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 | Franklin Income VIP Fund cheaper | 42% | 0.47% | Franklin Advisers, Inc. |
| 2 | JNL/Franklin Templeton Income Fund diff. adviser | 40% | 0.62% | Jackson National Asset Management, LLC |
| 3 | Franklin Income Fund · FKINX, FCISX, FRIAX, FISRX, FNCFX, FKIQX cheaper | 33% | 0.42% | Franklin Advisers, Inc. |
| 4 | Franklin Income Equity Focus ETF · INCE cheaper | 33% | 0.29% | Franklin Advisers, Inc. |
| 5 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 29% | 0.05% | The Vanguard Group, Inc. |
| 6 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX | 28% | 0.64% | — |
| 7 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 28% | 0.48% | Voya Investments, LLC |
| 8 | Franklin Income Focus ETF cheaper | 28% | 0.38% | Franklin Advisers, Inc. |
| 9 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX diff. adviser | 28% | 0.70% | Columbia Management Investment Advisers, LLC |
| 10 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 28% | 0.04% | The Vanguard Group, Inc. |
| 11 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 27% | 0.73% | Columbia Management Investment Advisers, LLC |
| 12 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 26% | 0.25% | Invesco Capital Management LLC |
| 13 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 26% | 0.20% | BlackRock Fund Advisors |
| 14 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 26% | 0.43% | Voya Investments, LLC |
| 15 | Edgar Lomax Value Fund · LOMAX diff. adviser | 26% | 0.69% | The Edgar Lomax Company |
| 16 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 26% | 0.28% | WisdomTree Asset Management, Inc. |
| 17 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper diff. adviser | 26% | 0.50% | Touchstone Advisors, Inc. |
| 18 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 26% | 0.05% | BlackRock Fund Advisors |
| 19 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 26% | 0.04% | Charles Schwab Investment Management, Inc. |
| 20 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 25% | 0.89% | Charles Schwab Investment Management, Inc. |
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