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 | Stock Portfolio | 45% | — | Boston Management and Research |
| 2 | Eaton Vance Enhanced Equity Income Fund | 44% | — | — |
| 3 | Eaton Vance Risk-Managed Diversified Equity Income Fund | 44% | — | — |
| 4 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 42% | 0.54% | Columbia Management Investment Advisers, LLC |
| 5 | Carillon Eagle Growth & Income Fund · HIGJX, HIGUX, HRCVX, HIGCX cheaper diff. adviser | 41% | 0.07% | Carillon Tower Advisers, Inc. |
| 6 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 39% | 0.89% | Charles Schwab Investment Management, Inc. |
| 7 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 38% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 8 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 38% | 0.04% | The Vanguard Group, Inc. |
| 9 | Neiman Large Cap Value Fund · NEIMX, NEAMX diff. adviser | 37% | 1.30% | NEIMAN FUNDS MANAGEMENT LLC |
| 10 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX cheaper | 36% | 0.62% | — |
| 11 | Alger Growth & Income Portfolio · AIGOX diff. adviser | 36% | 0.85% | Fred Alger Management, Inc. |
| 12 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper diff. adviser | 36% | 0.50% | Touchstone Advisors, Inc. |
| 13 | Eaton Vance Tax-Managed Diversified Equity Income Fund | 36% | — | — |
| 14 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 36% | 0.28% | WisdomTree Asset Management, Inc. |
| 15 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 35% | 0.52% | Invesco Capital Management LLC |
| 16 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 35% | 0.08% | BlackRock Fund Advisors |
| 17 | WisdomTree U.S. Quality Dividend Growth Fund · DGRW cheaper diff. adviser | 35% | 0.28% | WisdomTree Asset Management, Inc. |
| 18 | LAFFER TENGLER Equity Income ETF · TGLR diff. adviser | 35% | 0.95% | Tuttle Capital Management, LLC |
| 19 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 35% | 0.15% | Fidelity Management & Research Company LLC |
| 20 | ALGER GROWTH & INCOME FUND · ALBAX, ALBCX, AGIZX cheaper diff. adviser | 35% | 0.62% | Fred Alger Management, Inc. |
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