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 | Nomura VIP Growth and Income Series cheaper | 95% | 0.68% | Macquarie Investment Management Business Trust |
| 2 | Crossmark Large Cap Value ETF cheaper diff. adviser | 37% | 0.50% | Crossmark Global Investments, Inc. |
| 3 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 34% | 0.11% | Fidelity Management & Research Company LLC |
| 4 | Cullen Enhanced Equity Income Fund · ENHCX, ENHNX, ENHRX diff. adviser | 31% | 0.75% | Cullen Capital Management, LLC |
| 5 | Morgan Dempsey Large Cap Value ETF · MDLV cheaper diff. adviser | 31% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 6 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 30% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 7 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 30% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 8 | ETC 6 Meridian Mega Cap Equity ETF · SIXA cheaper diff. adviser | 30% | 0.46% | Exchange Traded Concepts, LLC |
| 9 | WisdomTree U.S. High Dividend Fund · DHS cheaper diff. adviser | 30% | 0.38% | WisdomTree Asset Management, Inc. |
| 10 | Cullen Enhanced Equity Income ETF · DIVP cheaper | 30% | 0.55% | — |
| 11 | ETC 6 Meridian Hedged Equity-Index Option Strategy ETF · SIXH diff. adviser | 30% | 0.69% | Exchange Traded Concepts, LLC |
| 12 | Coastal Compass 100 ETF · ROPE diff. adviser | 29% | 0.81% | Empowered Funds, LLC d/b/a EA Advisers |
| 13 | Steward Large Cap Value Fund · SJVCX, SJVRX, SJVIX, SJVAX diff. adviser | 29% | 0.75% | Crossmark Global Investments, Inc. |
| 14 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 28% | 0.73% | Columbia Management Investment Advisers, LLC |
| 15 | iShares MSCI USA Value Factor ETF · VLUE cheaper diff. adviser | 28% | 0.15% | BlackRock Fund Advisors |
| 16 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX diff. adviser | 28% | 0.70% | Columbia Management Investment Advisers, LLC |
| 17 | Hennessy Cornerstone Value Fund · HFCVX, HICVX diff. adviser | 28% | 0.99% | Hennessy Advisors Inc. |
| 18 | First Trust Morningstar Dividend Leaders Index Fund · FDL cheaper diff. adviser | 28% | 0.43% | First Trust Advisors L.P. |
| 19 | Genter Capital Dividend Income ETF · GEND cheaper diff. adviser | 28% | 0.38% | OBP Capital LLC |
| 20 | Columbia Research Enhanced Value ETF · REVS cheaper diff. adviser | 28% | 0.19% | Columbia Management Investment Advisers, LLC |
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