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 | Catalyst/MAP Global Balanced Fund · TRXAX, TRXCX, TRXIX | 60% | 0.98% | — |
| 2 | Janus Henderson U.S. Dividend Income Fund · JIDVX, JNDVX, JDDVX cheaper | 24% | 0.57% | — |
| 3 | EA Bridgeway Blue Chip ETF · BBLU cheaper | 21% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 4 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX cheaper | 20% | 0.62% | — |
| 5 | PeakShares RMR Prime Equity ETF | 19% | 1.05% | — |
| 6 | First Trust Dow 30 Equal Weight ETF · EDOW cheaper | 19% | 0.50% | First Trust Advisors L.P. |
| 7 | Applied Finance Dividend Fund · AFALX, AFAZX cheaper | 19% | 0.95% | Applied Finance Advisors, LLC |
| 8 | JAMESTOWN EQUITY FUND · JAMEX | 19% | 0.99% | Lowe, Brockenbrough and Company, Inc. |
| 9 | FT Vest Total Return Income Fund: Series A2 | 19% | — | — |
| 10 | Dimensional US Large Cap Vector ETF · DFVX cheaper | 19% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 11 | Liberty One Spectrum ETF cheaper | 19% | 0.85% | — |
| 12 | Alger Growth & Income Portfolio · AIGOX cheaper | 18% | 0.85% | Fred Alger Management, Inc. |
| 13 | FT Vest Total Return Income Fund: Series A3 | 18% | — | — |
| 14 | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · QARP cheaper | 18% | 0.19% | DBX Advisors LLC |
| 15 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper | 18% | 0.50% | Touchstone Advisors, Inc. |
| 16 | WisdomTree U.S. Quality Dividend Growth Fund · DGRW cheaper | 18% | 0.28% | WisdomTree Asset Management, Inc. |
| 17 | FT Vest Total Return Income Fund: Series A4 | 18% | — | — |
| 18 | Optimized Equity Income ETF · OEI cheaper | 18% | 0.75% | — |
| 19 | SEI Enhanced Low Volatility U.S. Large Cap ETF · SELV cheaper | 18% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 20 | FT Vest Total Return Income Fund: Series B1 | 18% | — | — |
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