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 | Hillman Value Fund · HCMAX cheaper diff. adviser | 23% | 0.95% | Hillman Capital Management |
| 2 | CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND cheaper diff. adviser | 22% | 0.94% | Cantor Fitzgerald Investment Advisors, LP |
| 3 | Victory Pioneer Equity Income Fund · PCEQX, PQIRX, PEQKX, PYEQX, PEQIX cheaper diff. adviser | 21% | 0.68% | Victory Capital Management Inc. |
| 4 | Victory Pioneer Disciplined Value Fund · CVKFX, CVFYX, CVCFX, CVFCX cheaper diff. adviser | 19% | 0.45% | Victory Capital Management Inc. |
| 5 | Federated Hermes Enhanced Income ETF · PAYR cheaper diff. adviser | 19% | 0.40% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 6 | Federated Hermes Strategic Value Dividend Fund · SVAAX, SVACX, SVAIX, SVALX cheaper diff. adviser | 18% | 0.79% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 7 | Victory Pioneer Equity Income VCT Portfolio cheaper diff. adviser | 18% | 0.79% | Victory Capital Management Inc. |
| 8 | Harbor Large Cap Value Fund · HAVLX, HRLVX, HILVX, HNLVX cheaper diff. adviser | 17% | 0.61% | Harbor Capital Advisors, Inc. |
| 9 | Victory Pioneer Core Equity Fund · PVFYX, PIOTX, PCEKX, PCOTX cheaper diff. adviser | 17% | 0.57% | Victory Capital Management Inc. |
| 10 | VanEck Morningstar Wide Moat Value ETF · MVAL cheaper diff. adviser | 17% | 0.50% | Van Eck Associates Corporation |
| 11 | LVIP American Century Value Fund cheaper diff. adviser | 16% | 0.61% | Lincoln Financial Investments Corporation |
| 12 | Dana Concentrated Dividend ETF · DIVE cheaper | 16% | 0.65% | — |
| 13 | Applied Finance Dividend Fund · AFALX, AFAZX cheaper diff. adviser | 16% | 0.95% | Applied Finance Advisors, LLC |
| 14 | Brookstone Dividend Stock ETF cheaper diff. adviser | 16% | 0.89% | Brookstone Asset Management, LLC |
| 15 | The Covered Bridge Fund · TCBAX, TCBIX diff. adviser | 16% | 1.51% | Stonebridge Capital Advisors, LLC |
| 16 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 16% | 0.36% | ALPS Advisors, Inc. |
| 17 | Cullen Enhanced Equity Income Fund · ENHCX, ENHNX, ENHRX cheaper diff. adviser | 16% | 0.75% | Cullen Capital Management, LLC |
| 18 | Cullen Enhanced Equity Income ETF · DIVP cheaper | 16% | 0.55% | — |
| 19 | Large Company Value Portfolio cheaper diff. adviser | 15% | 0.75% | Mason Street Advisors, LLC |
| 20 | DWS CROCI(R) Equity Dividend Fund · KDHAX, KDHCX, KDHSX, KDHIX cheaper diff. adviser | 15% | 0.70% | DWS Investment Management Americas, Inc. |
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