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 | NYLI Epoch Global Equity Yield Fund · EPSPX, EPSKX, EPSYX, EPSIX, EPSRX diff. adviser | 55% | 0.74% | New York Life Investment Management LLC |
| 2 | NYLI VP Epoch U.S. Equity Yield Portfolio cheaper diff. adviser | 51% | 0.68% | New York Life Investment Management LLC |
| 3 | NYLI Epoch U.S. Equity Yield Fund · EPLIX, EPLPX, EPLKX, EPLCX, EPLDX, EPLMX cheaper diff. adviser | 49% | 0.73% | New York Life Investment Management LLC |
| 4 | NYLI VP Income Builder Portfolio cheaper diff. adviser | 42% | 0.62% | New York Life Investment Management LLC |
| 5 | NYLI Income Builder Fund · MTRAX, MKTRX, MCTRX, MTOIX, MTINX, MTODX, MTISX cheaper diff. adviser | 40% | 0.69% | New York Life Investment Management LLC |
| 6 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX cheaper | 30% | 0.64% | — |
| 7 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ cheaper diff. adviser | 27% | 0.50% | First Trust Advisors L.P. |
| 8 | Columbia Variable Portfolio - Dividend Opportunity Fund cheaper diff. adviser | 26% | 0.73% | Columbia Management Investment Advisers, LLC |
| 9 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX cheaper diff. adviser | 26% | 0.70% | Columbia Management Investment Advisers, LLC |
| 10 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 26% | 0.28% | WisdomTree Asset Management, Inc. |
| 11 | Integrity Dividend Harvest Fund · IDIVX, IDHIX, IDHCX cheaper diff. adviser | 25% | 0.70% | Viking Fund Management, LLC |
| 12 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 25% | 0.28% | WisdomTree Asset Management, Inc. |
| 13 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper diff. adviser | 25% | 0.50% | Touchstone Advisors, Inc. |
| 14 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 25% | 0.05% | BlackRock Fund Advisors |
| 15 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 24% | 0.25% | Invesco Capital Management LLC |
| 16 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 24% | 0.48% | Voya Investments, LLC |
| 17 | Fidelity Dividend ETF for Rising Rates · FDRR cheaper diff. adviser | 24% | 0.15% | Fidelity Management & Research Company LLC |
| 18 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 24% | 0.04% | The Vanguard Group, Inc. |
| 19 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX cheaper diff. adviser | 23% | 0.50% | Wilmington Funds Management Corporation |
| 20 | State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF · SPDG cheaper diff. adviser | 23% | 0.05% | SSGA Funds Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.