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 | VanEck Morningstar Wide Moat Value ETF · MVAL cheaper diff. adviser | 32% | 0.50% | Van Eck Associates Corporation |
| 2 | VanEck Morningstar Wide Moat ETF · MOAT cheaper diff. adviser | 28% | 0.46% | Van Eck Associates Corporation |
| 3 | VanEck Morningstar Wide Moat Fund · MWMIX, MWMZX cheaper diff. adviser | 28% | 0.49% | Van Eck Associates Corporation |
| 4 | JNL/Morningstar Wide Moat Index Fund cheaper diff. adviser | 28% | 0.45% | Jackson National Asset Management, LLC |
| 5 | The Covered Bridge Fund · TCBAX, TCBIX diff. adviser | 26% | 1.51% | Stonebridge Capital Advisors, LLC |
| 6 | Fundamental Equity Income Fund · JHCMX, JHCOX, JHFEX cheaper diff. adviser | 24% | 0.72% | John Hancock Investment Management LLC |
| 7 | EIC Value Fund · EICVX, EICCX, EICIX diff. adviser | 23% | 0.96% | Equity Investment Corporation |
| 8 | First Trust Morningstar Dividend Leaders Index Fund · FDL cheaper diff. adviser | 21% | 0.43% | First Trust Advisors L.P. |
| 9 | Victory Pioneer Disciplined Value Fund · CVKFX, CVFYX, CVCFX, CVFCX cheaper diff. adviser | 21% | 0.45% | Victory Capital Management Inc. |
| 10 | Invesco S&P 500 High Dividend Low Volatility ETF · SPHD cheaper diff. adviser | 20% | 0.30% | Invesco Capital Management LLC |
| 11 | Victory Pioneer Core Equity Fund · PVFYX, PIOTX, PCEKX, PCOTX cheaper diff. adviser | 20% | 0.57% | Victory Capital Management Inc. |
| 12 | Franklin U.S. Dividend Booster Index ETF · XUDV cheaper diff. adviser | 20% | 0.09% | Franklin Advisory Services, LLC |
| 13 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 20% | 0.11% | Fidelity Management & Research Company LLC |
| 14 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX diff. adviser | 19% | 1.58% | Donoghue Forlines LLC |
| 15 | Donoghue Forlines Dividend VIT Fund diff. adviser | 19% | 2.00% | Donoghue Forlines LLC |
| 16 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ cheaper diff. adviser | 19% | 0.50% | First Trust Advisors L.P. |
| 17 | Brookstone Value Stock ETF cheaper diff. adviser | 19% | 0.91% | Brookstone Asset Management, LLC |
| 18 | Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF · QQWZ cheaper diff. adviser | 18% | 0.49% | Pacer Advisors, Inc. |
| 19 | ETC 6 Meridian Mega Cap Equity ETF · SIXA cheaper diff. adviser | 18% | 0.46% | Exchange Traded Concepts, LLC |
| 20 | Pacer US Cash Cows 100 ETF · COWZ cheaper diff. adviser | 18% | 0.49% | Pacer Advisors, Inc. |
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