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 | Dividend Growth Portfolio diff. adviser | 41% | 0.99% | Lord, Abbett & Co. LLC |
| 2 | Franklin Dividend Growth ETF | 41% | 0.49% | — |
| 3 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX diff. adviser | 40% | 0.59% | Lord, Abbett & Co. LLC |
| 4 | Franklin Rising Dividends VIP Fund diff. adviser | 39% | 0.63% | Franklin Advisers, Inc. |
| 5 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX diff. adviser | 39% | 0.52% | Franklin Advisers, Inc. |
| 6 | EQ/Franklin Rising Dividends Portfolio diff. adviser | 39% | 0.62% | Equitable Investment Management Group, LLC |
| 7 | Haverford Quality Growth Stock Fund · HAVGX diff. adviser | 39% | 0.80% | Haverford Financial Services |
| 8 | Alger Growth & Income Portfolio · AIGOX diff. adviser | 36% | 0.85% | Fred Alger Management, Inc. |
| 9 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX diff. adviser | 36% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | ALGER GROWTH & INCOME FUND · ALBAX, ALBCX, AGIZX diff. adviser | 35% | 0.62% | Fred Alger Management, Inc. |
| 11 | Principal Capital Appreciation Select ETF · LCAP cheaper diff. adviser | 35% | 0.29% | Principal Global Investors, LLC |
| 12 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX diff. adviser | 35% | 0.54% | Columbia Management Investment Advisers, LLC |
| 13 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper diff. adviser | 35% | 0.30% | UBS Asset Management (Americas) LLC |
| 14 | Fidelity SAI U.S. Low Volatility Index Fund · FSUVX cheaper diff. adviser | 35% | 0.10% | Fidelity Management & Research Company LLC |
| 15 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX | 34% | 0.62% | — |
| 16 | BlackRock Advantage Large Cap Core Fund cheaper diff. adviser | 34% | 0.43% | BlackRock Advisors, LLC |
| 17 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 34% | 0.89% | Charles Schwab Investment Management, Inc. |
| 18 | STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF | 34% | 0.65% | — |
| 19 | Nuveen Dividend Growth ETF · NDVG diff. adviser | 34% | 0.65% | Nuveen Fund Advisors, LLC |
| 20 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX diff. adviser | 34% | 0.80% | AllianceBernstein L.P. |
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