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 | 53% | 0.98% | HORIZON INVESTMENTS LLC. |
| 2 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX diff. adviser | 52% | 1.22% | AllianceBernstein L.P. |
| 3 | Optimized Equity Income ETF · OEI | 49% | 0.75% | — |
| 4 | FT Vest Total Return Income Fund: Series A2 | 47% | — | — |
| 5 | FT Vest Total Return Income Fund: Series A3 | 46% | — | — |
| 6 | FT Vest Total Return Income Fund: Series A4 | 46% | — | — |
| 7 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX cheaper diff. adviser | 46% | 0.48% | DWS Investment Management Americas, Inc. |
| 8 | MML Sustainable Equity Fund cheaper diff. adviser | 46% | 0.57% | MML Investment Advisers, LLC |
| 9 | FT Vest Total Return Income Fund: Series B1 | 46% | — | — |
| 10 | NYLI VP American Century Sustainable Equity Portfolio cheaper diff. adviser | 46% | 0.66% | New York Life Investment Management LLC |
| 11 | Fidelity Dividend ETF for Rising Rates · FDRR cheaper diff. adviser | 46% | 0.15% | Fidelity Management & Research Company LLC |
| 12 | FlexShares STOXX US ESG Select Index Fund · ESG cheaper diff. adviser | 45% | 0.32% | NORTHERN TRUST INVESTMENTS, INC. |
| 13 | FT Vest Hedged Equity Income Fund: Series A2 | 45% | — | — |
| 14 | Nuveen S&P 500 Dynamic Overwrite Fund | 45% | — | — |
| 15 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 45% | 0.20% | BlackRock Fund Advisors |
| 16 | Transamerica Large Core ESG · TLARX, TLAFX, TLATX, TLACX, TLASX cheaper diff. adviser | 45% | 0.55% | Transamerica Asset Management, Inc. |
| 17 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 45% | 0.13% | SSGA Funds Management, Inc. |
| 18 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 45% | 0.85% | SSGA Funds Management, Inc. |
| 19 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 45% | 0.25% | SSGA Funds Management, Inc. |
| 20 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 45% | 0.38% | SSGA Funds Management, Inc. |
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