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 | Strive 1000 Dividend Growth ETF · STXD cheaper diff. adviser | 31% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 2 | ProShares S&P Technology Dividend Aristocrats ETF · TDV cheaper diff. adviser | 28% | 0.45% | PROSHARE ADVISORS LLC |
| 3 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX cheaper | 27% | 0.62% | — |
| 4 | AMG Renaissance Large Cap Growth Fund · MRLIX, MRLSX, MRLTX cheaper diff. adviser | 27% | 0.66% | AMG Funds LLC |
| 5 | U.S. Large Cap Growth Portfolio cheaper diff. adviser | 27% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 6 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 25% | 0.04% | The Vanguard Group, Inc. |
| 7 | Vident U.S. Equity Strategy ETF · VUSE cheaper diff. adviser | 25% | 0.50% | Vident Asset Management |
| 8 | STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF cheaper | 25% | 0.65% | — |
| 9 | Dividend Growth Portfolio cheaper diff. adviser | 25% | 0.67% | Pacific Life Fund Advisors LLC |
| 10 | NYLI VP Dimensional U.S. Equity Portfolio cheaper diff. adviser | 25% | 0.54% | New York Life Investment Management LLC |
| 11 | Siren DIVCON Leaders Dividend ETF · LEAD cheaper diff. adviser | 25% | 0.43% | SRN Advisors LLC |
| 12 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 25% | 0.52% | Invesco Capital Management LLC |
| 13 | T. Rowe Price Dividend Growth Fund, Inc. · PRDGX, TADGX, PDGIX, TRZDX cheaper diff. adviser | 25% | 0.00% | T. Rowe Price Associates, Inc. |
| 14 | T. Rowe Price Dividend Growth ETF · TDVG cheaper diff. adviser | 25% | 0.50% | T. Rowe Price Associates, Inc. |
| 15 | Dimensional US High Profitability ETF · DUHP cheaper diff. adviser | 24% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 16 | U.S. Socially Responsible Fund · VSRDX cheaper diff. adviser | 24% | 0.35% | The Variable Annuity Life Insurance Company |
| 17 | JNL/Goldman Sachs 4 Fund cheaper diff. adviser | 23% | 0.40% | Jackson National Asset Management, LLC |
| 18 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 23% | 0.25% | Invesco Capital Management LLC |
| 19 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 23% | 0.48% | Voya Investments, LLC |
| 20 | JPMorgan U.S. Quality Factor ETF · JQUA cheaper diff. adviser | 23% | 0.12% | J.P. Morgan Investment Management, Inc. |
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