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 Income Builder Fund · MTRAX, MKTRX, MCTRX, MTOIX, MTINX, MTODX, MTISX cheaper | 63% | 0.69% | New York Life Investment Management LLC |
| 2 | NYLI VP Income Builder Portfolio cheaper | 62% | 0.62% | New York Life Investment Management LLC |
| 3 | NYLI Epoch U.S. Equity Yield Fund · EPLIX, EPLPX, EPLKX, EPLCX, EPLDX, EPLMX cheaper | 62% | 0.73% | New York Life Investment Management LLC |
| 4 | NYLI VP Epoch U.S. Equity Yield Portfolio cheaper | 61% | 0.68% | New York Life Investment Management LLC |
| 5 | Global Shareholder Yield Fund · JGYIX, JGYAX, JGYCX, JGRSX, JGSRX diff. adviser | 55% | 0.74% | John Hancock Investment Management LLC |
| 6 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX cheaper | 35% | 0.64% | — |
| 7 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 32% | 0.48% | Voya Investments, LLC |
| 8 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 32% | 0.28% | WisdomTree Asset Management, Inc. |
| 9 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 30% | 0.28% | WisdomTree Asset Management, Inc. |
| 10 | Columbia Variable Portfolio - Dividend Opportunity Fund cheaper diff. adviser | 30% | 0.73% | Columbia Management Investment Advisers, LLC |
| 11 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 30% | 0.25% | Invesco Capital Management LLC |
| 12 | Fidelity Dividend ETF for Rising Rates · FDRR cheaper diff. adviser | 30% | 0.15% | Fidelity Management & Research Company LLC |
| 13 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX cheaper diff. adviser | 30% | 0.70% | Columbia Management Investment Advisers, LLC |
| 14 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 30% | 0.05% | BlackRock Fund Advisors |
| 15 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper diff. adviser | 30% | 0.50% | Touchstone Advisors, Inc. |
| 16 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 30% | 0.89% | Charles Schwab Investment Management, Inc. |
| 17 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 29% | 0.54% | Columbia Management Investment Advisers, LLC |
| 18 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 29% | 0.04% | The Vanguard Group, Inc. |
| 19 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ cheaper diff. adviser | 29% | 0.50% | First Trust Advisors L.P. |
| 20 | Payden Equity Income Fund · PYVLX, PYVAX, PYVSX cheaper diff. adviser | 29% | 0.65% | Payden & Rygel |
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