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 | Carillon Eagle Growth & Income Fund · HIGJX, HIGUX, HRCVX, HIGCX cheaper diff. adviser | 49% | 0.07% | Carillon Tower Advisers, Inc. |
| 2 | Wedbush LAFFER|TENGLER New Era Value ETF | 44% | 0.85% | — |
| 3 | LAFFER TENGLER Equity Income ETF · TGLR diff. adviser | 43% | 0.95% | Tuttle Capital Management, LLC |
| 4 | Franklin Dividend Growth ETF | 41% | 0.49% | — |
| 5 | Franklin Rising Dividends VIP Fund diff. adviser | 41% | 0.63% | Franklin Advisers, Inc. |
| 6 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX diff. adviser | 41% | 0.52% | Franklin Advisers, Inc. |
| 7 | EQ/Franklin Rising Dividends Portfolio diff. adviser | 40% | 0.62% | Equitable Investment Management Group, LLC |
| 8 | Nuveen Dividend Growth ETF · NDVG diff. adviser | 40% | 0.65% | Nuveen Fund Advisors, LLC |
| 9 | Bahl and Gaynor Income Growth Fund · AFNAX, AFYCX, AFNIX diff. adviser | 40% | 0.63% | BAHL & GAYNOR, INC. |
| 10 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX diff. adviser | 40% | 0.54% | Columbia Management Investment Advisers, LLC |
| 11 | Bahl & Gaynor Income Growth ETF · BGIG diff. adviser | 39% | 0.45% | BAHL & GAYNOR, INC. |
| 12 | Nuveen Dividend Growth Fund · NSBAX, NSBCX, NSBRX, NSBFX, NUDG | 39% | 0.61% | — |
| 13 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 39% | 0.89% | Charles Schwab Investment Management, Inc. |
| 14 | Dividend Growth Portfolio diff. adviser | 39% | 0.99% | Lord, Abbett & Co. LLC |
| 15 | MML Focused Equity Fund diff. adviser | 39% | 0.88% | MML Investment Advisers, LLC |
| 16 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX diff. adviser | 39% | 0.51% | Hartford Funds Management Company, LLC |
| 17 | Capital Group Conservative Equity ETF · CGCV diff. adviser | 39% | 0.33% | Capital Research and Management Company |
| 18 | Brighthouse/Wellington Core Equity Opportunities Portfolio diff. adviser | 39% | 0.62% | Brighthouse Investment Advisers, LLC |
| 19 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX diff. adviser | 39% | 0.59% | Lord, Abbett & Co. LLC |
| 20 | Madison Dividend Income Fund · BHBFX, MADAX, MDMIX, MADRX diff. adviser | 38% | 0.90% | Madison Asset Management, LLC |
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