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 | Genter Capital Dividend Income ETF · GEND cheaper diff. adviser | 92% | 0.38% | OBP Capital LLC |
| 2 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 31% | 0.06% | Charles Schwab Investment Management, Inc. |
| 3 | Columbia Variable Portfolio - Dividend Opportunity Fund cheaper diff. adviser | 30% | 0.73% | Columbia Management Investment Advisers, LLC |
| 4 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX cheaper diff. adviser | 29% | 0.70% | Columbia Management Investment Advisers, LLC |
| 5 | Integrity Dividend Harvest Fund · IDIVX, IDHIX, IDHCX cheaper diff. adviser | 29% | 0.70% | Viking Fund Management, LLC |
| 6 | TBG Dividend Focus ETF · TBG cheaper | 28% | 0.59% | — |
| 7 | DEAN EQUITY INCOME FUND · DAEIX cheaper diff. adviser | 28% | 0.70% | Dean Investment Associates, LLC |
| 8 | Victory Pioneer Equity Income VCT Portfolio cheaper diff. adviser | 28% | 0.79% | Victory Capital Management Inc. |
| 9 | Hennessy Cornerstone Value Fund · HFCVX, HICVX cheaper diff. adviser | 28% | 0.99% | Hennessy Advisors Inc. |
| 10 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 27% | 0.36% | ALPS Advisors, Inc. |
| 11 | Edgar Lomax Value Fund · LOMAX cheaper diff. adviser | 27% | 0.69% | The Edgar Lomax Company |
| 12 | Nomura VIP Growth and Income Series cheaper diff. adviser | 27% | 0.68% | Macquarie Investment Management Business Trust |
| 13 | Horizon Dividend Income ETF · DIVN cheaper diff. adviser | 26% | 0.70% | HORIZON INVESTMENTS LLC. |
| 14 | ETC 6 Meridian Mega Cap Equity ETF · SIXA cheaper diff. adviser | 26% | 0.46% | Exchange Traded Concepts, LLC |
| 15 | Nomura Growth and Income Fund · FGIPX, FGINX, FGIQX cheaper diff. adviser | 26% | 0.69% | Macquarie Investment Management Business Trust |
| 16 | iMGP Berkshire Dividend Growth ETF · BDVG cheaper diff. adviser | 26% | 0.55% | IM Global Partner Fund Management, LLC |
| 17 | ETC 6 Meridian Hedged Equity-Index Option Strategy ETF · SIXH cheaper diff. adviser | 26% | 0.69% | Exchange Traded Concepts, LLC |
| 18 | CUTLER EQUITY FUND · DIVHX cheaper diff. adviser | 26% | 0.99% | Cutler Investment Counsel LLC |
| 19 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX cheaper diff. adviser | 26% | 0.50% | Wilmington Funds Management Corporation |
| 20 | iShares Core High Dividend ETF · HDV cheaper diff. adviser | 25% | 0.08% | BlackRock Fund Advisors |
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