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 | UBS US Dividend Ruler Fund · DVRUX, DVRPX diff. adviser | 49% | 0.30% | UBS Asset Management (Americas) LLC |
| 2 | Wedbush LAFFER|TENGLER New Era Value ETF | 45% | 0.85% | — |
| 3 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 44% | 0.89% | Charles Schwab Investment Management, Inc. |
| 4 | LAFFER TENGLER Equity Income ETF · TGLR diff. adviser | 44% | 0.95% | Tuttle Capital Management, LLC |
| 5 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX diff. adviser | 43% | 0.54% | Columbia Management Investment Advisers, LLC |
| 6 | Capital Group Conservative Equity ETF · CGCV diff. adviser | 42% | 0.33% | Capital Research and Management Company |
| 7 | Nicholas Equity Income Fund, Inc. · NSEIX, NNEIX diff. adviser | 41% | 0.70% | Nicholas Company, Inc. |
| 8 | Eaton Vance Dividend Builder Fund · EVTMX, ECTMX, EIUTX diff. adviser | 41% | 0.74% | Boston Management and Research |
| 9 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND diff. adviser | 40% | 0.50% | Touchstone Advisors, Inc. |
| 10 | Bahl & Gaynor Income Growth ETF · BGIG diff. adviser | 39% | 0.45% | BAHL & GAYNOR, INC. |
| 11 | JPMorgan Equity Income Fund · HLIEX, OIEIX, OINCX, OIEFX, OIERX, OIEJX, OIEPX, OIEQX diff. adviser | 39% | 0.45% | J.P. Morgan Investment Management, Inc. |
| 12 | SA JPMorgan Equity-Income Portfolio diff. adviser | 39% | 0.58% | SunAmerica Asset Management, LLC |
| 13 | American Mutual Fund · AMRMX, RMFAX, RMFBX, RMFCX, RMFEX, RMFFX, AMFCX, AMFFX, CMLAX, CMLCX, CMLEX, CMLFX, AMRFX, RMFGX, RMEBX, RMFHX, AFMFX, TAFMX, TAMFX, FFMMX, FFFMX diff. adviser | 38% | 0.27% | Capital Research and Management Company |
| 14 | iShares Core Dividend Growth ETF · DGRO diff. adviser | 38% | 0.08% | BlackRock Fund Advisors |
| 15 | Franklin Dividend Growth ETF | 38% | 0.49% | — |
| 16 | Liberty One Spectrum ETF | 38% | 0.85% | — |
| 17 | Bahl and Gaynor Income Growth Fund · AFNAX, AFYCX, AFNIX diff. adviser | 37% | 0.63% | BAHL & GAYNOR, INC. |
| 18 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX diff. adviser | 37% | 0.15% | DBX Advisors LLC |
| 19 | JNL/Invesco Diversified Dividend Fund diff. adviser | 37% | 0.68% | Jackson National Asset Management, LLC |
| 20 | Sit Dividend Growth Fund · SDVGX, SDVSX diff. adviser | 37% | 0.70% | Sit Investment Associates, Inc. |
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