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 | abrdn Total Dynamic Dividend Fund | 97% | — | — |
| 2 | abrdn Global Dynamic Dividend Fund | 97% | — | — |
| 3 | JPMorgan Dividend Leaders ETF · JDIV cheaper diff. adviser | 30% | 0.47% | J.P. Morgan Investment Management, Inc. |
| 4 | Fidelity Global Equity Income Fund · FGILX, FGEHX, FGEKX, FGEEX, FGEGX, FGEJX cheaper diff. adviser | 29% | 0.82% | Fidelity Management & Research Company LLC |
| 5 | Sit Dividend Growth Fund · SDVGX, SDVSX cheaper diff. adviser | 28% | 0.70% | Sit Investment Associates, Inc. |
| 6 | NYLI Epoch Global Equity Yield Fund · EPSPX, EPSKX, EPSYX, EPSIX, EPSRX cheaper diff. adviser | 27% | 0.74% | New York Life Investment Management LLC |
| 7 | Putnam VT Core Equity Fund cheaper diff. adviser | 26% | 0.68% | Putnam Investment Management, LLC |
| 8 | JPMorgan Global Select Equity ETF · JGLO cheaper diff. adviser | 26% | 0.47% | J.P. Morgan Investment Management, Inc. |
| 9 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 26% | 0.08% | BlackRock Fund Advisors |
| 10 | First Trust Enhanced Equity Income Fund | 26% | — | — |
| 11 | Putnam Core Equity Fund cheaper diff. adviser | 26% | 0.63% | Putnam Investment Management, LLC |
| 12 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX cheaper diff. adviser | 26% | 1.00% | Crossmark Global Investments, Inc. |
| 13 | T. Rowe Price U.S. Large-Cap Core Fund, Inc. · TRULX, PAULX, RCLIX, TRZLX cheaper diff. adviser | 26% | 0.00% | T. Rowe Price Associates, Inc. |
| 14 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 25% | 0.48% | Voya Investments, LLC |
| 15 | Alger Growth & Income Portfolio · AIGOX cheaper diff. adviser | 25% | 0.85% | Fred Alger Management, Inc. |
| 16 | Old Westbury Large Cap Strategies Fund · OWLSX cheaper diff. adviser | 25% | 1.10% | Bessemer Investment Management LLC |
| 17 | iShares Global 100 ETF · IOO cheaper diff. adviser | 25% | 0.40% | BlackRock Fund Advisors |
| 18 | Variable Portfolio - Partners Core Equity Fund cheaper diff. adviser | 25% | 0.68% | Columbia Management Investment Advisers, LLC |
| 19 | American Funds Global Insight Fund · RGLGX, CGVYX, RGLFX, RGLEX, RGLDX, RGLHX, AGVTX, RGLBX, RGLAX, AGVHX, AGVGX, AGVEX, AGVDX, AGVFX, CGVTX, CGVFX, CGVEX, CGVBX, RGLJX, CGVGX, CGVHX cheaper diff. adviser | 25% | 0.45% | Capital Research and Management Company |
| 20 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 25% | 0.04% | The Vanguard Group, Inc. |
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