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 | WisdomTree Global High Dividend Fund · DEW diff. adviser | 31% | 0.58% | WisdomTree Asset Management, Inc. |
| 2 | VictoryShares Hedged Equity Income ETF · HEJD | 25% | 0.55% | Victory Capital Management Inc. |
| 3 | VictoryShares US 500 Enhanced Volatility Wtd ETF · CFO cheaper | 20% | 0.35% | Victory Capital Management Inc. |
| 4 | First Trust Value Line Dividend Index Fund · FVD diff. adviser | 20% | 0.61% | First Trust Advisors L.P. |
| 5 | VictoryShares US 500 Volatility Wtd ETF · CFA cheaper | 20% | 0.35% | Victory Capital Management Inc. |
| 6 | WisdomTree U.S. High Dividend Fund · DHS cheaper diff. adviser | 20% | 0.38% | WisdomTree Asset Management, Inc. |
| 7 | Parametric Equity Premium Income ETF · PAPI cheaper | 19% | 0.29% | — |
| 8 | First Trust Multi Cap Value AlphaDEX Fund · FAB diff. adviser | 19% | 0.66% | First Trust Advisors L.P. |
| 9 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper | 18% | 0.35% | Victory Capital Management Inc. |
| 10 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 18% | 0.04% | The Vanguard Group, Inc. |
| 11 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper | 18% | 0.35% | Victory Capital Management Inc. |
| 12 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 18% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 13 | Invesco Equally-Weighted S&P 500 Fund · VADCX, VADDX, VADAX, VADRX, VADFX cheaper diff. adviser | 17% | 0.18% | Invesco Advisers, Inc. |
| 14 | VictoryShares International Volatility Wtd ETF · CIL | 17% | 0.45% | Victory Capital Management Inc. |
| 15 | JPMorgan Diversified Return U.S. Equity ETF · JPUS cheaper diff. adviser | 17% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 16 | DoubleLine Fortune 500 Equal Weight ETF · DFVE cheaper diff. adviser | 17% | 0.20% | DoubleLine ETF Adviser LP |
| 17 | Stratified LargeCap Index ETF · SSPY diff. adviser | 17% | 0.45% | Exchange Traded Concepts, LLC |
| 18 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 16% | 0.28% | WisdomTree Asset Management, Inc. |
| 19 | Timothy Plan US Small Cap Core ETF · TPSC diff. adviser | 16% | 0.52% | Timothy Partners Ltd. |
| 20 | VictoryShares US Small Cap High Div Volatility Wtd ETF · CSB cheaper | 16% | 0.35% | Victory Capital Management Inc. |
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