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 | First Trust Enhanced Equity Income Fund | 30% | — | — |
| 2 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 29% | 0.28% | WisdomTree Asset Management, Inc. |
| 3 | VictoryShares WestEnd US Sector ETF · MODL cheaper diff. adviser | 28% | 0.46% | Victory Capital Management Inc. |
| 4 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX diff. adviser | 28% | 1.00% | Crossmark Global Investments, Inc. |
| 5 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 28% | 0.06% | Franklin Advisory Services, LLC |
| 6 | DWS Equity Sector Strategy Fund · SUPAX, SUPCX, SPGRX, SNPTX cheaper diff. adviser | 27% | 0.48% | DWS Investment Management Americas, Inc. |
| 7 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 27% | 0.28% | WisdomTree Asset Management, Inc. |
| 8 | Davidson Multi-Cap Equity Fund · DFMAX, DFMIX diff. adviser | 27% | 0.90% | Davidson Investment Advisors Inc |
| 9 | FlexShares US Quality Large Cap Index Fund · QLC cheaper diff. adviser | 26% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 10 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 26% | 0.15% | Franklin Advisory Services, LLC |
| 11 | Victory Growth & Income Fund · USGRX, UIGIX diff. adviser | 26% | 0.86% | Victory Capital Management Inc. |
| 12 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 26% | 0.48% | Voya Investments, LLC |
| 13 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 26% | 1.07% | Lincoln Financial Investments Corporation |
| 14 | Invesco S&P 500 Minimum Variance ETF · SPMV cheaper diff. adviser | 26% | 0.10% | Invesco Capital Management LLC |
| 15 | VistaShares Target 15 S&P 100 Distribution ETF | 26% | — | — |
| 16 | Optimized Equity Income ETF · OEI | 26% | 0.75% | — |
| 17 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 26% | 0.98% | HORIZON INVESTMENTS LLC. |
| 18 | Invesco S&P 500 QVM Multi-Factor ETF · QVML cheaper diff. adviser | 26% | 0.11% | Invesco Capital Management LLC |
| 19 | Allspring Disciplined U.S. Core Fund · EVSAX, EVSTX, EVSYX, EVSIX, EVSRX cheaper diff. adviser | 25% | 0.42% | Allspring Funds Management, LLC |
| 20 | Gateway Fund · GATEX, GTECX, GTEYX, GATTX, GTENX diff. adviser | 25% | 0.65% | Natixis Advisors, LLC |
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