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 | Franklin U.S. Dividend Booster Index ETF · XUDV cheaper diff. adviser | 38% | 0.09% | Franklin Advisory Services, LLC |
| 2 | First Trust Morningstar Dividend Leaders Index Fund · FDL cheaper diff. adviser | 31% | 0.43% | First Trust Advisors L.P. |
| 3 | WBI Power Factor High Dividend ETF · WBIY diff. adviser | 29% | 0.97% | Millington Securities LLC |
| 4 | Polen Dividend Income ETF · DIVZ cheaper diff. adviser | 28% | 0.65% | TrueMark Investments, LLC |
| 5 | Integrity Dividend Harvest Fund · IDIVX, IDHIX, IDHCX cheaper | 28% | 0.70% | Viking Fund Management, LLC |
| 6 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 27% | 0.36% | ALPS Advisors, Inc. |
| 7 | GQG Partners US Quality Value Fund · GQHPX, GQHIX cheaper diff. adviser | 26% | 0.49% | GQG Partners LLC |
| 8 | Invesco S&P 500 High Dividend Low Volatility ETF · SPHD cheaper diff. adviser | 24% | 0.30% | Invesco Capital Management LLC |
| 9 | Invesco High Yield Equity Dividend AchieversTM ETF · PEY cheaper diff. adviser | 24% | 0.54% | Invesco Capital Management LLC |
| 10 | WisdomTree U.S. High Dividend Fund · DHS cheaper diff. adviser | 23% | 0.38% | WisdomTree Asset Management, Inc. |
| 11 | Brookstone Dividend Stock ETF diff. adviser | 22% | 0.89% | Brookstone Asset Management, LLC |
| 12 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 21% | 0.06% | Charles Schwab Investment Management, Inc. |
| 13 | GQG US Equity ETF · GQGU cheaper | 21% | 0.49% | — |
| 14 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX diff. adviser | 21% | 1.58% | Donoghue Forlines LLC |
| 15 | Donoghue Forlines Dividend VIT Fund diff. adviser | 21% | 2.00% | Donoghue Forlines LLC |
| 16 | Morgan Dempsey Large Cap Value ETF · MDLV cheaper diff. adviser | 21% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 17 | GQG PARTNERS US SELECT QUALITY EQUITY FUND · GQERX, GQEIX, GQEPX cheaper diff. adviser | 21% | 0.49% | GQG Partners LLC |
| 18 | Nationwide GQG US Quality Equity Fund · NWAYX, NWAUX, NWAVX, NWAWX cheaper diff. adviser | 20% | 0.49% | Nationwide Fund Advisors |
| 19 | NVIT GQG US Quality Equity Fund cheaper diff. adviser | 19% | 0.72% | Nationwide Fund Advisors |
| 20 | Federated Hermes Enhanced Income ETF · PAYR cheaper diff. adviser | 19% | 0.40% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
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