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 | ARS Focused Opportunities Strategy ETF · AFOS | 34% | 0.45% | — |
| 2 | LAFFER TENGLER Equity Income ETF · TGLR | 32% | 0.95% | Tuttle Capital Management, LLC |
| 3 | Eaton Vance Dividend Builder Fund · EVTMX, ECTMX, EIUTX | 30% | 0.74% | Boston Management and Research |
| 4 | Wedbush LAFFER|TENGLER New Era Value ETF | 30% | 0.85% | — |
| 5 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX | 29% | 0.54% | Columbia Management Investment Advisers, LLC |
| 6 | Schwab Dividend Equity Fund · SWDSX | 28% | 0.89% | Charles Schwab Investment Management, Inc. |
| 7 | Franklin Rising Dividends VIP Fund | 28% | 0.63% | Franklin Advisers, Inc. |
| 8 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX | 28% | 0.52% | Franklin Advisers, Inc. |
| 9 | EQ/Franklin Rising Dividends Portfolio | 28% | 0.62% | Equitable Investment Management Group, LLC |
| 10 | Franklin Dividend Growth ETF | 28% | 0.49% | — |
| 11 | Neiman Large Cap Value Fund · NEIMX, NEAMX | 27% | 1.30% | NEIMAN FUNDS MANAGEMENT LLC |
| 12 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX | 27% | 0.59% | Lord, Abbett & Co. LLC |
| 13 | Alger Growth & Income Portfolio · AIGOX | 27% | 0.85% | Fred Alger Management, Inc. |
| 14 | Dividend Growth Portfolio | 27% | 0.99% | Lord, Abbett & Co. LLC |
| 15 | ALGER GROWTH & INCOME FUND · ALBAX, ALBCX, AGIZX | 26% | 0.62% | Fred Alger Management, Inc. |
| 16 | FORT PITT CAPITAL TOTAL RETURN FUND · FPCGX | 26% | 1.00% | Kovitz Investment Group Partners, LLC |
| 17 | Invesco Dividend Income Fund · IAUTX, IUTCX, FSTUX, FSIUX, IAUYX, IFUTX | 26% | 0.60% | Invesco Advisers, Inc. |
| 18 | Invesco Dividend AchieversTM ETF · PFM | 25% | 0.52% | Invesco Capital Management LLC |
| 19 | DF Tactical 30 ETF | 25% | 0.70% | — |
| 20 | Siren DIVCON Leaders Dividend ETF · LEAD cheaper | 25% | 0.43% | SRN Advisors LLC |
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