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 | Madison Dividend Income Fund · BHBFX, MADAX, MDMIX, MADRX diff. adviser | 36% | 0.90% | Madison Asset Management, LLC |
| 2 | Large Cap Value Fund diff. adviser | 36% | 0.63% | Madison Asset Management, LLC |
| 3 | Ancora Dividend Value Equity Fund diff. adviser | 34% | 0.75% | Ancora Advisors LLC |
| 4 | Invesco Dividend Income Fund · IAUTX, IUTCX, FSTUX, FSIUX, IAUYX, IFUTX diff. adviser | 34% | 0.60% | Invesco Advisers, Inc. |
| 5 | LAFFER TENGLER Equity Income ETF · TGLR diff. adviser | 33% | 0.95% | Tuttle Capital Management, LLC |
| 6 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 33% | 0.54% | Columbia Management Investment Advisers, LLC |
| 7 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 32% | 0.89% | Charles Schwab Investment Management, Inc. |
| 8 | Core Alternative ETF · CCOR diff. adviser | 31% | 1.29% | Core Alternative Capital LLC |
| 9 | JNL/Invesco Diversified Dividend Fund diff. adviser | 31% | 0.68% | Jackson National Asset Management, LLC |
| 10 | Wedbush LAFFER|TENGLER New Era Value ETF | 31% | 0.85% | — |
| 11 | Franklin Rising Dividends VIP Fund diff. adviser | 31% | 0.63% | Franklin Advisers, Inc. |
| 12 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX cheaper diff. adviser | 31% | 0.52% | Franklin Advisers, Inc. |
| 13 | EQ/Franklin Rising Dividends Portfolio diff. adviser | 31% | 0.62% | Equitable Investment Management Group, LLC |
| 14 | Bahl & Gaynor Income Growth ETF · BGIG cheaper diff. adviser | 30% | 0.45% | BAHL & GAYNOR, INC. |
| 15 | Invesco Diversified Dividend Fund · LCEAX, LCEVX, DDFIX, DDFRX, LCEIX, LCEYX, LCEFX cheaper diff. adviser | 30% | 0.47% | Invesco Advisers, Inc. |
| 16 | Invesco V.I. Diversified Dividend Fund diff. adviser | 30% | 0.68% | Invesco Advisers, Inc. |
| 17 | Bahl and Gaynor Income Growth Fund · AFNAX, AFYCX, AFNIX diff. adviser | 29% | 0.63% | BAHL & GAYNOR, INC. |
| 18 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 29% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 19 | Advisors Capital Total Return - Equity Fund · ACUSX diff. adviser | 29% | 1.87% | AC FUNDS LLC |
| 20 | Franklin Dividend Growth ETF cheaper | 29% | 0.49% | — |
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