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 | Zacks All-Cap Core Fund | 60% | 1.01% | Zacks Investment Management, Inc. |
| 2 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 46% | 0.99% | Advisors Preferred, LLC |
| 3 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 43% | 0.15% | Fidelity Management & Research Company LLC |
| 4 | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF · CDEI cheaper | 43% | 0.14% | — |
| 5 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 41% | 1.09% | — |
| 6 | Fidelity SAI U.S. Low Volatility Index Fund · FSUVX cheaper diff. adviser | 41% | 0.10% | Fidelity Management & Research Company LLC |
| 7 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 40% | 0.98% | HORIZON INVESTMENTS LLC. |
| 8 | Large Cap Core Portfolio I diff. adviser | 40% | — | UBS Trust Company of Puerto Rico |
| 9 | Calamos Select Fund · CVAAX, CVACX, CVAIX diff. adviser | 39% | 0.90% | Calamos Advisors LLC |
| 10 | SGI Enhanced Market Leaders ETF · LDRX | 39% | 0.59% | — |
| 11 | Optimized Equity Income ETF · OEI | 38% | 0.75% | — |
| 12 | Invesco Rising Dividends Fund diff. adviser | 38% | 0.64% | Invesco Advisers, Inc. |
| 13 | Nuveen S&P 500 Dynamic Overwrite Fund | 38% | — | — |
| 14 | HARTFORD CORE EQUITY FUND · HAIAX, HGICX, HGIYX, HGIRX, HGISX, HGITX, HGIIX, HAITX, HGIFX cheaper diff. adviser | 38% | 0.36% | Hartford Funds Management Company, LLC |
| 15 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 38% | 0.04% | BlackRock Fund Advisors |
| 16 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 38% | 0.52% | Invesco Capital Management LLC |
| 17 | Horizon Managed Risk ETF · SFTY diff. adviser | 37% | 0.77% | HORIZON INVESTMENTS LLC. |
| 18 | Horizon Core Equity ETF · STOX diff. adviser | 37% | 0.70% | HORIZON INVESTMENTS LLC. |
| 19 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 37% | 0.05% | The Vanguard Group, Inc. |
| 20 | Alger Growth & Income Portfolio · AIGOX diff. adviser | 37% | 0.85% | Fred Alger Management, Inc. |
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