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 Enhanced Income Opportunity ETF | 62% | 0.79% | — |
| 2 | WESTWOOD MULTI-ASSET INCOME FUND · WHGHX, WSDAX, WWHCX cheaper | 43% | 0.27% | Westwood Management Corp. |
| 3 | TETON Westwood Balanced Fund · WEBCX, WEBAX, WBCCX, WBBIX diff. adviser | 26% | 1.18% | Teton Advisors, LLC |
| 4 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 20% | 0.25% | Invesco Capital Management LLC |
| 5 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX diff. adviser | 20% | 1.22% | AllianceBernstein L.P. |
| 6 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 20% | 0.28% | WisdomTree Asset Management, Inc. |
| 7 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 19% | 0.98% | HORIZON INVESTMENTS LLC. |
| 8 | Victory Growth & Income Fund · USGRX, UIGIX diff. adviser | 19% | 0.86% | Victory Capital Management Inc. |
| 9 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 19% | 0.20% | BlackRock Fund Advisors |
| 10 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 19% | 0.43% | Voya Investments, LLC |
| 11 | Nuveen Equity Long/Short Fund · NELAX, NELCX, NELIX | 19% | 1.91% | — |
| 12 | Zacks Dividend Fund · ZDIVX, ZDIIX diff. adviser | 19% | 1.06% | Zacks Investment Management, Inc. |
| 13 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX diff. adviser | 19% | 1.00% | Crossmark Global Investments, Inc. |
| 14 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 19% | 0.28% | WisdomTree Asset Management, Inc. |
| 15 | ClearBridge Tactical Dividend Income Fund · CFLGX, SMDLX, LADIX, LCBDX diff. adviser | 18% | 1.02% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | Payden Equity Income Fund · PYVLX, PYVAX, PYVSX cheaper diff. adviser | 18% | 0.65% | Payden & Rygel |
| 17 | Adams Diversified Equity Fund, Inc. | 18% | — | — |
| 18 | Putnam U.S. Research Fund · PNRAX, PRFBX, PRACX, PRSRX, PURYX cheaper diff. adviser | 18% | 0.49% | Putnam Investment Management, LLC |
| 19 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 18% | 0.54% | Columbia Management Investment Advisers, LLC |
| 20 | Gotham Enhanced S&P 500 Index Fund · GSPFX cheaper diff. adviser | 18% | 0.50% | Gotham Asset Management, LLC |
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