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 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 48% | 0.54% | Columbia Management Investment Advisers, LLC |
| 2 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 46% | 0.89% | Charles Schwab Investment Management, Inc. |
| 3 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX cheaper diff. adviser | 41% | 0.50% | Wilmington Funds Management Corporation |
| 4 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 40% | 0.20% | BlackRock Fund Advisors |
| 5 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 40% | 0.43% | Voya Investments, LLC |
| 6 | NYLI Epoch U.S. Equity Yield Fund · EPLIX, EPLPX, EPLKX, EPLCX, EPLDX, EPLMX diff. adviser | 40% | 0.73% | New York Life Investment Management LLC |
| 7 | Zacks Dividend Fund · ZDIVX, ZDIIX diff. adviser | 40% | 1.06% | Zacks Investment Management, Inc. |
| 8 | NYLI VP Epoch U.S. Equity Yield Portfolio cheaper diff. adviser | 39% | 0.68% | New York Life Investment Management LLC |
| 9 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 39% | 0.05% | The Vanguard Group, Inc. |
| 10 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 39% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper diff. adviser | 38% | 0.50% | Touchstone Advisors, Inc. |
| 12 | Optimum Large Cap Value Fund · OALVX, OCLVX, OILVX diff. adviser | 38% | 0.92% | Macquarie Investment Management Business Trust |
| 13 | Alger Growth & Income Portfolio · AIGOX diff. adviser | 38% | 0.85% | Fred Alger Management, Inc. |
| 14 | Transamerica Large Value Active ETF | 38% | — | — |
| 15 | Payden Equity Income Fund · PYVLX, PYVAX, PYVSX cheaper diff. adviser | 38% | 0.65% | Payden & Rygel |
| 16 | JPMorgan Equity Income Fund · HLIEX, OIEIX, OINCX, OIEFX, OIERX, OIEJX, OIEPX, OIEQX cheaper diff. adviser | 37% | 0.45% | J.P. Morgan Investment Management, Inc. |
| 17 | Dunham Large Cap Value Fund · DALVX, DCLVX, DNLVX diff. adviser | 37% | 1.17% | Dunham & Associates Investment Counsel, Inc. |
| 18 | Nuveen Life Large Cap Value Fund · TLLVX cheaper diff. adviser | 37% | 0.52% | Teachers Advisors, LLC |
| 19 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 37% | 0.98% | HORIZON INVESTMENTS LLC. |
| 20 | ALGER GROWTH & INCOME FUND · ALBAX, ALBCX, AGIZX cheaper diff. adviser | 36% | 0.62% | Fred Alger Management, Inc. |
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