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 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 33% | 0.98% | HORIZON INVESTMENTS LLC. |
| 2 | YieldMax Target 12 Big 50 Option Income ETF · BIGY cheaper | 32% | 1.09% | — |
| 3 | CONNORS HEDGED EQUITY FUND cheaper diff. adviser | 32% | 1.10% | Connors Investor Services, Inc. |
| 4 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 31% | 0.28% | WisdomTree Asset Management, Inc. |
| 5 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 31% | 0.79% | Swan Capital Management, LLC |
| 6 | FT Vest Total Return Income Fund: Series A2 | 31% | — | — |
| 7 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX cheaper diff. adviser | 31% | 1.00% | Crossmark Global Investments, Inc. |
| 8 | JAMESTOWN EQUITY FUND · JAMEX cheaper diff. adviser | 31% | 0.99% | Lowe, Brockenbrough and Company, Inc. |
| 9 | FT Vest Total Return Income Fund: Series A3 | 31% | — | — |
| 10 | SPIRIT OF AMERICA LARGE CAP VALUE FUND · SOAVX, SACVX, SOIVX cheaper diff. adviser | 30% | 1.22% | Spirit of America Management Corp. |
| 11 | FT Vest Total Return Income Fund: Series A4 | 30% | — | — |
| 12 | Payden Equity Income Fund · PYVLX, PYVAX, PYVSX cheaper diff. adviser | 30% | 0.65% | Payden & Rygel |
| 13 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX cheaper diff. adviser | 30% | 1.22% | AllianceBernstein L.P. |
| 14 | FT Vest Total Return Income Fund: Series B1 | 30% | — | — |
| 15 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 30% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 16 | FT Vest Hedged Equity Income Fund: Series A2 | 30% | — | — |
| 17 | Fidelity Dividend ETF for Rising Rates · FDRR cheaper diff. adviser | 30% | 0.15% | Fidelity Management & Research Company LLC |
| 18 | FT Vest Hedged Equity Income Fund: Series A3 | 29% | — | — |
| 19 | FT Vest Total Return Income Fund: Series B2 | 29% | — | — |
| 20 | FT Vest Hedged Equity Income Fund: Series A4 | 29% | — | — |
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