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 | WisdomTree U.S. LargeCap Dividend Fund · DLN diff. adviser | 64% | 0.28% | WisdomTree Asset Management, Inc. |
| 2 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 64% | 0.04% | The Vanguard Group, Inc. |
| 3 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 63% | 0.52% | Invesco Capital Management LLC |
| 4 | WisdomTree U.S. Total Dividend Fund · DTD diff. adviser | 62% | 0.28% | WisdomTree Asset Management, Inc. |
| 5 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 60% | 0.04% | The Vanguard Group, Inc. |
| 6 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 55% | 0.04% | Charles Schwab Investment Management, Inc. |
| 7 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 55% | 0.98% | HORIZON INVESTMENTS LLC. |
| 8 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 54% | 0.05% | The Vanguard Group, Inc. |
| 9 | iShares Morningstar Value ETF · ILCV cheaper | 54% | 0.04% | BlackRock Fund Advisors |
| 10 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 54% | 0.03% | The Vanguard Group, Inc. |
| 11 | iShares S&P 500 Value ETF · IVE | 52% | 0.18% | BlackRock Fund Advisors |
| 12 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF · SPYV cheaper diff. adviser | 51% | 0.04% | SSGA Funds Management, Inc. |
| 13 | Praxis Impact Large Cap Value ETF · PRXV diff. adviser | 51% | 0.36% | Everence Capital Management, Inc. |
| 14 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX diff. adviser | 51% | 0.54% | Columbia Management Investment Advisers, LLC |
| 15 | iShares Core S&P U.S. Value ETF · IUSV cheaper | 51% | 0.04% | BlackRock Fund Advisors |
| 16 | iShares Core Dividend ETF · DIVB cheaper | 51% | 0.05% | BlackRock Fund Advisors |
| 17 | Strive 1000 Dividend Growth ETF · STXD diff. adviser | 51% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 18 | Defiance Large Cap ex-Mag 7 ETF · XMAG | 51% | 0.35% | — |
| 19 | iShares Russell Top 200 Value ETF · IWX | 51% | 0.20% | BlackRock Fund Advisors |
| 20 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX diff. adviser | 50% | 0.43% | Voya Investments, LLC |
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