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 Global Equity Income Fund · NQGAX, NQGCX, NQGIX diff. adviser | 37% | 0.86% | Nuveen Fund Advisors, LLC |
| 2 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 31% | 0.28% | WisdomTree Asset Management, Inc. |
| 3 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 30% | 0.28% | WisdomTree Asset Management, Inc. |
| 4 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 29% | 0.04% | The Vanguard Group, Inc. |
| 5 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 28% | 0.03% | The Vanguard Group, Inc. |
| 6 | Federated Hermes Enhanced Income ETF · PAYR cheaper diff. adviser | 28% | 0.40% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 7 | NYLI VP Epoch U.S. Equity Yield Portfolio cheaper diff. adviser | 28% | 0.68% | New York Life Investment Management LLC |
| 8 | Federated Hermes Strategic Value Dividend Fund · SVAAX, SVACX, SVAIX, SVALX diff. adviser | 28% | 0.79% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 9 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 28% | 0.05% | The Vanguard Group, Inc. |
| 10 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 28% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | NYLI Epoch U.S. Equity Yield Fund · EPLIX, EPLPX, EPLKX, EPLCX, EPLDX, EPLMX cheaper diff. adviser | 27% | 0.73% | New York Life Investment Management LLC |
| 12 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 27% | 0.25% | Invesco Capital Management LLC |
| 13 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper diff. adviser | 27% | 0.35% | Victory Capital Management Inc. |
| 14 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper diff. adviser | 27% | 0.35% | Victory Capital Management Inc. |
| 15 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 27% | 0.48% | Voya Investments, LLC |
| 16 | Federated Hermes U.S. Strategic Dividend ETF · FDV cheaper diff. adviser | 27% | 0.50% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 17 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 27% | 0.20% | BlackRock Fund Advisors |
| 18 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 27% | 0.43% | Voya Investments, LLC |
| 19 | PROFUND VP LARGE CAP VALUE diff. adviser | 26% | 1.68% | ProFund Advisors LLC |
| 20 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 26% | 0.04% | BlackRock Fund Advisors |
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