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 | Nicholas Equity Income Fund, Inc. · NSEIX, NNEIX cheaper diff. adviser | 28% | 0.70% | Nicholas Company, Inc. |
| 2 | Bahl & Gaynor Dividend ETF · BGDV cheaper diff. adviser | 26% | 0.45% | BAHL & GAYNOR, INC. |
| 3 | CIBC ATLAS DISCIPLINED EQUITY FUND · AWEIX, AWEVX cheaper | 26% | 0.71% | CIBC Private Wealth Advisors, Inc. |
| 4 | Haverford Quality Growth Stock Fund · HAVGX cheaper diff. adviser | 26% | 0.80% | Haverford Financial Services |
| 5 | SWP Growth & Income ETF · SWP | 26% | 0.99% | — |
| 6 | LAFFER TENGLER Equity Income ETF · TGLR diff. adviser | 25% | 0.95% | Tuttle Capital Management, LLC |
| 7 | Wedbush LAFFER|TENGLER New Era Value ETF cheaper | 25% | 0.85% | — |
| 8 | Bahl and Gaynor Income Growth Fund · AFNAX, AFYCX, AFNIX cheaper diff. adviser | 25% | 0.63% | BAHL & GAYNOR, INC. |
| 9 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX cheaper diff. adviser | 25% | 0.59% | Lord, Abbett & Co. LLC |
| 10 | Strive 1000 Dividend Growth ETF · STXD cheaper diff. adviser | 24% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | Dividend Growth Portfolio diff. adviser | 24% | 0.99% | Lord, Abbett & Co. LLC |
| 12 | Carillon Eagle Growth & Income Fund · HIGJX, HIGUX, HRCVX, HIGCX cheaper diff. adviser | 24% | 0.07% | Carillon Tower Advisers, Inc. |
| 13 | Brendan Wood TopGun ETF · BWTG diff. adviser | 23% | 0.95% | Tuttle Capital Management, LLC |
| 14 | Franklin Dividend Growth ETF cheaper | 23% | 0.49% | — |
| 15 | Bahl & Gaynor Income Growth ETF · BGIG cheaper diff. adviser | 23% | 0.45% | BAHL & GAYNOR, INC. |
| 16 | Eaton Vance Dividend Builder Fund · EVTMX, ECTMX, EIUTX cheaper diff. adviser | 22% | 0.74% | Boston Management and Research |
| 17 | AAM Brentview Dividend Growth ETF · BDIV cheaper diff. adviser | 22% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 18 | CastleArk Large Growth ETF · CARK cheaper diff. adviser | 22% | 0.54% | CastleArk Management, LLC |
| 19 | Bancreek U.S. Large Cap ETF · BCUS cheaper diff. adviser | 21% | 0.70% | Exchange Traded Concepts, LLC |
| 20 | Columbia Variable Portfolio - Select Large Cap Equity Fund cheaper diff. adviser | 21% | 0.67% | Columbia Management Investment Advisers, LLC |
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