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 | Franklin U.S. Low Volatility High Dividend Index ETF · LVHD cheaper diff. adviser | 39% | 0.27% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 36% | 0.89% | Charles Schwab Investment Management, Inc. |
| 3 | Federated Hermes U.S. Strategic Dividend ETF · FDV cheaper diff. adviser | 36% | 0.50% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 4 | Horizon Dividend Income ETF · DIVN diff. adviser | 35% | 0.70% | HORIZON INVESTMENTS LLC. |
| 5 | Large Cap Value Fund cheaper diff. adviser | 34% | 0.63% | Madison Asset Management, LLC |
| 6 | The Value Fund · CFVLX cheaper diff. adviser | 34% | 0.69% | Commerce Investment Advisors, Inc. |
| 7 | TBG Dividend Focus ETF · TBG cheaper | 34% | 0.59% | — |
| 8 | Madison Dividend Income Fund · BHBFX, MADAX, MDMIX, MADRX diff. adviser | 34% | 0.90% | Madison Asset Management, LLC |
| 9 | iShares Core High Dividend ETF · HDV cheaper diff. adviser | 33% | 0.08% | BlackRock Fund Advisors |
| 10 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 33% | 0.06% | Charles Schwab Investment Management, Inc. |
| 11 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX cheaper | 33% | 0.64% | — |
| 12 | Nicholas Equity Income Fund, Inc. · NSEIX, NNEIX diff. adviser | 31% | 0.70% | Nicholas Company, Inc. |
| 13 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX cheaper diff. adviser | 31% | 0.50% | Wilmington Funds Management Corporation |
| 14 | Madison Dividend Value ETF · DIVL cheaper diff. adviser | 31% | 0.65% | Madison Asset Management, LLC |
| 15 | VanEck Durable High Dividend ETF · DURA cheaper diff. adviser | 31% | 0.30% | Van Eck Associates Corporation |
| 16 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 31% | 0.73% | Columbia Management Investment Advisers, LLC |
| 17 | Equity Income Portfolio · GEQIX diff. adviser | 31% | 0.85% | Glenmede Investment Management LP |
| 18 | Edgar Lomax Value Fund · LOMAX cheaper diff. adviser | 30% | 0.69% | The Edgar Lomax Company |
| 19 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX diff. adviser | 30% | 0.70% | Columbia Management Investment Advisers, LLC |
| 20 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper diff. adviser | 30% | 0.35% | Victory Capital Management Inc. |
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