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 | iShares Core High Dividend ETF · HDV cheaper diff. adviser | 35% | 0.08% | BlackRock Fund Advisors |
| 2 | Horizon Dividend Income ETF · DIVN cheaper diff. adviser | 32% | 0.70% | HORIZON INVESTMENTS LLC. |
| 3 | Hennessy Cornerstone Value Fund · HFCVX, HICVX diff. adviser | 32% | 0.99% | Hennessy Advisors Inc. |
| 4 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 32% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 5 | First Trust Morningstar Dividend Leaders Index Fund · FDL cheaper diff. adviser | 31% | 0.43% | First Trust Advisors L.P. |
| 6 | Avantis Inflation Focused Equity ETF · AVIE cheaper | 31% | 0.25% | — |
| 7 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 30% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 8 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 30% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 9 | VanEck Durable High Dividend ETF · DURA cheaper diff. adviser | 29% | 0.30% | Van Eck Associates Corporation |
| 10 | Zacks Dividend Fund · ZDIVX, ZDIIX diff. adviser | 29% | 1.06% | Zacks Investment Management, Inc. |
| 11 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 28% | 0.89% | Charles Schwab Investment Management, Inc. |
| 12 | Westwood Salient Enhanced Energy Income ETF cheaper diff. adviser | 28% | 0.85% | Westwood Management Corp. |
| 13 | State Street(R) Energy Select Sector SPDR(R) ETF · XLE cheaper diff. adviser | 27% | 0.08% | SSGA Funds Management, Inc. |
| 14 | PROFUND VP ENERGY diff. adviser | 27% | 1.68% | ProFund Advisors LLC |
| 15 | CUTLER EQUITY FUND · DIVHX diff. adviser | 27% | 0.99% | Cutler Investment Counsel LLC |
| 16 | First Trust Nasdaq Oil & Gas ETF · FTXN cheaper diff. adviser | 27% | 0.60% | First Trust Advisors L.P. |
| 17 | Columbia Variable Portfolio - Dividend Opportunity Fund cheaper diff. adviser | 27% | 0.73% | Columbia Management Investment Advisers, LLC |
| 18 | Morgan Dempsey Large Cap Value ETF · MDLV cheaper diff. adviser | 27% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 19 | iShares U.S. Energy ETF · IYE cheaper diff. adviser | 27% | 0.38% | BlackRock Fund Advisors |
| 20 | FlexShares US Quality Low Volatility Index Fund · QLV cheaper diff. adviser | 27% | 0.08% | NORTHERN TRUST INVESTMENTS, INC. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.