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 High Dividend ETF · HDV cheaper diff. adviser | 51% | 0.08% | BlackRock Fund Advisors |
| 2 | Horizon Dividend Income ETF · DIVN diff. adviser | 46% | 0.70% | HORIZON INVESTMENTS LLC. |
| 3 | Large Cap Value Fund diff. adviser | 40% | 0.63% | Madison Asset Management, LLC |
| 4 | WisdomTree U.S. High Dividend Fund · DHS diff. adviser | 40% | 0.38% | WisdomTree Asset Management, Inc. |
| 5 | Madison Dividend Income Fund · BHBFX, MADAX, MDMIX, MADRX diff. adviser | 39% | 0.90% | Madison Asset Management, LLC |
| 6 | Madison Dividend Value ETF · DIVL diff. adviser | 38% | 0.65% | Madison Asset Management, LLC |
| 7 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 37% | 0.06% | Charles Schwab Investment Management, Inc. |
| 8 | First Trust Morningstar Dividend Leaders Index Fund · FDL diff. adviser | 37% | 0.43% | First Trust Advisors L.P. |
| 9 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX cheaper diff. adviser | 36% | 0.15% | DBX Advisors LLC |
| 10 | Hennessy Cornerstone Value Fund · HFCVX, HICVX diff. adviser | 36% | 0.99% | Hennessy Advisors Inc. |
| 11 | GQG Partners US Quality Value Fund · GQHPX, GQHIX diff. adviser | 36% | 0.49% | GQG Partners LLC |
| 12 | ETC 6 Meridian Mega Cap Equity ETF · SIXA diff. adviser | 34% | 0.46% | Exchange Traded Concepts, LLC |
| 13 | ETC 6 Meridian Hedged Equity-Index Option Strategy ETF · SIXH diff. adviser | 33% | 0.69% | Exchange Traded Concepts, LLC |
| 14 | GQG PARTNERS US SELECT QUALITY EQUITY FUND · GQERX, GQEIX, GQEPX diff. adviser | 33% | 0.49% | GQG Partners LLC |
| 15 | Nationwide GQG US Quality Equity Fund · NWAYX, NWAUX, NWAVX, NWAWX diff. adviser | 33% | 0.49% | Nationwide Fund Advisors |
| 16 | Edgar Lomax Value Fund · LOMAX diff. adviser | 33% | 0.69% | The Edgar Lomax Company |
| 17 | NVIT GQG US Quality Equity Fund diff. adviser | 33% | 0.72% | Nationwide Fund Advisors |
| 18 | GQG US Equity ETF · GQGU | 32% | 0.49% | — |
| 19 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX diff. adviser | 32% | 0.50% | Wilmington Funds Management Corporation |
| 20 | Morgan Dempsey Large Cap Value ETF · MDLV diff. adviser | 32% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
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