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 Durable High Dividend ETF · DURA diff. adviser | 51% | 0.30% | Van Eck Associates Corporation |
| 2 | Horizon Dividend Income ETF · DIVN diff. adviser | 42% | 0.70% | HORIZON INVESTMENTS LLC. |
| 3 | Madison Dividend Value ETF · DIVL diff. adviser | 41% | 0.65% | Madison Asset Management, LLC |
| 4 | WisdomTree U.S. High Dividend Fund · DHS diff. adviser | 39% | 0.38% | WisdomTree Asset Management, Inc. |
| 5 | Large Cap Value Fund diff. adviser | 39% | 0.63% | Madison Asset Management, LLC |
| 6 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 38% | 0.06% | Charles Schwab Investment Management, Inc. |
| 7 | Madison Dividend Income Fund · BHBFX, MADAX, MDMIX, MADRX diff. adviser | 37% | 0.90% | Madison Asset Management, LLC |
| 8 | First Trust Morningstar Dividend Leaders Index Fund · FDL diff. adviser | 36% | 0.43% | First Trust Advisors L.P. |
| 9 | Hennessy Cornerstone Value Fund · HFCVX, HICVX diff. adviser | 35% | 0.99% | Hennessy Advisors Inc. |
| 10 | Buffalo Flexible Allocation Fund · BUFBX, BUIBX diff. adviser | 35% | 0.86% | Kornitzer Capital Management, Inc. |
| 11 | Avantis Inflation Focused Equity ETF · AVIE | 34% | 0.25% | — |
| 12 | Federated Hermes U.S. Strategic Dividend ETF · FDV diff. adviser | 34% | 0.50% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 13 | Franklin U.S. Low Volatility High Dividend Index ETF · LVHD diff. adviser | 34% | 0.27% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 14 | DEAN EQUITY INCOME FUND · DAEIX diff. adviser | 33% | 0.70% | Dean Investment Associates, LLC |
| 15 | iShares Core Dividend Growth ETF · DGRO | 33% | 0.08% | BlackRock Fund Advisors |
| 16 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 33% | 0.89% | Charles Schwab Investment Management, Inc. |
| 17 | TBG Dividend Focus ETF · TBG | 32% | 0.59% | — |
| 18 | Bahl & Gaynor Income Growth ETF · BGIG diff. adviser | 32% | 0.45% | BAHL & GAYNOR, INC. |
| 19 | Edgar Lomax Value Fund · LOMAX diff. adviser | 32% | 0.69% | The Edgar Lomax Company |
| 20 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 32% | 0.73% | Columbia Management Investment Advisers, LLC |
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