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 | DWS Core Equity VIP | 100% | 0.58% | DWS Investment Management Americas, Inc. |
| 2 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 55% | 0.20% | BlackRock Fund Advisors |
| 3 | Destinations Shelter Fund · DSHFX, DSHZX diff. adviser | 54% | 1.00% | Brinker Capital Investments, LLC |
| 4 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 54% | 0.05% | The Vanguard Group, Inc. |
| 5 | Gateway Fund · GATEX, GTECX, GTEYX, GATTX, GTENX diff. adviser | 54% | 0.65% | Natixis Advisors, LLC |
| 6 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 54% | 1.07% | Lincoln Financial Investments Corporation |
| 7 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 54% | 0.15% | BlackRock Fund Advisors |
| 8 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 54% | 0.20% | Invesco Capital Management LLC |
| 9 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 54% | 0.36% | Voya Investments, LLC |
| 10 | DWS ESG Core Equity Fund · DESRX, DESUX, DESSX, DESGX, DESAX, DESCX | 53% | 0.55% | DWS Investment Management Americas, Inc. |
| 11 | Aptus Drawdown Managed Equity ETF · ADME diff. adviser | 53% | 0.79% | Aptus Capital Advisors, LLC |
| 12 | Optimized Equity Income ETF · OEI | 53% | 0.75% | — |
| 13 | Nuveen S&P 500 Buy-Write Income Fund | 53% | — | — |
| 14 | Aptus Collared Investment Opportunity ETF · ACIO diff. adviser | 53% | 0.79% | Aptus Capital Advisors, LLC |
| 15 | Invesco S&P 500 QVM Multi-Factor ETF · QVML cheaper diff. adviser | 53% | 0.11% | Invesco Capital Management LLC |
| 16 | VistaShares Target 15 S&P 100 Distribution ETF | 53% | — | — |
| 17 | Alpha Architect US Equity ETF · AAUS cheaper | 52% | 0.15% | — |
| 18 | Monopoly ETF | 52% | 0.79% | — |
| 19 | AVIP BlackRock Advantage Large Cap Core Portfolio diff. adviser | 52% | 0.70% | CONSTELLATION INVESTMENTS INC |
| 20 | Alpha Architect US Equity 2 ETF · AAEQ cheaper | 51% | 0.15% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.