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 | First Trust Dow 30 Equal Weight ETF · EDOW cheaper diff. adviser | 16% | 0.50% | First Trust Advisors L.P. |
| 2 | Victory Pioneer Equity Income Fund · PCEQX, PQIRX, PEQKX, PYEQX, PEQIX cheaper diff. adviser | 14% | 0.68% | Victory Capital Management Inc. |
| 3 | Coho Relative Value Equity Fund · COHIX, COHOX cheaper diff. adviser | 14% | 0.79% | Coho Partners Ltd. |
| 4 | Corevalues America First Technology ETF | 13% | — | — |
| 5 | Olstein All Cap Value Fund · OFAFX, OFALX, OFAVX diff. adviser | 13% | 1.18% | Olstein Capital Mangement, L.P. |
| 6 | Becker Value Equity Fund · BVEFX, BVEIX cheaper diff. adviser | 13% | 0.68% | Becker Capital Management Inc |
| 7 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 13% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 8 | Hedged Equity Income Fund · APLIX, AALIX, AILIX diff. adviser | 13% | 1.10% | Cavanal Hill Investment Management, Inc. |
| 9 | Janus Henderson U.S. Dividend Income Fund · JIDVX, JNDVX, JDDVX cheaper | 12% | 0.57% | — |
| 10 | Victory Pioneer Equity Income VCT Portfolio cheaper diff. adviser | 12% | 0.79% | Victory Capital Management Inc. |
| 11 | Cullen Value Fund · CVLFX, CVLVX, CVLEX cheaper diff. adviser | 12% | 0.75% | Cullen Capital Management, LLC |
| 12 | iShares Large Cap Value Active ETF cheaper diff. adviser | 12% | 0.46% | BlackRock Fund Advisors |
| 13 | Shelton Equity Premium Income ETF · SEPI cheaper diff. adviser | 12% | 0.54% | CCM Partners, LP. dba Shelton Capital Management |
| 14 | Cullen Enhanced Equity Income Fund · ENHCX, ENHNX, ENHRX cheaper diff. adviser | 12% | 0.75% | Cullen Capital Management, LLC |
| 15 | Victory Pioneer Disciplined Value Fund · CVKFX, CVFYX, CVCFX, CVFCX cheaper diff. adviser | 12% | 0.45% | Victory Capital Management Inc. |
| 16 | GMO U.S. Equity Fund · GMUEX, GMRTX, GMEQX, GMCQX, GMTMX cheaper diff. adviser | 12% | 0.40% | Grantham Mayo van Otterloo & Co LLC |
| 17 | Invesco Comstock Contrarian Equity ETF cheaper diff. adviser | 12% | 0.35% | Invesco Capital Management LLC |
| 18 | Nomura VIP Value Series diff. adviser | 12% | 0.98% | Macquarie Investment Management Business Trust |
| 19 | Genter Dividend Income Fund · GDIIX diff. adviser | 12% | 1.25% | RNC Capital Management LLC d/b/a Genter Capital Management |
| 20 | AB RELATIVE VALUE FUND, INC. · CABDX, CBBCX, CBBYX, CBBIX, CBBZX cheaper diff. adviser | 12% | 0.62% | AllianceBernstein L.P. |
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