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 | Horizon Dividend Income ETF · DIVN | 30% | 0.70% | HORIZON INVESTMENTS LLC. |
| 2 | Madison Dividend Income Fund · BHBFX, MADAX, MDMIX, MADRX | 29% | 0.90% | Madison Asset Management, LLC |
| 3 | Large Cap Value Fund cheaper | 29% | 0.63% | Madison Asset Management, LLC |
| 4 | Madison Dividend Value ETF · DIVL | 28% | 0.65% | Madison Asset Management, LLC |
| 5 | American Century U.S. Quality Value ETF · VALQ cheaper | 28% | 0.29% | — |
| 6 | Nicholas Equity Income Fund, Inc. · NSEIX, NNEIX | 27% | 0.70% | Nicholas Company, Inc. |
| 7 | Nuveen ESG Dividend ETF · NUDV cheaper | 27% | 0.26% | Nuveen Fund Advisors, LLC |
| 8 | Victory Income Stock Fund · USISX, UIISX | 26% | 0.75% | Victory Capital Management Inc. |
| 9 | ALPS | OShares U.S. Quality Dividend ETF · OUSA cheaper | 26% | 0.48% | ALPS Advisors, Inc. |
| 10 | Global X S&P 500 Quality Dividend ETF · QDIV cheaper | 26% | 0.20% | Global X Management Company LLC |
| 11 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper | 26% | 0.05% | The Vanguard Group, Inc. |
| 12 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX cheaper | 26% | 0.15% | DBX Advisors LLC |
| 13 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper | 25% | 0.54% | Columbia Management Investment Advisers, LLC |
| 14 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper | 25% | 0.48% | Voya Investments, LLC |
| 15 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper | 25% | 0.04% | The Vanguard Group, Inc. |
| 16 | Schwab U.S. Dividend Equity ETF · SCHD cheaper | 24% | 0.06% | Charles Schwab Investment Management, Inc. |
| 17 | ProShares S&P 500 Dividend Aristocrats ETF · NOBL cheaper | 24% | 0.35% | PROSHARE ADVISORS LLC |
| 18 | FT Vest S&P 500 Dividend Aristocrats Target Income ETF · KNG | 24% | 0.74% | First Trust Advisors L.P. |
| 19 | Schwab Dividend Equity Fund · SWDSX | 24% | 0.89% | Charles Schwab Investment Management, Inc. |
| 20 | iShares Core Dividend Growth ETF · DGRO cheaper | 24% | 0.08% | BlackRock Fund Advisors |
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