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 Morningstar Dividend Leaders Index Fund · FDL diff. adviser | 52% | 0.43% | First Trust Advisors L.P. |
| 2 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper diff. adviser | 41% | 0.35% | Victory Capital Management Inc. |
| 3 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper diff. adviser | 40% | 0.35% | Victory Capital Management Inc. |
| 4 | VanEck Durable High Dividend ETF · DURA cheaper diff. adviser | 40% | 0.30% | Van Eck Associates Corporation |
| 5 | iShares Core High Dividend ETF · HDV cheaper diff. adviser | 39% | 0.08% | BlackRock Fund Advisors |
| 6 | WisdomTree Global High Dividend Fund · DEW | 37% | 0.58% | WisdomTree Asset Management, Inc. |
| 7 | Horizon Dividend Income ETF · DIVN diff. adviser | 36% | 0.70% | HORIZON INVESTMENTS LLC. |
| 8 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 36% | 0.06% | Charles Schwab Investment Management, Inc. |
| 9 | ETC 6 Meridian Mega Cap Equity ETF · SIXA diff. adviser | 35% | 0.46% | Exchange Traded Concepts, LLC |
| 10 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 35% | 0.73% | Columbia Management Investment Advisers, LLC |
| 11 | ETC 6 Meridian Hedged Equity-Index Option Strategy ETF · SIXH diff. adviser | 35% | 0.69% | Exchange Traded Concepts, LLC |
| 12 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 34% | 0.36% | ALPS Advisors, Inc. |
| 13 | Federated Hermes U.S. Strategic Dividend ETF · FDV diff. adviser | 34% | 0.50% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 14 | GMO U.S. Value ETF · GMOV diff. adviser | 34% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 15 | VictoryShares Hedged Equity Income ETF · HEJD diff. adviser | 34% | 0.55% | Victory Capital Management Inc. |
| 16 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX diff. adviser | 34% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 17 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX diff. adviser | 34% | 0.70% | Columbia Management Investment Advisers, LLC |
| 18 | GQG Partners US Quality Value Fund · GQHPX, GQHIX diff. adviser | 34% | 0.49% | GQG Partners LLC |
| 19 | iShares Select Dividend ETF · DVY diff. adviser | 32% | 0.38% | BlackRock Fund Advisors |
| 20 | State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF · SPDG cheaper diff. adviser | 32% | 0.05% | SSGA Funds Management, Inc. |
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