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 | Archer Dividend Growth Fund · ARDGX diff. adviser | 25% | 0.99% | Archer Investment Corp. |
| 2 | Invesco S&P 500 High Dividend Low Volatility ETF · SPHD cheaper diff. adviser | 20% | 0.30% | Invesco Capital Management LLC |
| 3 | Brookstone Dividend Stock ETF cheaper diff. adviser | 20% | 0.89% | Brookstone Asset Management, LLC |
| 4 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX diff. adviser | 18% | 1.58% | Donoghue Forlines LLC |
| 5 | Donoghue Forlines Dividend VIT Fund diff. adviser | 18% | 2.00% | Donoghue Forlines LLC |
| 6 | Polen Dividend Income ETF · DIVZ cheaper diff. adviser | 18% | 0.65% | TrueMark Investments, LLC |
| 7 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 18% | 0.36% | ALPS Advisors, Inc. |
| 8 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper diff. adviser | 16% | 0.35% | Victory Capital Management Inc. |
| 9 | WisdomTree U.S. High Dividend Fund · DHS cheaper diff. adviser | 16% | 0.38% | WisdomTree Asset Management, Inc. |
| 10 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper diff. adviser | 16% | 0.35% | Victory Capital Management Inc. |
| 11 | DEAN EQUITY INCOME FUND · DAEIX cheaper diff. adviser | 16% | 0.70% | Dean Investment Associates, LLC |
| 12 | State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF · SPYD cheaper diff. adviser | 16% | 0.07% | SSGA Funds Management, Inc. |
| 13 | Truth Social American Energy Security ETF cheaper | 16% | 0.65% | — |
| 14 | John Hancock Tax-Advantaged Dividend Income Fund | 16% | — | — |
| 15 | First Trust Morningstar Dividend Leaders Index Fund · FDL cheaper diff. adviser | 15% | 0.43% | First Trust Advisors L.P. |
| 16 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX cheaper diff. adviser | 15% | 0.50% | Wilmington Funds Management Corporation |
| 17 | Federated Hermes Enhanced Income ETF · PAYR cheaper diff. adviser | 14% | 0.40% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 18 | Russell Investments Global Infrastructure ETF · RIFR cheaper diff. adviser | 14% | 0.59% | Russell Investment Management, LLC |
| 19 | VANGUARD ENERGY FUND · VGENX, VGELX cheaper diff. adviser | 14% | 0.37% | Wellington Management Company LLP |
| 20 | CRAWFORD LARGE CAP DIVIDEND FUND · CDGCX, CDGIX cheaper | 14% | 0.97% | Crawford Investment Counsel Inc |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.