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 | Ancora Dividend Value Equity Fund cheaper diff. adviser | 26% | 0.75% | Ancora Advisors LLC |
| 2 | Invesco Large Cap Value ETF · PWV cheaper diff. adviser | 26% | 0.55% | Invesco Capital Management LLC |
| 3 | COPLEY INVESTMENT FUND cheaper diff. adviser | 25% | 1.15% | DCM Advisors, LLC |
| 4 | Union Street Partners Value Fund · USPVX, USPCX, USPFX cheaper diff. adviser | 24% | 1.15% | Union Street Partners, LLC |
| 5 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 23% | 0.54% | Columbia Management Investment Advisers, LLC |
| 6 | ALPS | OShares U.S. Quality Dividend ETF · OUSA cheaper diff. adviser | 23% | 0.48% | ALPS Advisors, Inc. |
| 7 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper diff. adviser | 23% | 0.30% | UBS Asset Management (Americas) LLC |
| 8 | FPA Queens Road Value Fund · QRVLX cheaper diff. adviser | 23% | 0.74% | First Pacific Advisors, LP |
| 9 | Impact Shares Women's Empowerment ETF · WOMN cheaper diff. adviser | 23% | 0.75% | Tidal Investments LLC |
| 10 | Nuveen Dow 30SM Dynamic Overwrite Fund | 23% | — | — |
| 11 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 23% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 12 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 22% | — | — |
| 13 | Boston Trust Walden Equity Fund · WSEFX cheaper diff. adviser | 22% | 0.96% | Boston Trust Walden Inc. |
| 14 | First Trust Dow 30 Equal Weight ETF · EDOW cheaper diff. adviser | 22% | 0.50% | First Trust Advisors L.P. |
| 15 | ALGER GROWTH & INCOME FUND · ALBAX, ALBCX, AGIZX cheaper diff. adviser | 22% | 0.62% | Fred Alger Management, Inc. |
| 16 | The Covered Bridge Fund · TCBAX, TCBIX diff. adviser | 22% | 1.51% | Stonebridge Capital Advisors, LLC |
| 17 | The Gabelli Value 25 Fund Inc. · GABVX, GVCCX, GVCIX, GVCAX cheaper diff. adviser | 22% | 1.00% | Gabelli Funds, LLC |
| 18 | Alger Growth & Income Portfolio · AIGOX cheaper diff. adviser | 22% | 0.85% | Fred Alger Management, Inc. |
| 19 | iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser | 22% | 0.26% | BlackRock Fund Advisors |
| 20 | Harbor Human Capital Factor US Large Cap ETF · HAPI cheaper diff. adviser | 22% | 0.35% | Harbor Capital Advisors, Inc. |
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