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 | Brighthouse/Wellington Core Equity Opportunities Portfolio diff. adviser | 99% | 0.62% | Brighthouse Investment Advisers, LLC |
| 2 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 82% | 0.22% | Wellington Management Company LLP |
| 3 | MML Focused Equity Fund diff. adviser | 79% | 0.88% | MML Investment Advisers, LLC |
| 4 | VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF · VDIG cheaper | 73% | 0.40% | — |
| 5 | VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND · VADGX cheaper diff. adviser | 66% | 0.36% | Wellington Management Company LLP |
| 6 | ALPS | OShares U.S. Quality Dividend ETF · OUSA cheaper diff. adviser | 44% | 0.48% | ALPS Advisors, Inc. |
| 7 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 44% | 0.04% | The Vanguard Group, Inc. |
| 8 | Franklin Dividend Growth ETF cheaper | 42% | 0.49% | — |
| 9 | Nuveen Dividend Growth ETF · NDVG diff. adviser | 42% | 0.65% | Nuveen Fund Advisors, LLC |
| 10 | Dividend Growth Portfolio diff. adviser | 42% | 0.67% | Pacific Life Fund Advisors LLC |
| 11 | Nuveen Dividend Growth Fund · NSBAX, NSBCX, NSBRX, NSBFX, NUDG | 42% | 0.61% | — |
| 12 | T. Rowe Price Dividend Growth Fund, Inc. · PRDGX, TADGX, PDGIX, TRZDX cheaper diff. adviser | 42% | 0.00% | T. Rowe Price Associates, Inc. |
| 13 | Bright Rock Quality Large Cap Fund · BQLCX, BQLIX diff. adviser | 41% | 0.66% | Bright Rock Capital Management, LLC |
| 14 | Franklin Rising Dividends VIP Fund diff. adviser | 41% | 0.63% | Franklin Advisers, Inc. |
| 15 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX diff. adviser | 41% | 0.52% | Franklin Advisers, Inc. |
| 16 | EQ/Franklin Rising Dividends Portfolio diff. adviser | 41% | 0.62% | Equitable Investment Management Group, LLC |
| 17 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX | 40% | 0.62% | — |
| 18 | GMO U.S. Quality ETF · QLTY cheaper diff. adviser | 40% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 19 | Vistashares Target 15 Usa Quality Income ETF · QUSA | 40% | 0.95% | — |
| 20 | Strive 1000 Dividend Growth ETF · STXD cheaper diff. adviser | 39% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
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