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 Rising Dividends VIP Fund | 100% | 0.63% | Franklin Advisers, Inc. |
| 2 | EQ/Franklin Rising Dividends Portfolio diff. adviser | 99% | 0.62% | Equitable Investment Management Group, LLC |
| 3 | Franklin Dividend Growth ETF cheaper | 73% | 0.49% | — |
| 4 | Global Atlantic Franklin Tactical Allocation Managed Risk Portfolio diff. adviser | 67% | 1.20% | Global Atlantic Investment Advisors, LLC |
| 5 | Dividend Growth Portfolio diff. adviser | 47% | 0.99% | Lord, Abbett & Co. LLC |
| 6 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX diff. adviser | 47% | 0.59% | Lord, Abbett & Co. LLC |
| 7 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 46% | 0.04% | The Vanguard Group, Inc. |
| 8 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 46% | 0.52% | Invesco Capital Management LLC |
| 9 | Dividend Growth Portfolio diff. adviser | 44% | 0.67% | Pacific Life Fund Advisors LLC |
| 10 | Nuveen Dividend Growth ETF · NDVG diff. adviser | 44% | 0.65% | Nuveen Fund Advisors, LLC |
| 11 | Nuveen Dividend Growth Fund · NSBAX, NSBCX, NSBRX, NSBFX, NUDG | 44% | 0.61% | — |
| 12 | Strive 1000 Dividend Growth ETF · STXD cheaper diff. adviser | 44% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 13 | T. Rowe Price Dividend Growth Fund, Inc. · PRDGX, TADGX, PDGIX, TRZDX cheaper diff. adviser | 44% | 0.00% | T. Rowe Price Associates, Inc. |
| 14 | T. Rowe Price Dividend Growth ETF · TDVG cheaper diff. adviser | 42% | 0.50% | T. Rowe Price Associates, Inc. |
| 15 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX cheaper diff. adviser | 41% | 0.51% | Hartford Funds Management Company, LLC |
| 16 | Brighthouse/Wellington Core Equity Opportunities Portfolio diff. adviser | 41% | 0.62% | Brighthouse Investment Advisers, LLC |
| 17 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper diff. adviser | 41% | 0.30% | UBS Asset Management (Americas) LLC |
| 18 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 40% | 0.89% | Charles Schwab Investment Management, Inc. |
| 19 | Invesco Rising Dividends Fund diff. adviser | 40% | 0.64% | Invesco Advisers, Inc. |
| 20 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX diff. adviser | 40% | 0.54% | Columbia Management Investment Advisers, LLC |
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