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 | Federated Hermes Strategic Value Dividend Fund · SVAAX, SVACX, SVAIX, SVALX | 61% | 0.79% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 2 | Federated Hermes Enhanced Income ETF · PAYR cheaper | 60% | 0.40% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 3 | Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. · LEIFX, LEICX, LFEIX, LEISX, FDERX | 48% | 0.89% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 4 | DEAN EQUITY INCOME FUND · DAEIX diff. adviser | 36% | 0.70% | Dean Investment Associates, LLC |
| 5 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper diff. adviser | 35% | 0.35% | Victory Capital Management Inc. |
| 6 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper diff. adviser | 35% | 0.35% | Victory Capital Management Inc. |
| 7 | WisdomTree U.S. High Dividend Fund · DHS cheaper diff. adviser | 34% | 0.38% | WisdomTree Asset Management, Inc. |
| 8 | iShares Core High Dividend ETF · HDV cheaper diff. adviser | 34% | 0.08% | BlackRock Fund Advisors |
| 9 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 32% | 0.36% | ALPS Advisors, Inc. |
| 10 | Edgar Lomax Value Fund · LOMAX diff. adviser | 32% | 0.69% | The Edgar Lomax Company |
| 11 | Integrity Dividend Harvest Fund · IDIVX, IDHIX, IDHCX diff. adviser | 31% | 0.70% | Viking Fund Management, LLC |
| 12 | VanEck Durable High Dividend ETF · DURA cheaper diff. adviser | 31% | 0.30% | Van Eck Associates Corporation |
| 13 | Franklin U.S. Low Volatility High Dividend Index ETF · LVHD cheaper diff. adviser | 31% | 0.27% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 14 | The Value Fund · CFVLX diff. adviser | 30% | 0.69% | Commerce Investment Advisors, Inc. |
| 15 | Madison Dividend Value ETF · DIVL diff. adviser | 29% | 0.65% | Madison Asset Management, LLC |
| 16 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 28% | 0.06% | Charles Schwab Investment Management, Inc. |
| 17 | Horizon Dividend Income ETF · DIVN diff. adviser | 28% | 0.70% | HORIZON INVESTMENTS LLC. |
| 18 | NYLI VP Epoch U.S. Equity Yield Portfolio diff. adviser | 28% | 0.68% | New York Life Investment Management LLC |
| 19 | Bahl & Gaynor Income Growth ETF · BGIG cheaper diff. adviser | 27% | 0.45% | BAHL & GAYNOR, INC. |
| 20 | Invesco S&P 500 High Dividend Growers ETF cheaper diff. adviser | 27% | 0.39% | Invesco Capital Management LLC |
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