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 | 21% | 0.47% | Franklin Advisers, Inc. |
| 2 | Franklin Income Equity Focus ETF · INCE | 21% | 0.29% | Franklin Advisers, Inc. |
| 3 | Franklin Income Fund · FKINX, FCISX, FRIAX, FISRX, FNCFX, FKIQX | 21% | 0.42% | Franklin Advisers, Inc. |
| 4 | Franklin Managed Income Fund · FBLAX, FBMCX, FBFQX, FBFZX, FBFRX | 21% | 0.59% | Franklin Advisers, Inc. |
| 5 | JNL/Franklin Templeton Income Fund diff. adviser | 19% | 0.62% | Jackson National Asset Management, LLC |
| 6 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX diff. adviser | 18% | 0.15% | DBX Advisors LLC |
| 7 | NYLI VP Epoch U.S. Equity Yield Portfolio diff. adviser | 17% | 0.68% | New York Life Investment Management LLC |
| 8 | NYLI Epoch U.S. Equity Yield Fund · EPLIX, EPLPX, EPLKX, EPLCX, EPLDX, EPLMX diff. adviser | 17% | 0.73% | New York Life Investment Management LLC |
| 9 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX | 16% | 0.64% | — |
| 10 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX diff. adviser | 16% | 0.48% | Voya Investments, LLC |
| 11 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX diff. adviser | 16% | 0.70% | Columbia Management Investment Advisers, LLC |
| 12 | Franklin Growth and Income VIP Fund | 16% | 0.59% | Franklin Advisers, Inc. |
| 13 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 16% | 0.73% | Columbia Management Investment Advisers, LLC |
| 14 | Franklin Income Focus ETF | 16% | 0.38% | Franklin Advisers, Inc. |
| 15 | Franklin Equity Income Fund · FISEX, FRETX, FREIX, FEIFX, FEIQX | 15% | 0.50% | Franklin Advisers, Inc. |
| 16 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ diff. adviser | 15% | 0.50% | First Trust Advisors L.P. |
| 17 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX diff. adviser | 15% | 0.04% | The Vanguard Group, Inc. |
| 18 | iShares Russell Top 200 Value ETF · IWX diff. adviser | 15% | 0.20% | BlackRock Fund Advisors |
| 19 | Invesco S&P 100 Equal Weight ETF · EQWL diff. adviser | 15% | 0.25% | Invesco Capital Management LLC |
| 20 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX diff. adviser | 15% | 0.43% | Voya Investments, LLC |
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