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 | VIP Equity-Income Portfolio cheaper | 49% | 0.47% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Equity-Income Fund · FEQIX, FEIKX, FIOMX, FINQX, FINHX, FINYX, FIOPX cheaper | 48% | 0.44% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Equity-Income K6 Fund · FEKFX cheaper | 48% | 0.34% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Global Equity Income Fund · FGILX, FGEHX, FGEKX, FGEEX, FGEGX, FGEJX | 31% | 0.82% | Fidelity Management & Research Company LLC |
| 5 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 29% | 0.08% | BlackRock Fund Advisors |
| 6 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 27% | 0.28% | WisdomTree Asset Management, Inc. |
| 7 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 26% | 0.05% | The Vanguard Group, Inc. |
| 8 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 26% | 0.20% | BlackRock Fund Advisors |
| 9 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 25% | 0.43% | Voya Investments, LLC |
| 10 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 25% | 0.04% | The Vanguard Group, Inc. |
| 11 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 25% | 0.28% | WisdomTree Asset Management, Inc. |
| 12 | Fidelity Fundamental Large Cap Value ETF · FFLV cheaper | 25% | 0.38% | Fidelity Management & Research Company LLC |
| 13 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 25% | 0.54% | Columbia Management Investment Advisers, LLC |
| 14 | Fidelity Equity Dividend Income Fund · FEQTX, FETKX, FIAWX, FIAVX, FIAOX, FIAQX, FIAPX cheaper | 24% | 0.45% | Fidelity Management & Research Company LLC |
| 15 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 24% | 0.98% | HORIZON INVESTMENTS LLC. |
| 16 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 24% | 0.03% | The Vanguard Group, Inc. |
| 17 | Praxis Impact Large Cap Value ETF · PRXV cheaper diff. adviser | 24% | 0.36% | Everence Capital Management, Inc. |
| 18 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 24% | 0.04% | Charles Schwab Investment Management, Inc. |
| 19 | Zacks Dividend Fund · ZDIVX, ZDIIX diff. adviser | 23% | 1.06% | Zacks Investment Management, Inc. |
| 20 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 23% | 0.15% | SSGA Funds Management, Inc. |
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