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 | Guinness Atkinson US Dividend Builder ETF · GAUD cheaper diff. adviser | 33% | 0.35% | Guinness Atkinson Asset Management, Inc. |
| 2 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper diff. adviser | 32% | 0.30% | UBS Asset Management (Americas) LLC |
| 3 | Bahl and Gaynor Income Growth Fund · AFNAX, AFYCX, AFNIX cheaper diff. adviser | 30% | 0.63% | BAHL & GAYNOR, INC. |
| 4 | Nicholas Equity Income Fund, Inc. · NSEIX, NNEIX cheaper diff. adviser | 30% | 0.70% | Nicholas Company, Inc. |
| 5 | MML Focused Equity Fund cheaper diff. adviser | 30% | 0.88% | MML Investment Advisers, LLC |
| 6 | VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF · VDIG cheaper | 30% | 0.40% | — |
| 7 | VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND · VADGX cheaper diff. adviser | 29% | 0.36% | Wellington Management Company LLP |
| 8 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 29% | 0.22% | Wellington Management Company LLP |
| 9 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX cheaper diff. adviser | 29% | 0.51% | Hartford Funds Management Company, LLC |
| 10 | Brighthouse/Wellington Core Equity Opportunities Portfolio cheaper diff. adviser | 29% | 0.62% | Brighthouse Investment Advisers, LLC |
| 11 | CUTLER EQUITY FUND · DIVHX diff. adviser | 28% | 0.99% | Cutler Investment Counsel LLC |
| 12 | Carillon Eagle Growth & Income Fund · HIGJX, HIGUX, HRCVX, HIGCX cheaper diff. adviser | 28% | 0.07% | Carillon Tower Advisers, Inc. |
| 13 | iShares Core High Dividend ETF · HDV cheaper diff. adviser | 28% | 0.08% | BlackRock Fund Advisors |
| 14 | Franklin Rising Dividends VIP Fund cheaper diff. adviser | 27% | 0.63% | Franklin Advisers, Inc. |
| 15 | Janus Henderson U.S. Dividend Income Fund · JIDVX, JNDVX, JDDVX cheaper | 27% | 0.57% | — |
| 16 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX cheaper diff. adviser | 27% | 0.52% | Franklin Advisers, Inc. |
| 17 | EQ/Franklin Rising Dividends Portfolio cheaper diff. adviser | 27% | 0.62% | Equitable Investment Management Group, LLC |
| 18 | T. Rowe Price Dividend Growth ETF · TDVG cheaper diff. adviser | 27% | 0.50% | T. Rowe Price Associates, Inc. |
| 19 | ALPS | OShares U.S. Quality Dividend ETF · OUSA cheaper diff. adviser | 27% | 0.48% | ALPS Advisors, Inc. |
| 20 | Schwab Dividend Equity Fund · SWDSX cheaper diff. adviser | 27% | 0.89% | Charles Schwab Investment Management, Inc. |
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