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 | TETON Westwood Equity Fund · WEQCX, WEECX, WESWX, WEEIX | 56% | 1.43% | Teton Advisors, LLC |
| 2 | WESTWOOD QUALITY VALUE FUND · WWLAX, WWLCX, WHGLX, WHGQX cheaper diff. adviser | 53% | 0.55% | Westwood Management Corp. |
| 3 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX diff. adviser | 30% | 1.22% | AllianceBernstein L.P. |
| 4 | Gateway Fund · GATEX, GTECX, GTEYX, GATTX, GTENX cheaper diff. adviser | 29% | 0.65% | Natixis Advisors, LLC |
| 5 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 29% | 0.15% | Fidelity Management & Research Company LLC |
| 6 | Optimized Equity Income ETF · OEI cheaper | 29% | 0.75% | — |
| 7 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 29% | 0.13% | SSGA Funds Management, Inc. |
| 8 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 29% | 0.25% | SSGA Funds Management, Inc. |
| 9 | State Street U.S. Equity V.I.S. Fund · SSUSX cheaper diff. adviser | 29% | 0.85% | SSGA Funds Management, Inc. |
| 10 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 29% | 0.38% | SSGA Funds Management, Inc. |
| 11 | LargeCap Value Fund III · PPSFX, PPSRX, PLVIX, PLVJX cheaper diff. adviser | 29% | 0.68% | Principal Global Investors, LLC |
| 12 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 28% | 0.98% | HORIZON INVESTMENTS LLC. |
| 13 | Adams Diversified Equity Fund, Inc. | 28% | — | — |
| 14 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 28% | 0.05% | The Vanguard Group, Inc. |
| 15 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 28% | 0.15% | BlackRock Fund Advisors |
| 16 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 28% | 0.36% | Voya Investments, LLC |
| 17 | Goldman Sachs Enhanced U.S. Equity ETF · GUSE cheaper | 28% | 0.30% | — |
| 18 | YieldMax Target 12 Big 50 Option Income ETF · BIGY cheaper | 28% | 1.09% | — |
| 19 | Parametric Equity Plus ETF · PEPS cheaper | 28% | 0.10% | — |
| 20 | VistaShares Target 15 S&P 100 Distribution ETF | 28% | — | — |
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