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 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 54% | 0.59% | — |
| 2 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 53% | 0.20% | BlackRock Fund Advisors |
| 3 | VistaShares Target 15 S&P 100 Distribution ETF | 53% | — | — |
| 4 | YieldMax Target 12 Big 50 Option Income ETF · BIGY cheaper | 53% | 1.09% | — |
| 5 | Optimized Equity Income ETF · OEI cheaper | 52% | 0.75% | — |
| 6 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 52% | 0.20% | Invesco Capital Management LLC |
| 7 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 52% | 0.79% | Swan Capital Management, LLC |
| 8 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 51% | 0.05% | The Vanguard Group, Inc. |
| 9 | Schwab Large-Cap Growth Fund · SWLSX cheaper diff. adviser | 51% | 0.99% | Charles Schwab Investment Management, Inc. |
| 10 | Amplify CWP Growth & Income ETF cheaper | 50% | 0.56% | — |
| 11 | North Country Large Cap Equity Fund · NCEGX cheaper diff. adviser | 50% | 0.99% | Advisors Preferred, LLC |
| 12 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 50% | 0.74% | Thrivent Asset Management, LLC |
| 13 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 50% | 0.43% | Thrivent Financial for Lutherans |
| 14 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 50% | 0.15% | BlackRock Fund Advisors |
| 15 | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 50% | — | — |
| 16 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 50% | 0.36% | Voya Investments, LLC |
| 17 | AVIP BlackRock Advantage Large Cap Core Portfolio cheaper diff. adviser | 50% | 0.70% | CONSTELLATION INVESTMENTS INC |
| 18 | BlackRock Advantage Large Cap Core Fund cheaper diff. adviser | 50% | 0.43% | BlackRock Advisors, LLC |
| 19 | QRAFT AI-Enhanced U.S. Large Cap ETF · QRFT cheaper diff. adviser | 50% | 0.75% | Exchange Traded Concepts, LLC |
| 20 | Harbor Long-Term Growers ETF · WINN cheaper diff. adviser | 50% | 0.57% | Harbor Capital Advisors, Inc. |
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