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 | NYLI VP Epoch U.S. Equity Yield Portfolio cheaper | 94% | 0.68% | New York Life Investment Management LLC |
| 2 | NYLI Epoch Global Equity Yield Fund · EPSPX, EPSKX, EPSYX, EPSIX, EPSRX | 62% | 0.74% | New York Life Investment Management LLC |
| 3 | Global Shareholder Yield Fund · JGYIX, JGYAX, JGYCX, JGRSX, JGSRX diff. adviser | 49% | 0.74% | John Hancock Investment Management LLC |
| 4 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX cheaper | 47% | 0.64% | — |
| 5 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 45% | 0.28% | WisdomTree Asset Management, Inc. |
| 6 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 45% | 0.54% | Columbia Management Investment Advisers, LLC |
| 7 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 44% | 0.48% | Voya Investments, LLC |
| 8 | NYLI Income Builder Fund · MTRAX, MKTRX, MCTRX, MTOIX, MTINX, MTODX, MTISX cheaper | 43% | 0.69% | New York Life Investment Management LLC |
| 9 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 42% | 0.28% | WisdomTree Asset Management, Inc. |
| 10 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 42% | 0.04% | The Vanguard Group, Inc. |
| 11 | NYLI VP Income Builder Portfolio cheaper | 42% | 0.62% | New York Life Investment Management LLC |
| 12 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 41% | 0.25% | Invesco Capital Management LLC |
| 13 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 41% | 0.08% | BlackRock Fund Advisors |
| 14 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 41% | 0.73% | Columbia Management Investment Advisers, LLC |
| 15 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 41% | 0.05% | The Vanguard Group, Inc. |
| 16 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 41% | 0.20% | BlackRock Fund Advisors |
| 17 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX cheaper diff. adviser | 41% | 0.70% | Columbia Management Investment Advisers, LLC |
| 18 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 41% | 0.43% | Voya Investments, LLC |
| 19 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 40% | 0.52% | Invesco Capital Management LLC |
| 20 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper diff. adviser | 40% | 0.50% | Touchstone Advisors, Inc. |
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