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 | Copeland SMID Cap Dividend Growth Fund · CSMDX, CSDGX cheaper | 28% | 0.95% | Copeland Capital Management, LLC |
| 2 | Astoria US Equal Weight Quality Kings ETF · ROE cheaper diff. adviser | 24% | 0.49% | Empowered Funds, LLC d/b/a EA Advisers |
| 3 | First Trust Rising Dividend Achievers ETF · RDVY cheaper | 23% | 0.47% | — |
| 4 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX cheaper | 23% | 0.62% | — |
| 5 | FT Vest Rising Dividend Achievers Target Income ETF · RDVI cheaper diff. adviser | 23% | 0.75% | First Trust Advisors L.P. |
| 6 | FT Vest Rising Dividend Achievers Total Return Fund | 23% | — | — |
| 7 | Equity Income Fund · PQIAX, PEUCX, PEIIX, PEIOX, PEIQX, PEIJX cheaper diff. adviser | 23% | 0.52% | Principal Global Investors, LLC |
| 8 | Equity Income Account cheaper diff. adviser | 23% | 0.48% | Principal Global Investors, LLC |
| 9 | Goldman Sachs Rising Dividend Growth Fund · GSRAX, GSRCX, GSRLX, GSRIX, GSRRX, GSRFX, GMHPX cheaper diff. adviser | 21% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 10 | STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF cheaper | 21% | 0.65% | — |
| 11 | Cromwell Long Short Fund · MFADX, MFLDX diff. adviser | 21% | 1.91% | Cromwell Investment Advisors, LLC |
| 12 | Fidelity Quality Factor ETF · FQAL cheaper diff. adviser | 21% | 0.15% | Fidelity Management & Research Company LLC |
| 13 | Themes US R&D Champions ETF · USRD cheaper | 21% | 0.29% | — |
| 14 | Invesco V.I. American Franchise Fund cheaper diff. adviser | 21% | 0.85% | Invesco Advisers, Inc. |
| 15 | BlackRock Advantage Large Cap Core Fund cheaper diff. adviser | 21% | 0.43% | BlackRock Advisors, LLC |
| 16 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX cheaper diff. adviser | 21% | 0.61% | Invesco Advisers, Inc. |
| 17 | Fidelity Magellan Fund · FMAGX, FMGKX, FMASX, FMAOX, FMAEX, FMAJX, FMANX cheaper diff. adviser | 20% | 0.49% | Fidelity Management & Research Company LLC |
| 18 | Vident U.S. Equity Strategy ETF · VUSE cheaper diff. adviser | 20% | 0.50% | Vident Asset Management |
| 19 | Fidelity Magellan K6 Fund · FMKFX cheaper diff. adviser | 20% | 0.45% | Fidelity Management & Research Company LLC |
| 20 | FlexShares Quality Dividend Index Fund · QDF cheaper diff. adviser | 20% | 0.39% | NORTHERN TRUST INVESTMENTS, INC. |
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