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 | Franklin Income Focus ETF | 34% | 0.38% | Franklin Advisers, Inc. |
| 2 | Franklin Managed Income Fund · FBLAX, FBMCX, FBFQX, FBFZX, FBFRX | 33% | 0.59% | Franklin Advisers, Inc. |
| 3 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND diff. adviser | 31% | 0.50% | Touchstone Advisors, Inc. |
| 4 | Franklin Income VIP Fund | 30% | 0.47% | Franklin Advisers, Inc. |
| 5 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX diff. adviser | 30% | 0.50% | Wilmington Funds Management Corporation |
| 6 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 30% | 0.89% | Charles Schwab Investment Management, Inc. |
| 7 | Edgar Lomax Value Fund · LOMAX diff. adviser | 30% | 0.69% | The Edgar Lomax Company |
| 8 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 29% | 0.73% | Columbia Management Investment Advisers, LLC |
| 9 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX diff. adviser | 29% | 0.70% | Columbia Management Investment Advisers, LLC |
| 10 | Morgan Dempsey Large Cap Value ETF · MDLV diff. adviser | 29% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX | 28% | 0.64% | — |
| 12 | JNL/Franklin Templeton Income Fund diff. adviser | 28% | 0.62% | Jackson National Asset Management, LLC |
| 13 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 28% | 0.05% | The Vanguard Group, Inc. |
| 14 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 27% | 0.20% | BlackRock Fund Advisors |
| 15 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX diff. adviser | 27% | 0.48% | Voya Investments, LLC |
| 16 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX diff. adviser | 26% | 0.43% | Voya Investments, LLC |
| 17 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 26% | 0.05% | BlackRock Fund Advisors |
| 18 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 26% | 0.28% | WisdomTree Asset Management, Inc. |
| 19 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 26% | 0.08% | BlackRock Fund Advisors |
| 20 | VanEck Durable High Dividend ETF · DURA diff. adviser | 25% | 0.30% | Van Eck Associates Corporation |
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