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 | Sit Dividend Growth Fund · SDVGX, SDVSX diff. adviser | 36% | 0.70% | Sit Investment Associates, Inc. |
| 2 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX diff. adviser | 35% | 0.59% | Lord, Abbett & Co. LLC |
| 3 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 34% | 0.04% | The Vanguard Group, Inc. |
| 4 | Dividend Growth Portfolio diff. adviser | 34% | 0.99% | Lord, Abbett & Co. LLC |
| 5 | FlexShares STOXX US ESG Select Index Fund · ESG cheaper diff. adviser | 33% | 0.32% | NORTHERN TRUST INVESTMENTS, INC. |
| 6 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 33% | 0.15% | Franklin Advisory Services, LLC |
| 7 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 33% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 8 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 33% | 0.98% | HORIZON INVESTMENTS LLC. |
| 9 | Swan Enhanced Dividend Income ETF · SCLZ diff. adviser | 32% | 0.79% | Swan Capital Management, LLC |
| 10 | Fidelity Dividend ETF for Rising Rates · FDRR cheaper diff. adviser | 32% | 0.15% | Fidelity Management & Research Company LLC |
| 11 | Columbia Variable Portfolio - Select Large Cap Equity Fund diff. adviser | 32% | 0.67% | Columbia Management Investment Advisers, LLC |
| 12 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 32% | 0.28% | WisdomTree Asset Management, Inc. |
| 13 | Columbia Cornerstone Equity Fund · NSGAX, NSGCX, NSEPX, CLCRX, CLEYX, NSEAX diff. adviser | 32% | 0.55% | Columbia Management Investment Advisers, LLC |
| 14 | Horizon Multi-Factor U.S. Equity Fund · USRIX, USRAX, USRTX diff. adviser | 32% | 0.92% | HORIZON INVESTMENTS LLC. |
| 15 | WisdomTree U.S. Quality Dividend Growth Fund · DGRW cheaper diff. adviser | 32% | 0.28% | WisdomTree Asset Management, Inc. |
| 16 | Nuveen Sustainable Core ETF · NSCR cheaper diff. adviser | 32% | 0.45% | Nuveen Fund Advisors, LLC |
| 17 | Nuveen Core Equity Fund · TIGRX, TRGIX, TIIRX, TRPGX, TGIHX, TGIWX cheaper diff. adviser | 31% | 0.00% | Teachers Advisors, LLC |
| 18 | Carillon Eagle Growth & Income Fund · HIGJX, HIGUX, HRCVX, HIGCX cheaper diff. adviser | 31% | 0.07% | Carillon Tower Advisers, Inc. |
| 19 | Putnam Focused Equity Fund diff. adviser | 31% | 0.71% | Putnam Investment Management, LLC |
| 20 | Nuveen Life Core Equity Fund · TLGWX diff. adviser | 31% | 0.51% | Teachers Advisors, LLC |
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