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 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 47% | 0.05% | BlackRock Fund Advisors |
| 2 | VanEck Durable High Dividend ETF · DURA cheaper diff. adviser | 46% | 0.30% | Van Eck Associates Corporation |
| 3 | Large Cap Value Fund cheaper diff. adviser | 43% | 0.63% | Madison Asset Management, LLC |
| 4 | Madison Dividend Income Fund · BHBFX, MADAX, MDMIX, MADRX diff. adviser | 43% | 0.90% | Madison Asset Management, LLC |
| 5 | iShares Core High Dividend ETF · HDV cheaper diff. adviser | 42% | 0.08% | BlackRock Fund Advisors |
| 6 | State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF · SPDG cheaper diff. adviser | 41% | 0.05% | SSGA Funds Management, Inc. |
| 7 | Madison Dividend Value ETF · DIVL cheaper diff. adviser | 40% | 0.65% | Madison Asset Management, LLC |
| 8 | American Century U.S. Quality Value ETF · VALQ cheaper | 40% | 0.29% | — |
| 9 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 40% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 10 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 40% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 11 | Hennessy Cornerstone Value Fund · HFCVX, HICVX diff. adviser | 39% | 0.99% | Hennessy Advisors Inc. |
| 12 | Gotham Large Value Fund · GVALX diff. adviser | 39% | 0.75% | Gotham Asset Management, LLC |
| 13 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 39% | 0.54% | Columbia Management Investment Advisers, LLC |
| 14 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 38% | 0.04% | The Vanguard Group, Inc. |
| 15 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 38% | 0.28% | WisdomTree Asset Management, Inc. |
| 16 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 38% | 0.05% | The Vanguard Group, Inc. |
| 17 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 38% | 0.08% | BlackRock Fund Advisors |
| 18 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 36% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 19 | ALPS | OShares U.S. Quality Dividend ETF · OUSA cheaper diff. adviser | 36% | 0.48% | ALPS Advisors, Inc. |
| 20 | WisdomTree U.S. High Dividend Fund · DHS cheaper diff. adviser | 36% | 0.38% | WisdomTree Asset Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.