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 | FAM DIVIDEND FOCUS FUND · FAMEX diff. adviser | 17% | 1.11% | Fenimore Asset Management, Inc. |
| 2 | Timothy Plan High Dividend Stock Enhanced ETF · TPHE cheaper diff. adviser | 16% | 0.52% | Timothy Partners Ltd. |
| 3 | Bright Rock Mid Cap Growth Fund · BQMGX, BQMIX diff. adviser | 15% | 0.82% | Bright Rock Capital Management, LLC |
| 4 | Bahl & Gaynor Small/Mid Cap Income Growth ETF · SMIG cheaper diff. adviser | 15% | 0.60% | BAHL & GAYNOR, INC. |
| 5 | Hamlin High Dividend Equity Fund · HHDFX, HHDVX diff. adviser | 15% | 0.85% | HAMLIN CAPITAL MANAGEMENT,LLC |
| 6 | First Trust Dividend Strength ETF · FTDS cheaper diff. adviser | 14% | 0.70% | First Trust Advisors L.P. |
| 7 | Guinness Atkinson US Dividend Builder ETF · GAUD cheaper diff. adviser | 13% | 0.35% | Guinness Atkinson Asset Management, Inc. |
| 8 | Dearborn Partners Rising Dividend Fund · DRDAX, DRDCX, DRDIX diff. adviser | 13% | 0.95% | Dearborn Partners L.L.C. |
| 9 | Timothy Plan High Dividend Stock ETF · TPHD cheaper diff. adviser | 13% | 0.52% | Timothy Partners Ltd. |
| 10 | Boston Trust Walden Midcap Fund · WAMFX diff. adviser | 12% | 1.00% | Boston Trust Walden Inc. |
| 11 | Boston Trust Midcap Fund · BTMFX diff. adviser | 12% | 0.98% | Boston Trust Walden Inc. |
| 12 | DEAN MID CAP VALUE · DALCX diff. adviser | 12% | 0.85% | Dean Investment Associates, LLC |
| 13 | CIBC ATLAS EQUITY INCOME FUND · AWYIX, AWYVX diff. adviser | 12% | 0.89% | CIBC Private Wealth Advisors, Inc. |
| 14 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 12% | 0.36% | ALPS Advisors, Inc. |
| 15 | AVE MARIA RISING DIVIDEND FUND · AVEDX diff. adviser | 12% | 0.90% | Schwartz Investment Counsel, Inc. |
| 16 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX cheaper diff. adviser | 12% | 0.54% | Victory Capital Management Inc. |
| 17 | Equity Income Portfolio · GEQIX diff. adviser | 12% | 0.85% | Glenmede Investment Management LP |
| 18 | CTIVP - Victory Sycamore Established Value Fund diff. adviser | 11% | 0.82% | Columbia Management Investment Advisers, LLC |
| 19 | Boston Trust Walden SMID Cap Fund · WASMX diff. adviser | 11% | 1.00% | Boston Trust Walden Inc. |
| 20 | Invesco Bloomberg Analyst Rating Improvers ETF · UPGD cheaper diff. adviser | 11% | 0.40% | Invesco Capital Management LLC |
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