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 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX cheaper diff. adviser | 39% | 0.50% | Wilmington Funds Management Corporation |
| 2 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 38% | 0.73% | Columbia Management Investment Advisers, LLC |
| 3 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX diff. adviser | 38% | 0.70% | Columbia Management Investment Advisers, LLC |
| 4 | Hennessy Cornerstone Value Fund · HFCVX, HICVX diff. adviser | 35% | 0.99% | Hennessy Advisors Inc. |
| 5 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 35% | 0.04% | The Vanguard Group, Inc. |
| 6 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX cheaper | 35% | 0.64% | — |
| 7 | NYLI VP Epoch U.S. Equity Yield Portfolio cheaper diff. adviser | 33% | 0.68% | New York Life Investment Management LLC |
| 8 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 32% | 0.89% | Charles Schwab Investment Management, Inc. |
| 9 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 32% | 0.28% | WisdomTree Asset Management, Inc. |
| 10 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 32% | 0.36% | ALPS Advisors, Inc. |
| 11 | NYLI Epoch U.S. Equity Yield Fund · EPLIX, EPLPX, EPLKX, EPLCX, EPLDX, EPLMX diff. adviser | 32% | 0.73% | New York Life Investment Management LLC |
| 12 | Federated Hermes U.S. Strategic Dividend ETF · FDV cheaper diff. adviser | 31% | 0.50% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 13 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX cheaper diff. adviser | 31% | 0.15% | DBX Advisors LLC |
| 14 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 31% | 0.48% | Voya Investments, LLC |
| 15 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 31% | 0.25% | Invesco Capital Management LLC |
| 16 | Edgar Lomax Value Fund · LOMAX cheaper diff. adviser | 30% | 0.69% | The Edgar Lomax Company |
| 17 | Federated Hermes Enhanced Income ETF · PAYR cheaper diff. adviser | 30% | 0.40% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 18 | Genter Capital Dividend Income ETF · GEND cheaper diff. adviser | 30% | 0.38% | OBP Capital LLC |
| 19 | Fidelity Dividend ETF for Rising Rates · FDRR cheaper diff. adviser | 30% | 0.15% | Fidelity Management & Research Company LLC |
| 20 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 30% | 0.52% | Invesco Capital Management LLC |
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