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 | Nuveen Dividend Growth ETF · NDVG cheaper diff. adviser | 28% | 0.65% | Nuveen Fund Advisors, LLC |
| 2 | Nuveen Dividend Growth Fund · NSBAX, NSBCX, NSBRX, NSBFX, NUDG cheaper | 27% | 0.61% | — |
| 3 | Madison Dividend Income Fund · BHBFX, MADAX, MDMIX, MADRX diff. adviser | 25% | 0.90% | Madison Asset Management, LLC |
| 4 | Large Cap Value Fund cheaper diff. adviser | 25% | 0.63% | Madison Asset Management, LLC |
| 5 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper diff. adviser | 24% | 0.30% | UBS Asset Management (Americas) LLC |
| 6 | Nuveen Global Dividend Growth Fund · NUGAX, NUGCX, NUGIX | 24% | 0.90% | — |
| 7 | Ancora Dividend Value Equity Fund diff. adviser | 24% | 0.75% | Ancora Advisors LLC |
| 8 | iMGP Berkshire Dividend Growth ETF · BDVG cheaper diff. adviser | 23% | 0.55% | IM Global Partner Fund Management, LLC |
| 9 | First Trust Capital Strength ETF · FTCS cheaper diff. adviser | 23% | 0.52% | First Trust Advisors L.P. |
| 10 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 23% | 0.22% | Wellington Management Company LLP |
| 11 | Nicholas Equity Income Fund, Inc. · NSEIX, NNEIX diff. adviser | 22% | 0.70% | Nicholas Company, Inc. |
| 12 | First Trust Capital Strength Hedged Equity Portfolio diff. adviser | 22% | 1.25% | First Trust Advisors L.P. |
| 13 | First Trust Capital Strength Portfolio diff. adviser | 22% | 0.85% | First Trust Advisors L.P. |
| 14 | Wedbush LAFFER|TENGLER New Era Value ETF | 22% | 0.85% | — |
| 15 | LAFFER TENGLER Equity Income ETF · TGLR diff. adviser | 22% | 0.95% | Tuttle Capital Management, LLC |
| 16 | Parnassus Value Select ETF · PRVS cheaper diff. adviser | 22% | 0.59% | Parnassus Investments, LLC |
| 17 | Nuveen Large Cap Value Fund · TRLIX, TCLCX, TRLCX, TRCPX, TRLHX, TRLWX cheaper diff. adviser | 21% | 0.00% | Teachers Advisors, LLC |
| 18 | Castellan Targeted Income ETF · CTIF cheaper | 21% | 0.45% | — |
| 19 | Nuveen Life Large Cap Value Fund · TLLVX cheaper diff. adviser | 21% | 0.52% | Teachers Advisors, LLC |
| 20 | Franklin Rising Dividends VIP Fund cheaper diff. adviser | 21% | 0.63% | Franklin Advisers, Inc. |
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