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 & Gaynor Income Growth ETF · BGIG cheaper | 79% | 0.45% | BAHL & GAYNOR, INC. |
| 2 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper diff. adviser | 40% | 0.30% | UBS Asset Management (Americas) LLC |
| 3 | Bahl & Gaynor Dividend ETF · BGDV cheaper | 39% | 0.45% | BAHL & GAYNOR, INC. |
| 4 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 39% | 0.04% | The Vanguard Group, Inc. |
| 5 | Ancora Dividend Value Equity Fund diff. adviser | 38% | 0.75% | Ancora Advisors LLC |
| 6 | Capital Group Conservative Equity ETF · CGCV cheaper diff. adviser | 37% | 0.33% | Capital Research and Management Company |
| 7 | Carillon Eagle Growth & Income Fund · HIGJX, HIGUX, HRCVX, HIGCX cheaper diff. adviser | 37% | 0.07% | Carillon Tower Advisers, Inc. |
| 8 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 37% | 0.52% | Invesco Capital Management LLC |
| 9 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 37% | 0.89% | Charles Schwab Investment Management, Inc. |
| 10 | Nuveen Dividend Growth ETF · NDVG diff. adviser | 36% | 0.65% | Nuveen Fund Advisors, LLC |
| 11 | Nuveen Dividend Growth Fund · NSBAX, NSBCX, NSBRX, NSBFX, NUDG cheaper | 36% | 0.61% | — |
| 12 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 36% | 0.04% | The Vanguard Group, Inc. |
| 13 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 36% | 0.54% | Columbia Management Investment Advisers, LLC |
| 14 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 35% | 0.08% | BlackRock Fund Advisors |
| 15 | Strive 1000 Dividend Growth ETF · STXD cheaper diff. adviser | 35% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 16 | Franklin Rising Dividends VIP Fund diff. adviser | 35% | 0.63% | Franklin Advisers, Inc. |
| 17 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX cheaper diff. adviser | 35% | 0.52% | Franklin Advisers, Inc. |
| 18 | EQ/Franklin Rising Dividends Portfolio cheaper diff. adviser | 35% | 0.62% | Equitable Investment Management Group, LLC |
| 19 | Nicholas Equity Income Fund, Inc. · NSEIX, NNEIX diff. adviser | 34% | 0.70% | Nicholas Company, Inc. |
| 20 | Large Cap Value Fund diff. adviser | 34% | 0.63% | Madison Asset Management, LLC |
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