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 | Bahl and Gaynor Income Growth Fund · AFNAX, AFYCX, AFNIX cheaper diff. adviser | 31% | 0.63% | BAHL & GAYNOR, INC. |
| 2 | Bahl & Gaynor Income Growth ETF · BGIG cheaper diff. adviser | 31% | 0.45% | BAHL & GAYNOR, INC. |
| 3 | Cullen High Dividend Equity Fund · CHDEX, CHVCX, CHDVX, CHDRX, CHDPX cheaper diff. adviser | 29% | 0.75% | Cullen Capital Management, LLC |
| 4 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 29% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 5 | American Century Focused Large Cap Value ETF · FLV cheaper | 26% | 0.42% | — |
| 6 | Large Company Value Portfolio cheaper diff. adviser | 26% | 0.75% | Mason Street Advisors, LLC |
| 7 | Focused Large Cap Value Fund · ALVIX, ALPAX, ALVSX, ALPCX, ALVRX, ALVDX, ALVGX, ACFLX cheaper diff. adviser | 26% | 0.01% | American Century Investment Management, Inc. |
| 8 | Janus Henderson U.S. Dividend Income Fund · JIDVX, JNDVX, JDDVX cheaper | 26% | 0.57% | — |
| 9 | Neiman Large Cap Value Fund · NEIMX, NEAMX diff. adviser | 26% | 1.30% | NEIMAN FUNDS MANAGEMENT LLC |
| 10 | Nicholas Equity Income Fund, Inc. · NSEIX, NNEIX cheaper diff. adviser | 25% | 0.70% | Nicholas Company, Inc. |
| 11 | First Trust Dow 30 Equal Weight ETF · EDOW cheaper diff. adviser | 25% | 0.50% | First Trust Advisors L.P. |
| 12 | Schwab Dividend Equity Fund · SWDSX cheaper diff. adviser | 24% | 0.89% | Charles Schwab Investment Management, Inc. |
| 13 | Buffalo Flexible Allocation Fund · BUFBX, BUIBX cheaper diff. adviser | 24% | 0.86% | Kornitzer Capital Management, Inc. |
| 14 | CUTLER EQUITY FUND · DIVHX diff. adviser | 23% | 0.99% | Cutler Investment Counsel LLC |
| 15 | Columbia Variable Portfolio - Dividend Opportunity Fund cheaper diff. adviser | 23% | 0.73% | Columbia Management Investment Advisers, LLC |
| 16 | Ancora Dividend Value Equity Fund cheaper diff. adviser | 23% | 0.75% | Ancora Advisors LLC |
| 17 | RJ Eagle GCM Dividend Select Income ETF · RJDI cheaper diff. adviser | 23% | 0.55% | Carillon Tower Advisers, Inc. |
| 18 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX cheaper diff. adviser | 23% | 0.70% | Columbia Management Investment Advisers, LLC |
| 19 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX cheaper diff. adviser | 23% | 0.50% | Wilmington Funds Management Corporation |
| 20 | Invesco Dow Jones Industrial Average Dividend ETF · DJD cheaper diff. adviser | 23% | 0.07% | Invesco Capital Management LLC |
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