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 | GQG PARTNERS US SELECT QUALITY EQUITY FUND · GQERX, GQEIX, GQEPX | 71% | 0.49% | GQG Partners LLC |
| 2 | GQG US Equity ETF · GQGU | 70% | 0.49% | — |
| 3 | GQG PARTNERS GLOBAL QUALITY EQUITY FUND · GQRRX, GQRIX, GQRPX | 59% | 0.70% | GQG Partners LLC |
| 4 | Nationwide GQG US Quality Equity Fund · NWAYX, NWAUX, NWAVX, NWAWX diff. adviser | 56% | 0.49% | Nationwide Fund Advisors |
| 5 | NVIT GQG US Quality Equity Fund diff. adviser | 56% | 0.72% | Nationwide Fund Advisors |
| 6 | GQG Partners Global Quality Value Fund · GQFPX, GQFIX | 46% | 0.59% | GQG Partners LLC |
| 7 | Polen Dividend Income ETF · DIVZ diff. adviser | 40% | 0.65% | TrueMark Investments, LLC |
| 8 | VanEck Durable High Dividend ETF · DURA cheaper diff. adviser | 36% | 0.30% | Van Eck Associates Corporation |
| 9 | ETC 6 Meridian Mega Cap Equity ETF · SIXA cheaper diff. adviser | 34% | 0.46% | Exchange Traded Concepts, LLC |
| 10 | WisdomTree U.S. High Dividend Fund · DHS cheaper diff. adviser | 34% | 0.38% | WisdomTree Asset Management, Inc. |
| 11 | ETC 6 Meridian Hedged Equity-Index Option Strategy ETF · SIXH diff. adviser | 34% | 0.69% | Exchange Traded Concepts, LLC |
| 12 | Morgan Dempsey Large Cap Value ETF · MDLV diff. adviser | 33% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 13 | iShares Core High Dividend ETF · HDV cheaper diff. adviser | 30% | 0.08% | BlackRock Fund Advisors |
| 14 | Horizon Dividend Income ETF · DIVN diff. adviser | 29% | 0.70% | HORIZON INVESTMENTS LLC. |
| 15 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 29% | 0.73% | Columbia Management Investment Advisers, LLC |
| 16 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX diff. adviser | 28% | 0.70% | Columbia Management Investment Advisers, LLC |
| 17 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX diff. adviser | 28% | 0.50% | Wilmington Funds Management Corporation |
| 18 | Edgar Lomax Value Fund · LOMAX diff. adviser | 28% | 0.69% | The Edgar Lomax Company |
| 19 | Integrity Dividend Harvest Fund · IDIVX, IDHIX, IDHCX diff. adviser | 27% | 0.70% | Viking Fund Management, LLC |
| 20 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 27% | 0.89% | Charles Schwab Investment Management, Inc. |
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