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 | First Trust Capital Strength Hedged Equity Portfolio | 98% | 1.25% | First Trust Advisors L.P. |
| 2 | First Trust Capital Strength Portfolio | 98% | 0.85% | First Trust Advisors L.P. |
| 3 | ALPS | OShares U.S. Quality Dividend ETF · OUSA cheaper diff. adviser | 34% | 0.48% | ALPS Advisors, Inc. |
| 4 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX cheaper diff. adviser | 33% | 0.51% | Hartford Funds Management Company, LLC |
| 5 | Brighthouse/Wellington Core Equity Opportunities Portfolio diff. adviser | 33% | 0.62% | Brighthouse Investment Advisers, LLC |
| 6 | JNL/AQR Large Cap Defensive Style Fund diff. adviser | 32% | 0.56% | Jackson National Asset Management, LLC |
| 7 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX cheaper diff. adviser | 31% | 0.31% | AQR Capital Management, LLc |
| 8 | First Trust S&P 500 Economic Moat ETF · EMOT | 31% | 0.60% | — |
| 9 | First Trust Growth Strength ETF · FTGS | 30% | 0.60% | First Trust Advisors L.P. |
| 10 | First Trust Growth Strength Portfolio | 30% | 1.20% | First Trust Advisors L.P. |
| 11 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 30% | 0.08% | BlackRock Fund Advisors |
| 12 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 29% | 0.04% | The Vanguard Group, Inc. |
| 13 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 29% | 0.22% | Wellington Management Company LLP |
| 14 | Franklin Rising Dividends VIP Fund diff. adviser | 29% | 0.63% | Franklin Advisers, Inc. |
| 15 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX diff. adviser | 29% | 0.52% | Franklin Advisers, Inc. |
| 16 | EQ/Franklin Rising Dividends Portfolio diff. adviser | 29% | 0.62% | Equitable Investment Management Group, LLC |
| 17 | U.S. High Relative Profitability Portfolio · DURPX cheaper diff. adviser | 28% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 18 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX diff. adviser | 28% | 0.54% | Columbia Management Investment Advisers, LLC |
| 19 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 27% | 0.89% | Charles Schwab Investment Management, Inc. |
| 20 | U.S. Large Cap Growth Portfolio cheaper diff. adviser | 27% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
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