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 | SGI Global Equity Fund · SGLIX, SGLAX cheaper | 23% | 0.84% | Summit Global Investment, LLC |
| 2 | Hennessy Cornerstone Value Fund · HFCVX, HICVX cheaper diff. adviser | 23% | 0.99% | Hennessy Advisors Inc. |
| 3 | Altrius Global Dividend ETF · DIVD cheaper | 22% | 0.49% | — |
| 4 | Columbia Variable Portfolio - Dividend Opportunity Fund cheaper diff. adviser | 19% | 0.73% | Columbia Management Investment Advisers, LLC |
| 5 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX cheaper diff. adviser | 19% | 0.70% | Columbia Management Investment Advisers, LLC |
| 6 | Disciplined Value Series · MNDFX, MDFSX, MDVZX, MDVWX cheaper diff. adviser | 19% | 0.16% | Manning & Napier Advisors, LLC |
| 7 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 19% | 0.05% | BlackRock Fund Advisors |
| 8 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 19% | 0.04% | The Vanguard Group, Inc. |
| 9 | ActivePassive International Equity ETF · APIE cheaper | 19% | 0.45% | — |
| 10 | Archer Dividend Growth Fund · ARDGX cheaper diff. adviser | 19% | 0.99% | Archer Investment Corp. |
| 11 | Victory Income Stock Fund · USISX, UIISX cheaper diff. adviser | 19% | 0.75% | Victory Capital Management Inc. |
| 12 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 18% | 0.05% | The Vanguard Group, Inc. |
| 13 | Integrity Dividend Harvest Fund · IDIVX, IDHIX, IDHCX cheaper diff. adviser | 18% | 0.70% | Viking Fund Management, LLC |
| 14 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 18% | 0.03% | The Vanguard Group, Inc. |
| 15 | CornerCap Fundametrics Large-Cap ETF · FUNL cheaper diff. adviser | 18% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 16 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 18% | 0.28% | WisdomTree Asset Management, Inc. |
| 17 | LVIP BlackRock Dividend Value Managed Volatility Fund cheaper diff. adviser | 18% | 0.65% | Lincoln Financial Investments Corporation |
| 18 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 18% | 0.48% | Voya Investments, LLC |
| 19 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 18% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 17% | 0.25% | Invesco Capital Management LLC |
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