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 | Guinness Atkinson Dividend Builder ETF · DIVS | 38% | 0.66% | Guinness Atkinson Asset Management, Inc. |
| 2 | CRAWFORD LARGE CAP DIVIDEND FUND · CDGCX, CDGIX diff. adviser | 33% | 0.97% | Crawford Investment Counsel Inc |
| 3 | Madison Dividend Income Fund · BHBFX, MADAX, MDMIX, MADRX diff. adviser | 29% | 0.90% | Madison Asset Management, LLC |
| 4 | DEAN EQUITY INCOME FUND · DAEIX diff. adviser | 29% | 0.70% | Dean Investment Associates, LLC |
| 5 | Large Cap Value Fund diff. adviser | 28% | 0.63% | Madison Asset Management, LLC |
| 6 | iShares Core High Dividend ETF · HDV cheaper diff. adviser | 28% | 0.08% | BlackRock Fund Advisors |
| 7 | Bahl and Gaynor Income Growth Fund · AFNAX, AFYCX, AFNIX diff. adviser | 28% | 0.63% | BAHL & GAYNOR, INC. |
| 8 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 27% | 0.06% | Charles Schwab Investment Management, Inc. |
| 9 | First Trust Capital Strength ETF · FTCS diff. adviser | 26% | 0.52% | First Trust Advisors L.P. |
| 10 | First Trust Capital Strength Hedged Equity Portfolio diff. adviser | 26% | 1.25% | First Trust Advisors L.P. |
| 11 | First Trust Capital Strength Portfolio diff. adviser | 26% | 0.85% | First Trust Advisors L.P. |
| 12 | Franklin U.S. Low Volatility High Dividend Index ETF · LVHD cheaper diff. adviser | 25% | 0.27% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 13 | ALPS | OShares U.S. Quality Dividend ETF · OUSA diff. adviser | 24% | 0.48% | ALPS Advisors, Inc. |
| 14 | American Century Focused Large Cap Value ETF · FLV | 23% | 0.42% | — |
| 15 | Focused Large Cap Value Fund · ALVIX, ALPAX, ALVSX, ALPCX, ALVRX, ALVDX, ALVGX, ACFLX cheaper diff. adviser | 23% | 0.01% | American Century Investment Management, Inc. |
| 16 | Madison Dividend Value ETF · DIVL diff. adviser | 23% | 0.65% | Madison Asset Management, LLC |
| 17 | Matrix Advisors Dividend Fund · MADFX diff. adviser | 22% | 0.90% | Matrix Asset Advisors, INC |
| 18 | Horizon Dividend Income ETF · DIVN diff. adviser | 22% | 0.70% | HORIZON INVESTMENTS LLC. |
| 19 | DAVENPORT VALUE & INCOME FUND · DVIPX diff. adviser | 22% | 0.86% | Davenport & Company LLC |
| 20 | iMGP Berkshire Dividend Growth ETF · BDVG diff. adviser | 21% | 0.55% | IM Global Partner Fund Management, LLC |
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