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 | Hennessy Cornerstone Value Fund · HFCVX, HICVX | 31% | 0.99% | Hennessy Advisors Inc. |
| 2 | Columbia Variable Portfolio - Dividend Opportunity Fund | 24% | 0.73% | Columbia Management Investment Advisers, LLC |
| 3 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX | 23% | 0.70% | Columbia Management Investment Advisers, LLC |
| 4 | Integrity Dividend Harvest Fund · IDIVX, IDHIX, IDHCX | 23% | 0.70% | Viking Fund Management, LLC |
| 5 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX | 23% | 0.64% | — |
| 6 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper | 23% | 0.48% | Voya Investments, LLC |
| 7 | SGI Enhanced Global Income ETF · GINX | 22% | 1.02% | Summit Global Investment, LLC |
| 8 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper | 22% | 0.05% | The Vanguard Group, Inc. |
| 9 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper | 22% | 0.04% | The Vanguard Group, Inc. |
| 10 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper | 22% | 0.25% | Invesco Capital Management LLC |
| 11 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX | 22% | 0.50% | Wilmington Funds Management Corporation |
| 12 | Strive 1000 Value ETF · STXV cheaper | 22% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 13 | iShares Core Dividend ETF · DIVB cheaper | 21% | 0.05% | BlackRock Fund Advisors |
| 14 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper | 21% | 0.28% | WisdomTree Asset Management, Inc. |
| 15 | Cullen High Dividend Equity Fund · CHDEX, CHVCX, CHDVX, CHDRX, CHDPX | 21% | 0.75% | Cullen Capital Management, LLC |
| 16 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper | 20% | 0.03% | The Vanguard Group, Inc. |
| 17 | WisdomTree U.S. Total Dividend Fund · DTD cheaper | 20% | 0.28% | WisdomTree Asset Management, Inc. |
| 18 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND | 20% | 0.50% | Touchstone Advisors, Inc. |
| 19 | Zacks Dividend Fund · ZDIVX, ZDIIX | 20% | 1.06% | Zacks Investment Management, Inc. |
| 20 | NYLI VP Epoch U.S. Equity Yield Portfolio | 20% | 0.68% | New York Life Investment Management LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.