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 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC | 99% | 0.35% | Victory Capital Management Inc. |
| 2 | Pacer S&P 500 Quality FCF High Dividend ETF · QFHD | 47% | 0.49% | — |
| 3 | iShares Select Dividend ETF · DVY diff. adviser | 43% | 0.38% | BlackRock Fund Advisors |
| 4 | Invesco S&P 500 High Dividend Growers ETF diff. adviser | 41% | 0.39% | Invesco Capital Management LLC |
| 5 | WisdomTree U.S. High Dividend Fund · DHS diff. adviser | 41% | 0.38% | WisdomTree Asset Management, Inc. |
| 6 | State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF · SPYD cheaper diff. adviser | 40% | 0.07% | SSGA Funds Management, Inc. |
| 7 | Donoghue Forlines Dividend VIT Fund diff. adviser | 39% | 2.00% | Donoghue Forlines LLC |
| 8 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX diff. adviser | 39% | 1.58% | Donoghue Forlines LLC |
| 9 | Invesco S&P 500 High Dividend Low Volatility ETF · SPHD cheaper diff. adviser | 38% | 0.30% | Invesco Capital Management LLC |
| 10 | ALPS Sector Dividend Dogs ETF · SDOG diff. adviser | 37% | 0.36% | ALPS Advisors, Inc. |
| 11 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ diff. adviser | 37% | 0.50% | First Trust Advisors L.P. |
| 12 | Federated Hermes U.S. Strategic Dividend ETF · FDV diff. adviser | 35% | 0.50% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 13 | First Trust Morningstar Dividend Leaders Index Fund · FDL diff. adviser | 34% | 0.43% | First Trust Advisors L.P. |
| 14 | Franklin U.S. Low Volatility High Dividend Index ETF · LVHD cheaper diff. adviser | 33% | 0.27% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 15 | VictoryShares Hedged Equity Income ETF · HEJD | 33% | 0.55% | Victory Capital Management Inc. |
| 16 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 32% | 0.73% | Columbia Management Investment Advisers, LLC |
| 17 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX | 32% | 0.64% | — |
| 18 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 32% | 0.04% | The Vanguard Group, Inc. |
| 19 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX diff. adviser | 32% | 0.70% | Columbia Management Investment Advisers, LLC |
| 20 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 32% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
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