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 | KraneShares Value Line Dynamic Dividend Equity Index ETF · KVLE diff. adviser | 45% | 0.56% | Krane Funds Advisors, LLC |
| 2 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 43% | 0.06% | Franklin Advisory Services, LLC |
| 3 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX diff. adviser | 42% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 4 | BNY Mellon Equity Income Fund · DQIAX, DQICX, DQIRX, DQIYX diff. adviser | 42% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 5 | AB US High Dividend ETF · HIDV diff. adviser | 41% | 0.35% | AllianceBernstein L.P. |
| 6 | Income Equity Fund · NOIEX diff. adviser | 40% | 0.49% | NORTHERN TRUST INVESTMENTS, INC. |
| 7 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 38% | 0.15% | Franklin Advisory Services, LLC |
| 8 | Fidelity Dividend ETF for Rising Rates · FDRR cheaper diff. adviser | 38% | 0.15% | Fidelity Management & Research Company LLC |
| 9 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 38% | 0.98% | HORIZON INVESTMENTS LLC. |
| 10 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 37% | 1.07% | Lincoln Financial Investments Corporation |
| 11 | Optimized Equity Income ETF · OEI | 37% | 0.75% | — |
| 12 | 500 Index Trust · JAGMX, JFIVX, JAGKX cheaper diff. adviser | 37% | 0.25% | John Hancock Variable Trust Advisers LLC |
| 13 | Fidelity High Dividend ETF · FDVV cheaper diff. adviser | 37% | 0.15% | Fidelity Management & Research Company LLC |
| 14 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 37% | 0.28% | WisdomTree Asset Management, Inc. |
| 15 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX | 37% | 0.64% | — |
| 16 | QRAFT AI-Enhanced U.S. Large Cap ETF · QRFT diff. adviser | 37% | 0.75% | Exchange Traded Concepts, LLC |
| 17 | U.S. Sector Rotation Fund | 37% | 0.66% | — |
| 18 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX | 36% | 0.62% | — |
| 19 | FT Vest Total Return Income Fund: Series A2 | 36% | — | — |
| 20 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 36% | 0.05% | The Vanguard Group, Inc. |
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