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 | Swan Enhanced Dividend Income ETF · SCLZ diff. adviser | 54% | 0.79% | Swan Capital Management, LLC |
| 2 | iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser | 51% | 0.26% | BlackRock Fund Advisors |
| 3 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 50% | 0.12% | Principal Global Investors, LLC |
| 4 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 47% | 1.09% | — |
| 5 | Optimized Equity Income ETF · OEI | 47% | 0.75% | — |
| 6 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 47% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 47% | 0.20% | BlackRock Fund Advisors |
| 8 | Nuveen S&P 500 Dynamic Overwrite Fund | 47% | — | — |
| 9 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 47% | 0.20% | BlackRock Fund Advisors |
| 10 | VistaShares Target 15 S&P 100 Distribution ETF | 46% | — | — |
| 11 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 46% | 0.20% | Invesco Capital Management LLC |
| 12 | SGI Enhanced Market Leaders ETF · LDRX | 45% | 0.59% | — |
| 13 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX diff. adviser | 45% | 1.00% | Crossmark Global Investments, Inc. |
| 14 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 45% | 0.98% | HORIZON INVESTMENTS LLC. |
| 15 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 45% | — | Boston Management and Research |
| 16 | FlexShares STOXX US ESG Select Index Fund · ESG cheaper diff. adviser | 45% | 0.32% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | Large Cap Core Portfolio I diff. adviser | 45% | — | UBS Trust Company of Puerto Rico |
| 18 | FT Vest Total Return Income Fund: Series A2 | 45% | — | — |
| 19 | NAA LARGE CORE SERIES diff. adviser | 45% | 0.94% | New Age Alpha Advisors, LLC |
| 20 | NAA LARGE GROWTH SERIES diff. adviser | 45% | 1.04% | New Age Alpha Advisors, LLC |
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