ETFs most similar to SWP
The funds whose holdings overlap SWP Growth & Income ETF the most, by weight. as of Oct 8, 2026third-party data
By holdings overlap
| Fund | Category | Overlap with SWP | Fee | Assets | 1Y | Yield | Compare |
|---|---|---|---|---|---|---|---|
| SWPSWP Growth & Income ETF | Covered Call | — | 0.99% | $145M | −3.1% | 9.57% | |
| RFFCALPS Active Equity Opportunity ETF | Large Cap Blend | 42% | 0.48% | $30M | +14.2% | 0.64% | side by side |
| CGDVCapital Group Dividend Value ETF | High Dividend | 41% | 0.33% | $40.2B | +13.0% | 1.23% | side by side |
| WCAPWarCap Unconstrained Equity ETF | Multi-Strategy | 39% | 1.00% | $61M | −8.0% | 0.04% | side by side |
| CGCVCapital Group Conservative Equity ETF | Allocation | 39% | 0.33% | $2.2B | +10.3% | 1.54% | side by side |
| OEIOptimized Equity Income ETF | High Dividend | 38% | 0.75% | $46M | −0.3% | 9.15% | side by side |
Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.