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. Total Dividend Fund · DTD | 89% | 0.28% | WisdomTree Asset Management, Inc. |
| 2 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 66% | 0.98% | HORIZON INVESTMENTS LLC. |
| 3 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 64% | 0.04% | BlackRock Fund Advisors |
| 4 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 64% | 0.18% | — |
| 5 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 64% | 0.08% | BlackRock Fund Advisors |
| 6 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 64% | 0.03% | The Vanguard Group, Inc. |
| 7 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 64% | 0.09% | — |
| 8 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 63% | 0.04% | The Vanguard Group, Inc. |
| 9 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 63% | 0.06% | Franklin Advisory Services, LLC |
| 10 | Schwab Fundamental U.S. Large Company ETF · FNDX cheaper diff. adviser | 62% | 0.25% | Charles Schwab Investment Management, Inc. |
| 11 | WisdomTree U.S. LargeCap Fund · EPS cheaper | 62% | 0.08% | WisdomTree Asset Management, Inc. |
| 12 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX cheaper diff. adviser | 61% | 0.25% | Charles Schwab Investment Management, Inc. |
| 13 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 61% | 0.52% | Invesco Capital Management LLC |
| 14 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 60% | 0.04% | Charles Schwab Investment Management, Inc. |
| 15 | PROFUND VP LARGE CAP VALUE diff. adviser | 59% | 1.68% | ProFund Advisors LLC |
| 16 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 59% | 0.15% | SSGA Funds Management, Inc. |
| 17 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF · SPYV cheaper diff. adviser | 59% | 0.04% | SSGA Funds Management, Inc. |
| 18 | iShares S&P 500 Value ETF · IVE cheaper diff. adviser | 59% | 0.18% | BlackRock Fund Advisors |
| 19 | Schwab Fundamental U.S. Broad Market ETF · FNDB cheaper diff. adviser | 59% | 0.25% | Charles Schwab Investment Management, Inc. |
| 20 | Defiance Large Cap ex-Mag 7 ETF · XMAG | 59% | 0.35% | — |
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