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 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 70% | 0.12% | Principal Global Investors, LLC |
| 2 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 66% | 1.09% | — |
| 3 | VistaShares Target 15 S&P 100 Distribution ETF | 65% | — | — |
| 4 | Optimized Equity Income ETF · OEI cheaper | 64% | 0.75% | — |
| 5 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 64% | 0.20% | BlackRock Fund Advisors |
| 6 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 63% | 0.20% | Invesco Capital Management LLC |
| 7 | FT Vest Total Return Income Fund: Series A2 | 63% | — | — |
| 8 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 63% | 0.59% | — |
| 9 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 62% | 0.20% | BlackRock Fund Advisors |
| 10 | FT Vest Total Return Income Fund: Series A3 | 62% | — | — |
| 11 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 61% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 12 | FT Vest Total Return Income Fund: Series A4 | 61% | — | — |
| 13 | NAA LARGE GROWTH SERIES diff. adviser | 61% | 1.04% | New Age Alpha Advisors, LLC |
| 14 | FT Vest Total Return Income Fund: Series B1 | 60% | — | — |
| 15 | FT Vest Hedged Equity Income Fund: Series A2 | 60% | — | — |
| 16 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 60% | 0.05% | The Vanguard Group, Inc. |
| 17 | FT Vest Hedged Equity Income Fund: Series A3 | 59% | — | — |
| 18 | iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser | 59% | 0.26% | BlackRock Fund Advisors |
| 19 | VANGUARD S&P 500 GROWTH INDEX FUND · VOOG, VSPGX cheaper diff. adviser | 59% | 0.05% | The Vanguard Group, Inc. |
| 20 | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF · SPYG cheaper diff. adviser | 58% | 0.04% | SSGA Funds Management, Inc. |
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