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 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 35% | 0.89% | Charles Schwab Investment Management, Inc. |
| 2 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 34% | 0.25% | Invesco Capital Management LLC |
| 3 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX cheaper | 34% | 0.64% | — |
| 4 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 34% | 0.05% | The Vanguard Group, Inc. |
| 5 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 34% | 0.48% | Voya Investments, LLC |
| 6 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX diff. adviser | 33% | 1.00% | Crossmark Global Investments, Inc. |
| 7 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper diff. adviser | 33% | 0.50% | Touchstone Advisors, Inc. |
| 8 | Zacks Dividend Fund · ZDIVX, ZDIIX diff. adviser | 32% | 1.06% | Zacks Investment Management, Inc. |
| 9 | The Value Fund · CFVLX cheaper diff. adviser | 32% | 0.69% | Commerce Investment Advisors, Inc. |
| 10 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 32% | 0.98% | HORIZON INVESTMENTS LLC. |
| 11 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 31% | 0.28% | WisdomTree Asset Management, Inc. |
| 12 | Dimensional US Large Cap Vector ETF · DFVX cheaper diff. adviser | 31% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 13 | Payden Equity Income Fund · PYVLX, PYVAX, PYVSX cheaper diff. adviser | 31% | 0.65% | Payden & Rygel |
| 14 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 31% | 0.20% | BlackRock Fund Advisors |
| 15 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 31% | 0.08% | BlackRock Fund Advisors |
| 16 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 30% | 0.04% | The Vanguard Group, Inc. |
| 17 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 30% | 0.43% | Voya Investments, LLC |
| 18 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 30% | 1.09% | — |
| 19 | JPMorgan Equity Income Fund · HLIEX, OIEIX, OINCX, OIEFX, OIERX, OIEJX, OIEPX, OIEQX cheaper diff. adviser | 30% | 0.45% | J.P. Morgan Investment Management, Inc. |
| 20 | Optimum Large Cap Value Fund · OALVX, OCLVX, OILVX diff. adviser | 30% | 0.92% | Macquarie Investment Management Business Trust |
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