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 | Nuveen Diversified Dividend and Income Fund | 44% | — | — |
| 2 | Nuveen Tax-Advantaged Dividend Growth Fund | 19% | — | — |
| 3 | BMO Dividend Income Fund | 15% | — | — |
| 4 | Nuveen Large Cap Core Fund | 14% | — | — |
| 5 | VictoryShares Top Veteran Employers ETF | 13% | — | — |
| 6 | ProShares RAFI Long/Short | 13% | 0.95% | — |
| 7 | Semper Brentview Dividend Growth Equity Fund | 13% | — | — |
| 8 | Janus Henderson Large Cap Value Fund | 13% | — | — |
| 9 | THE TAX-MANAGED U.S. MARKETWIDE VALUE SERIES | 12% | — | — |
| 10 | AAM HIMCO Global Enhanced Dividend Fund | 12% | — | — |
| 11 | AIG Strategic Value Fund | 12% | — | — |
| 12 | JNL/Boston Partners Global Long Short Equity Fund | 11% | — | — |
| 13 | AST T. Rowe Price Large-Cap Value Portfolio | 11% | — | — |
| 14 | Invesco V.I. Managed Volatility Fund | 11% | — | — |
| 15 | Pacer Military Times Best Employers ETF | 11% | — | — |
| 16 | EquityCompass Tactical Risk Manager ETF | 11% | — | — |
| 17 | BMO Large-Cap Value Fund | 11% | — | — |
| 18 | O'Shares U.S. Quality Dividend ETF | 11% | — | — |
| 19 | Westwood LARGECAP VALUE Fund | 10% | — | — |
| 20 | JNL/AQR Large Cap Relaxed Constraint Equity Fund | 10% | — | — |
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