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 | DWS CROCI(R) Equity Dividend Fund · KDHAX, KDHCX, KDHSX, KDHIX cheaper diff. adviser | 11% | 0.70% | DWS Investment Management Americas, Inc. |
| 2 | Cullen Enhanced Equity Income Fund · ENHCX, ENHNX, ENHRX cheaper diff. adviser | 11% | 0.75% | Cullen Capital Management, LLC |
| 3 | Cullen Enhanced Equity Income ETF · DIVP cheaper | 11% | 0.55% | — |
| 4 | Brookstone Dividend Stock ETF cheaper diff. adviser | 10% | 0.89% | Brookstone Asset Management, LLC |
| 5 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 9% | 0.36% | ALPS Advisors, Inc. |
| 6 | iShares Select Dividend ETF · DVY cheaper diff. adviser | 9% | 0.38% | BlackRock Fund Advisors |
| 7 | Timber Point Global Allocations Fund · CGHAX, CGHIX diff. adviser | 8% | 2.18% | Timber Point Capital Management |
| 8 | Integrity Dividend Harvest Fund · IDIVX, IDHIX, IDHCX cheaper diff. adviser | 8% | 0.70% | Viking Fund Management, LLC |
| 9 | DWS CROCI(R) U.S. VIP cheaper diff. adviser | 8% | 0.70% | DWS Investment Management Americas, Inc. |
| 10 | DWS CROCI(R) U.S. Fund · DCUAX, DCUCX, DCUIX, DCUSX cheaper diff. adviser | 8% | 0.63% | DWS Investment Management Americas, Inc. |
| 11 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ cheaper diff. adviser | 8% | 0.50% | First Trust Advisors L.P. |
| 12 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper diff. adviser | 8% | 0.35% | Victory Capital Management Inc. |
| 13 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper diff. adviser | 8% | 0.35% | Victory Capital Management Inc. |
| 14 | Invesco S&P 500 High Dividend Low Volatility ETF · SPHD cheaper diff. adviser | 8% | 0.30% | Invesco Capital Management LLC |
| 15 | Monteagle Select Value Fund · MVEIX cheaper diff. adviser | 8% | 1.48% | Park Place Capital Corporation |
| 16 | Pacer S&P 500 Quality FCF High Dividend ETF · QFHD cheaper | 8% | 0.49% | — |
| 17 | Donoghue Forlines Dividend VIT Fund cheaper diff. adviser | 7% | 2.00% | Donoghue Forlines LLC |
| 18 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX cheaper diff. adviser | 7% | 1.58% | Donoghue Forlines LLC |
| 19 | Invesco S&P 500 Equal Weight Consumer Staples ETF · RSPS cheaper diff. adviser | 7% | 0.40% | Invesco Capital Management LLC |
| 20 | Hennessy Cornerstone Value Fund · HFCVX, HICVX cheaper diff. adviser | 7% | 0.99% | Hennessy Advisors Inc. |
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