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 | WESTWOOD INCOME OPPORTUNITY FUND · WWICX, WHGIX, WWIAX, WHGOX | 43% | 0.77% | Westwood Management Corp. |
| 2 | Westwood Enhanced Income Opportunity ETF | 25% | 0.79% | — |
| 3 | TETON Westwood Balanced Fund · WEBCX, WEBAX, WBCCX, WBBIX diff. adviser | 18% | 1.18% | Teton Advisors, LLC |
| 4 | WisdomTree U.S. LargeCap Dividend Fund · DLN diff. adviser | 12% | 0.28% | WisdomTree Asset Management, Inc. |
| 5 | WisdomTree U.S. Total Dividend Fund · DTD diff. adviser | 12% | 0.28% | WisdomTree Asset Management, Inc. |
| 6 | NYLI S&P 500 Index Fund · MYSPX, MSXAX, MSPIX, MSXMX cheaper diff. adviser | 11% | 0.21% | New York Life Investment Management LLC |
| 7 | Victory Growth & Income Fund · USGRX, UIGIX diff. adviser | 11% | 0.86% | Victory Capital Management Inc. |
| 8 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX diff. adviser | 11% | 0.54% | Columbia Management Investment Advisers, LLC |
| 9 | AVIP BlackRock Advantage Large Cap Value Portfolio diff. adviser | 11% | 0.74% | CONSTELLATION INVESTMENTS INC |
| 10 | Global Atlantic BlackRock Disciplined Value Portfolio diff. adviser | 11% | 0.57% | Global Atlantic Investment Advisors, LLC |
| 11 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 10% | 0.04% | BlackRock Fund Advisors |
| 12 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 10% | 0.25% | Invesco Capital Management LLC |
| 13 | S&P 500 Index Fund · SPFIX, SPXKX diff. adviser | 10% | 0.42% | CCM Partners, LP. dba Shelton Capital Management |
| 14 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 10% | 0.20% | BlackRock Fund Advisors |
| 15 | BlackRock Advantage Large Cap Value V.I. Fund diff. adviser | 10% | 0.60% | BlackRock Advisors, LLC |
| 16 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX diff. adviser | 10% | 0.43% | Voya Investments, LLC |
| 17 | Nuveen Equity Long/Short Fund · NELAX, NELCX, NELIX | 10% | 1.91% | — |
| 18 | BlackRock Advantage Large Cap Value Fund diff. adviser | 10% | 0.49% | BlackRock Advisors, LLC |
| 19 | Victory Income Stock Fund · USISX, UIISX diff. adviser | 10% | 0.75% | Victory Capital Management Inc. |
| 20 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 10% | 0.98% | HORIZON INVESTMENTS LLC. |
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