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 Capital Strength ETF · FTCS | 25% | 0.52% | First Trust Advisors L.P. |
| 2 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX | 25% | 0.51% | Hartford Funds Management Company, LLC |
| 3 | First Trust Capital Strength Hedged Equity Portfolio | 25% | 1.25% | First Trust Advisors L.P. |
| 4 | First Trust Capital Strength Portfolio | 25% | 0.85% | First Trust Advisors L.P. |
| 5 | Brighthouse/Wellington Core Equity Opportunities Portfolio | 25% | 0.62% | Brighthouse Investment Advisers, LLC |
| 6 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper | 22% | 0.04% | The Vanguard Group, Inc. |
| 7 | MML Focused Equity Fund | 22% | 0.88% | MML Investment Advisers, LLC |
| 8 | Invesco Dividend AchieversTM ETF · PFM | 21% | 0.52% | Invesco Capital Management LLC |
| 9 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper | 21% | 0.22% | Wellington Management Company LLP |
| 10 | VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF · VDIG | 21% | 0.40% | — |
| 11 | VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND · VADGX | 21% | 0.36% | Wellington Management Company LLP |
| 12 | ALPS | OShares U.S. Quality Dividend ETF · OUSA | 20% | 0.48% | ALPS Advisors, Inc. |
| 13 | Sit Dividend Growth Fund · SDVGX, SDVSX | 20% | 0.70% | Sit Investment Associates, Inc. |
| 14 | Schwab Dividend Equity Fund · SWDSX | 20% | 0.89% | Charles Schwab Investment Management, Inc. |
| 15 | iShares Core Dividend Growth ETF · DGRO cheaper | 19% | 0.08% | BlackRock Fund Advisors |
| 16 | Guinness Atkinson Dividend Builder ETF · DIVS | 19% | 0.66% | Guinness Atkinson Asset Management, Inc. |
| 17 | Xtrackers MSCI USA Climate Action Equity ETF · USCA cheaper | 19% | 0.07% | DBX Advisors LLC |
| 18 | Defiance Large Cap ex-Mag 7 ETF · XMAG | 19% | 0.35% | — |
| 19 | EA Bridgeway Blue Chip ETF · BBLU cheaper | 19% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | Bright Rock Quality Large Cap Fund · BQLCX, BQLIX | 19% | 0.66% | Bright Rock Capital Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.