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 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper diff. adviser | 43% | 0.35% | Victory Capital Management Inc. |
| 2 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper diff. adviser | 43% | 0.35% | Victory Capital Management Inc. |
| 3 | State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF · SPYD cheaper diff. adviser | 38% | 0.07% | SSGA Funds Management, Inc. |
| 4 | Pacer S&P 500 Quality FCF High Dividend ETF · QFHD | 38% | 0.49% | — |
| 5 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 35% | 0.36% | ALPS Advisors, Inc. |
| 6 | Invesco S&P 500 High Dividend Low Volatility ETF · SPHD cheaper diff. adviser | 35% | 0.30% | Invesco Capital Management LLC |
| 7 | First Trust Morningstar Dividend Leaders Index Fund · FDL diff. adviser | 35% | 0.43% | First Trust Advisors L.P. |
| 8 | VictoryShares Hedged Equity Income ETF · HEJD diff. adviser | 33% | 0.55% | Victory Capital Management Inc. |
| 9 | WisdomTree U.S. High Dividend Fund · DHS diff. adviser | 32% | 0.38% | WisdomTree Asset Management, Inc. |
| 10 | Invesco S&P 500 Value with Momentum ETF · SPVM diff. adviser | 31% | 0.39% | Invesco Capital Management LLC |
| 11 | Invesco S&P 500 High Dividend Growers ETF diff. adviser | 31% | 0.39% | Invesco Capital Management LLC |
| 12 | Franklin U.S. Dividend Booster Index ETF · XUDV cheaper diff. adviser | 31% | 0.09% | Franklin Advisory Services, LLC |
| 13 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX diff. adviser | 30% | 1.58% | Donoghue Forlines LLC |
| 14 | Donoghue Forlines Dividend VIT Fund diff. adviser | 30% | 2.00% | Donoghue Forlines LLC |
| 15 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX diff. adviser | 30% | 0.70% | Columbia Management Investment Advisers, LLC |
| 16 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 30% | 0.73% | Columbia Management Investment Advisers, LLC |
| 17 | AAM S&P 500 High Dividend Value ETF · SPDV cheaper diff. adviser | 29% | 0.29% | ADVISORS ASSET MANAGEMENT, INC. |
| 18 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ diff. adviser | 29% | 0.50% | First Trust Advisors L.P. |
| 19 | Brookstone Dividend Stock ETF diff. adviser | 29% | 0.89% | Brookstone Asset Management, LLC |
| 20 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF · ONEY cheaper diff. adviser | 29% | 0.20% | SSGA Funds Management, Inc. |
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