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 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 91% | 0.25% | Invesco Capital Management LLC |
| 2 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX cheaper diff. adviser | 67% | 0.15% | DBX Advisors LLC |
| 3 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX diff. adviser | 63% | 1.00% | Crossmark Global Investments, Inc. |
| 4 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 55% | 0.05% | The Vanguard Group, Inc. |
| 5 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX | 54% | 0.64% | — |
| 6 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 53% | 0.20% | BlackRock Fund Advisors |
| 7 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper | 53% | 0.43% | Voya Investments, LLC |
| 8 | FT Vest Total Return Income Fund: Series A2 | 53% | — | — |
| 9 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 53% | 0.28% | WisdomTree Asset Management, Inc. |
| 10 | FT Vest Total Return Income Fund: Series A3 | 52% | — | — |
| 11 | VistaShares Target 15 S&P 100 Distribution ETF | 52% | — | — |
| 12 | FT Vest Total Return Income Fund: Series A4 | 51% | — | — |
| 13 | Optimized Equity Income ETF · OEI | 51% | 0.75% | — |
| 14 | FT Vest Total Return Income Fund: Series B1 | 51% | — | — |
| 15 | FT Vest Hedged Equity Income Fund: Series A2 | 50% | — | — |
| 16 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 50% | 0.20% | BlackRock Fund Advisors |
| 17 | SGI Enhanced Market Leaders ETF · LDRX | 50% | 0.59% | — |
| 18 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 50% | 0.04% | BlackRock Fund Advisors |
| 19 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 50% | 0.98% | HORIZON INVESTMENTS LLC. |
| 20 | Edgar Lomax Value Fund · LOMAX diff. adviser | 50% | 0.69% | The Edgar Lomax Company |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.