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 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 38% | 0.22% | Wellington Management Company LLP |
| 2 | CONNORS HEDGED EQUITY FUND diff. adviser | 35% | 1.10% | Connors Investor Services, Inc. |
| 3 | VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND · VADGX cheaper diff. adviser | 34% | 0.36% | Wellington Management Company LLP |
| 4 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX cheaper diff. adviser | 34% | 0.51% | Hartford Funds Management Company, LLC |
| 5 | Brighthouse/Wellington Core Equity Opportunities Portfolio cheaper diff. adviser | 34% | 0.62% | Brighthouse Investment Advisers, LLC |
| 6 | WAYCROSS MANAGED RISK EQUITY FUND · WAYEX diff. adviser | 33% | 2.31% | Waycross Partners, LLC |
| 7 | Nuveen Dividend Growth ETF · NDVG cheaper diff. adviser | 32% | 0.65% | Nuveen Fund Advisors, LLC |
| 8 | Nuveen Dividend Growth Fund · NSBAX, NSBCX, NSBRX, NSBFX, NUDG cheaper | 32% | 0.61% | — |
| 9 | ALPS | OShares U.S. Quality Dividend ETF · OUSA cheaper diff. adviser | 32% | 0.48% | ALPS Advisors, Inc. |
| 10 | VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF · VDIG cheaper | 31% | 0.40% | — |
| 11 | MML Focused Equity Fund diff. adviser | 31% | 0.88% | MML Investment Advisers, LLC |
| 12 | DAVENPORT CORE LEADERS FUND · DAVPX diff. adviser | 29% | 0.85% | Davenport & Company LLC |
| 13 | Franklin Rising Dividends VIP Fund cheaper diff. adviser | 29% | 0.63% | Franklin Advisers, Inc. |
| 14 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX cheaper diff. adviser | 29% | 0.52% | Franklin Advisers, Inc. |
| 15 | EQ/Franklin Rising Dividends Portfolio cheaper diff. adviser | 29% | 0.62% | Equitable Investment Management Group, LLC |
| 16 | Franklin Dividend Growth ETF cheaper | 29% | 0.49% | — |
| 17 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 29% | 0.15% | Fidelity Management & Research Company LLC |
| 18 | Lazard US Equity Focus Portfolio · LZUOX, LZUSX, RLUSX cheaper diff. adviser | 28% | 0.70% | Lazard Asset Management LLC |
| 19 | STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF cheaper | 28% | 0.65% | — |
| 20 | Sit Dividend Growth Fund · SDVGX, SDVSX cheaper diff. adviser | 28% | 0.70% | Sit Investment Associates, Inc. |
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