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 | Tri-Continental Corporation | 54% | — | — |
| 2 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX cheaper | 30% | 0.70% | Columbia Management Investment Advisers, LLC |
| 3 | Columbia Variable Portfolio - Dividend Opportunity Fund cheaper | 29% | 0.73% | Columbia Management Investment Advisers, LLC |
| 4 | NYLI VP Epoch U.S. Equity Yield Portfolio cheaper diff. adviser | 22% | 0.68% | New York Life Investment Management LLC |
| 5 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 22% | 0.48% | Voya Investments, LLC |
| 6 | NYLI Epoch U.S. Equity Yield Fund · EPLIX, EPLPX, EPLKX, EPLCX, EPLDX, EPLMX cheaper diff. adviser | 21% | 0.73% | New York Life Investment Management LLC |
| 7 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 21% | 0.25% | Invesco Capital Management LLC |
| 8 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX cheaper | 20% | 0.64% | — |
| 9 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 20% | 0.28% | WisdomTree Asset Management, Inc. |
| 10 | Columbia Convertible Securities Fund · PACIX, PHIKX, NCIAX, COCRX, CSFYX, NCIDX cheaper | 20% | 0.75% | Columbia Management Investment Advisers, LLC |
| 11 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 20% | 0.05% | BlackRock Fund Advisors |
| 12 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper diff. adviser | 20% | 0.35% | Victory Capital Management Inc. |
| 13 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper diff. adviser | 19% | 0.35% | Victory Capital Management Inc. |
| 14 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 19% | 0.04% | The Vanguard Group, Inc. |
| 15 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 19% | 0.28% | WisdomTree Asset Management, Inc. |
| 16 | NYLI Epoch Global Equity Yield Fund · EPSPX, EPSKX, EPSYX, EPSIX, EPSRX cheaper diff. adviser | 19% | 0.74% | New York Life Investment Management LLC |
| 17 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 19% | 0.05% | The Vanguard Group, Inc. |
| 18 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 19% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 19 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX cheaper diff. adviser | 18% | 0.15% | DBX Advisors LLC |
| 20 | State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF · SPDG cheaper diff. adviser | 18% | 0.05% | SSGA Funds Management, Inc. |
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