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 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX | 72% | 0.64% | — |
| 2 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 46% | 0.89% | Charles Schwab Investment Management, Inc. |
| 3 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 45% | 0.28% | WisdomTree Asset Management, Inc. |
| 4 | Zacks Dividend Fund · ZDIVX, ZDIIX diff. adviser | 45% | 1.06% | Zacks Investment Management, Inc. |
| 5 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 44% | 0.25% | Invesco Capital Management LLC |
| 6 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 44% | 0.48% | Voya Investments, LLC |
| 7 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX diff. adviser | 44% | 0.50% | Wilmington Funds Management Corporation |
| 8 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 43% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 9 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 43% | 0.52% | Invesco Capital Management LLC |
| 10 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 42% | 0.05% | The Vanguard Group, Inc. |
| 11 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX diff. adviser | 42% | 0.70% | Columbia Management Investment Advisers, LLC |
| 12 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 42% | 0.73% | Columbia Management Investment Advisers, LLC |
| 13 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 42% | 0.08% | BlackRock Fund Advisors |
| 14 | CUTLER EQUITY FUND · DIVHX diff. adviser | 42% | 0.99% | Cutler Investment Counsel LLC |
| 15 | FT Vest Total Return Income Fund: Series A2 | 41% | — | — |
| 16 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX cheaper diff. adviser | 41% | 0.15% | DBX Advisors LLC |
| 17 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 41% | 1.09% | — |
| 18 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 41% | 0.28% | WisdomTree Asset Management, Inc. |
| 19 | FT Vest Total Return Income Fund: Series A3 | 41% | — | — |
| 20 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 40% | 0.04% | The Vanguard Group, Inc. |
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