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 | Artisan Value Fund · ARTLX, APHLX, APDLX cheaper | 48% | 0.83% | Artisan Partners Limited Partnership |
| 2 | Artisan Mid Cap Value Fund · ARTQX, APHQX, APDQX cheaper | 40% | 0.96% | Artisan Partners Limited Partnership |
| 3 | Brighthouse/Artisan Mid Cap Value Portfolio cheaper diff. adviser | 38% | 0.77% | Brighthouse Investment Advisers, LLC |
| 4 | JPMorgan Equity Income Fund · HLIEX, OIEIX, OINCX, OIEFX, OIERX, OIEJX, OIEPX, OIEQX cheaper diff. adviser | 22% | 0.45% | J.P. Morgan Investment Management, Inc. |
| 5 | Schwab Dividend Equity Fund · SWDSX cheaper diff. adviser | 22% | 0.89% | Charles Schwab Investment Management, Inc. |
| 6 | SA JPMorgan Equity-Income Portfolio cheaper diff. adviser | 22% | 0.58% | SunAmerica Asset Management, LLC |
| 7 | Federated Hermes U.S. Strategic Dividend ETF · FDV cheaper diff. adviser | 21% | 0.50% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 8 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX cheaper diff. adviser | 20% | 0.15% | DBX Advisors LLC |
| 9 | Franklin Mutual Shares VIP Fund cheaper diff. adviser | 19% | 0.69% | Franklin Mutual Advisers, LLC |
| 10 | Franklin Mutual Shares Fund · TESIX, TEMTX, MUTHX, TESRX, FMSHX cheaper diff. adviser | 19% | 0.70% | Franklin Mutual Advisers, LLC |
| 11 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX cheaper diff. adviser | 19% | 0.70% | Columbia Management Investment Advisers, LLC |
| 12 | Bridge Builder Large Cap Value Fund · BBVLX cheaper diff. adviser | 19% | 0.23% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 13 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 19% | 0.05% | BlackRock Fund Advisors |
| 14 | DEAN EQUITY INCOME FUND · DAEIX cheaper diff. adviser | 19% | 0.70% | Dean Investment Associates, LLC |
| 15 | JNL/JPMorgan U.S. Value Fund cheaper diff. adviser | 19% | 0.58% | Jackson National Asset Management, LLC |
| 16 | JPMorgan U.S. Value Fund · VGIIX, VGRIX, VGICX, VGRTX, VGIFX, VGINX, JGAVX, JGRUX cheaper diff. adviser | 19% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 17 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 19% | 0.08% | BlackRock Fund Advisors |
| 18 | Columbia Variable Portfolio - Dividend Opportunity Fund cheaper diff. adviser | 18% | 0.73% | Columbia Management Investment Advisers, LLC |
| 19 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper diff. adviser | 18% | 0.35% | Victory Capital Management Inc. |
| 20 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper diff. adviser | 18% | 0.35% | Victory Capital Management Inc. |
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