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 | Franklin Rising Dividends VIP Fund cheaper diff. adviser | 35% | 0.63% | Franklin Advisers, Inc. |
| 2 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX cheaper diff. adviser | 35% | 0.52% | Franklin Advisers, Inc. |
| 3 | EQ/Franklin Rising Dividends Portfolio cheaper diff. adviser | 35% | 0.62% | Equitable Investment Management Group, LLC |
| 4 | Nuveen Dividend Growth ETF · NDVG cheaper diff. adviser | 34% | 0.65% | Nuveen Fund Advisors, LLC |
| 5 | Nuveen Dividend Growth Fund · NSBAX, NSBCX, NSBRX, NSBFX, NUDG cheaper | 34% | 0.61% | — |
| 6 | Franklin Dividend Growth ETF cheaper | 33% | 0.49% | — |
| 7 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 32% | 0.04% | The Vanguard Group, Inc. |
| 8 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX cheaper diff. adviser | 32% | 0.51% | Hartford Funds Management Company, LLC |
| 9 | Brighthouse/Wellington Core Equity Opportunities Portfolio cheaper diff. adviser | 32% | 0.62% | Brighthouse Investment Advisers, LLC |
| 10 | ALPS | OShares U.S. Quality Dividend ETF · OUSA cheaper diff. adviser | 32% | 0.48% | ALPS Advisors, Inc. |
| 11 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 31% | 0.22% | Wellington Management Company LLP |
| 12 | WisdomTree U.S. Quality Dividend Growth Fund · DGRW cheaper diff. adviser | 30% | 0.28% | WisdomTree Asset Management, Inc. |
| 13 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 30% | 0.52% | Invesco Capital Management LLC |
| 14 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 29% | 0.15% | Fidelity Management & Research Company LLC |
| 15 | Jensen Quality Growth ETF · JGRW cheaper | 29% | 0.57% | — |
| 16 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 29% | 1.09% | — |
| 17 | FlexShares US Quality Low Volatility Index Fund · QLV cheaper diff. adviser | 28% | 0.08% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | Strive 1000 Dividend Growth ETF · STXD cheaper diff. adviser | 28% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 19 | The Jensen Quality Growth Fund Inc · JENSX, JENIX, JENRX, JENYX cheaper diff. adviser | 28% | 0.53% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 20 | Appreciation Portfolio cheaper diff. adviser | 28% | 0.85% | BNY Mellon Investment Adviser, Inc. |
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