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 | WisdomTree U.S. High Dividend Fund · DHS cheaper diff. adviser | 34% | 0.38% | WisdomTree Asset Management, Inc. |
| 2 | iShares Select Dividend ETF · DVY cheaper diff. adviser | 33% | 0.38% | BlackRock Fund Advisors |
| 3 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper | 33% | 0.35% | Victory Capital Management Inc. |
| 4 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper | 33% | 0.35% | Victory Capital Management Inc. |
| 5 | State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF · SPYD cheaper diff. adviser | 31% | 0.07% | SSGA Funds Management, Inc. |
| 6 | First Trust Morningstar Dividend Leaders Index Fund · FDL cheaper diff. adviser | 29% | 0.43% | First Trust Advisors L.P. |
| 7 | Pacer S&P 500 Quality FCF High Dividend ETF · QFHD cheaper | 26% | 0.49% | — |
| 8 | Timothy Plan Market Neutral ETF · TPMN diff. adviser | 26% | 0.65% | Timothy Partners Ltd. |
| 9 | Victory Market Neutral Income Fund · CBHAX, CBHCX, CBHIX, CBHMX cheaper | 25% | 0.41% | Victory Capital Management Inc. |
| 10 | Invesco S&P 500 High Dividend Low Volatility ETF · SPHD cheaper diff. adviser | 25% | 0.30% | Invesco Capital Management LLC |
| 11 | Parametric Equity Premium Income ETF · PAPI cheaper | 25% | 0.29% | — |
| 12 | WisdomTree Global High Dividend Fund · DEW diff. adviser | 24% | 0.58% | WisdomTree Asset Management, Inc. |
| 13 | Invesco High Yield Equity Dividend AchieversTM ETF · PEY cheaper diff. adviser | 23% | 0.54% | Invesco Capital Management LLC |
| 14 | WBI Power Factor High Dividend ETF · WBIY diff. adviser | 23% | 0.97% | Millington Securities LLC |
| 15 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF · ONEY cheaper diff. adviser | 23% | 0.20% | SSGA Funds Management, Inc. |
| 16 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 23% | 0.73% | Columbia Management Investment Advisers, LLC |
| 17 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX diff. adviser | 22% | 0.70% | Columbia Management Investment Advisers, LLC |
| 18 | VictoryShares US Small Cap High Div Volatility Wtd ETF · CSB cheaper | 22% | 0.35% | Victory Capital Management Inc. |
| 19 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 22% | 0.36% | ALPS Advisors, Inc. |
| 20 | Global X Adaptive U.S. Factor ETF · AUSF cheaper diff. adviser | 22% | 0.27% | Global X Management Company LLC |
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