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 | Amana Growth Fund · AMAGX, AMIGX cheaper | 29% | 0.61% | SATURNA CAPITAL CORPORATION |
| 2 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper diff. adviser | 28% | 0.30% | UBS Asset Management (Americas) LLC |
| 3 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 28% | 0.22% | Wellington Management Company LLP |
| 4 | Bahl and Gaynor Income Growth Fund · AFNAX, AFYCX, AFNIX cheaper diff. adviser | 28% | 0.63% | BAHL & GAYNOR, INC. |
| 5 | Nicholas Equity Income Fund, Inc. · NSEIX, NNEIX cheaper diff. adviser | 26% | 0.70% | Nicholas Company, Inc. |
| 6 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX cheaper | 25% | 0.62% | — |
| 7 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX cheaper diff. adviser | 25% | 0.51% | Hartford Funds Management Company, LLC |
| 8 | Saturna International Fund · SSIFX, SIFZX cheaper | 25% | 0.75% | SATURNA CAPITAL CORPORATION |
| 9 | Brighthouse/Wellington Core Equity Opportunities Portfolio cheaper diff. adviser | 25% | 0.62% | Brighthouse Investment Advisers, LLC |
| 10 | Saturna Sustainable Equity Fund · SEEFX cheaper | 24% | 0.75% | SATURNA CAPITAL CORPORATION |
| 11 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 24% | 0.04% | The Vanguard Group, Inc. |
| 12 | Bahl & Gaynor Income Growth ETF · BGIG cheaper diff. adviser | 24% | 0.45% | BAHL & GAYNOR, INC. |
| 13 | SP Funds S&P Global Technology ETF · SPTE cheaper diff. adviser | 24% | 0.55% | ShariaPortfolio, Inc. |
| 14 | Pear tree quality fund · USBOX, QGIAX, QGIRX cheaper diff. adviser | 23% | 0.64% | Pear Tree Advisors Inc. |
| 15 | Franklin Rising Dividends VIP Fund cheaper diff. adviser | 23% | 0.63% | Franklin Advisers, Inc. |
| 16 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX cheaper diff. adviser | 23% | 0.52% | Franklin Advisers, Inc. |
| 17 | EQ/Franklin Rising Dividends Portfolio cheaper diff. adviser | 23% | 0.62% | Equitable Investment Management Group, LLC |
| 18 | Franklin Dividend Growth ETF cheaper | 23% | 0.49% | — |
| 19 | Nuveen Dividend Growth ETF · NDVG cheaper diff. adviser | 23% | 0.65% | Nuveen Fund Advisors, LLC |
| 20 | Guinness Atkinson Dividend Builder ETF · DIVS cheaper diff. adviser | 23% | 0.66% | Guinness Atkinson Asset Management, Inc. |
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