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 | WisdomTree U.S. High Dividend Fund · DHS cheaper diff. adviser | 52% | 0.38% | WisdomTree Asset Management, Inc. |
| 2 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 43% | 0.06% | Charles Schwab Investment Management, Inc. |
| 3 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 41% | 0.36% | ALPS Advisors, Inc. |
| 4 | Franklin U.S. Dividend Booster Index ETF · XUDV cheaper diff. adviser | 41% | 0.09% | Franklin Advisory Services, LLC |
| 5 | State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF · SPYD cheaper diff. adviser | 38% | 0.07% | SSGA Funds Management, Inc. |
| 6 | VanEck Durable High Dividend ETF · DURA cheaper diff. adviser | 37% | 0.30% | Van Eck Associates Corporation |
| 7 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX diff. adviser | 36% | 1.58% | Donoghue Forlines LLC |
| 8 | Donoghue Forlines Dividend VIT Fund diff. adviser | 36% | 2.00% | Donoghue Forlines LLC |
| 9 | iShares Core High Dividend ETF · HDV cheaper diff. adviser | 36% | 0.08% | BlackRock Fund Advisors |
| 10 | Invesco S&P 500 High Dividend Low Volatility ETF · SPHD cheaper diff. adviser | 35% | 0.30% | Invesco Capital Management LLC |
| 11 | iShares Select Dividend ETF · DVY cheaper diff. adviser | 35% | 0.38% | BlackRock Fund Advisors |
| 12 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper diff. adviser | 34% | 0.35% | Victory Capital Management Inc. |
| 13 | GMO U.S. Value ETF · GMOV diff. adviser | 34% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 14 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper diff. adviser | 34% | 0.35% | Victory Capital Management Inc. |
| 15 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 34% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 16 | WBI Power Factor High Dividend ETF · WBIY diff. adviser | 33% | 0.97% | Millington Securities LLC |
| 17 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ | 33% | 0.50% | First Trust Advisors L.P. |
| 18 | Themes US Cash Flow Champions ETF · LGCF cheaper | 32% | 0.29% | — |
| 19 | Horizon Dividend Income ETF · DIVN diff. adviser | 32% | 0.70% | HORIZON INVESTMENTS LLC. |
| 20 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 31% | 0.11% | Fidelity Management & Research Company LLC |
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