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 | Invesco High Yield Equity Dividend AchieversTM ETF · PEY diff. adviser | 17% | 0.54% | Invesco Capital Management LLC |
| 2 | WBI Power Factor High Dividend ETF · WBIY diff. adviser | 17% | 0.97% | Millington Securities LLC |
| 3 | Global X MLP ETF · MLPA | 16% | 0.77% | Global X Management Company LLC |
| 4 | Alerian MLP ETF · AMLP diff. adviser | 16% | 1.01% | ALPS Advisors, Inc. |
| 5 | LoCorr Spectrum Income Fund · LSPAX, LSPCX, LSPIX diff. adviser | 15% | 3.61% | LoCorr Fund Management LLC |
| 6 | Integrity Dividend Summit Fund · IPAYX, APAYX, CPAYX diff. adviser | 15% | 0.74% | Viking Fund Management, LLC |
| 7 | Goldman Sachs MLP Energy Infrastructure Fund · GLPAX, GLPCX, GMLPX, GLPIX, GLPRX, GLPSX, GMNPX diff. adviser | 14% | 1.05% | Goldman Sachs Asset Management, L.P. |
| 8 | Invesco SteelPath MLP Income Fund · MLPRX, SPNNX, MLPZX, SPMQX, OSPMX, MLPDX diff. adviser | 14% | 1.56% | Invesco Advisers, Inc. |
| 9 | Invesco SteelPath MLP Select 40 Fund · MLPEX, SPMWX, MLPTX, SPMVX, OSPSX, MLPFX diff. adviser | 14% | 1.09% | Invesco Advisers, Inc. |
| 10 | VictoryShares Hedged Equity Income ETF · HEJD diff. adviser | 14% | 0.55% | Victory Capital Management Inc. |
| 11 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 13% | 0.36% | ALPS Advisors, Inc. |
| 12 | KraneShares Value Line Dynamic Dividend Equity Index ETF · KVLE diff. adviser | 13% | 0.56% | Krane Funds Advisors, LLC |
| 13 | Invesco S&P 500 High Dividend Low Volatility ETF · SPHD cheaper diff. adviser | 13% | 0.30% | Invesco Capital Management LLC |
| 14 | Multi-Asset Diversified Income Index Fund · MDIV | 13% | 0.71% | — |
| 15 | The Covered Bridge Fund · TCBAX, TCBIX diff. adviser | 12% | 1.51% | Stonebridge Capital Advisors, LLC |
| 16 | InfraCap MLP ETF · AMZA diff. adviser | 12% | 1.72% | Virtus Investment Advisers, LLC |
| 17 | John Hancock U.S. High Dividend ETF · JHDV cheaper diff. adviser | 12% | 0.34% | John Hancock Investment Management LLC |
| 18 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX diff. adviser | 11% | 1.58% | Donoghue Forlines LLC |
| 19 | Donoghue Forlines Dividend VIT Fund diff. adviser | 11% | 2.00% | Donoghue Forlines LLC |
| 20 | AAM S&P 500 High Dividend Value ETF · SPDV cheaper diff. adviser | 11% | 0.29% | ADVISORS ASSET MANAGEMENT, INC. |
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