schwab Investment Management, Inc. |
| 18 | Multifactor U.S. Equity Fund · RTDAX, RTDCX, RTDSX, RTDYX, RTDTX, RTDRX cheaper diff. adviser | 20% | 0.44% | Russell Investment Management, LLC |
| 19 | WisdomTree U.S. LargeCap Fund · EPS cheaper diff. adviser | 20% | 0.08% | WisdomTree Asset Management, Inc. |
| 20 | RACWI US ETF · RAUS cheaper | 20% | 0.00% | — |
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