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 | DWS CROCI(R) U.S. VIP | 38% | 0.70% | DWS Investment Management Americas, Inc. |
| 2 | DWS CROCI(R) U.S. Fund · DCUAX, DCUCX, DCUIX, DCUSX cheaper | 38% | 0.63% | DWS Investment Management Americas, Inc. |
| 3 | AAM S&P 500 High Dividend Value ETF · SPDV cheaper diff. adviser | 27% | 0.29% | ADVISORS ASSET MANAGEMENT, INC. |
| 4 | Disciplined Value Series · MNDFX, MDFSX, MDVZX, MDVWX cheaper diff. adviser | 26% | 0.16% | Manning & Napier Advisors, LLC |
| 5 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX diff. adviser | 26% | 1.58% | Donoghue Forlines LLC |
| 6 | Donoghue Forlines Dividend VIT Fund diff. adviser | 26% | 2.00% | Donoghue Forlines LLC |
| 7 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ cheaper diff. adviser | 26% | 0.50% | First Trust Advisors L.P. |
| 8 | Pacer S&P 500 Quality FCF High Dividend ETF · QFHD cheaper | 25% | 0.49% | — |
| 9 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 25% | 0.36% | ALPS Advisors, Inc. |
| 10 | Archer Dividend Growth Fund · ARDGX diff. adviser | 25% | 0.99% | Archer Investment Corp. |
| 11 | CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND diff. adviser | 25% | 0.94% | Cantor Fitzgerald Investment Advisors, LP |
| 12 | Invesco S&P 500 Equal Weight Consumer Staples ETF · RSPS cheaper diff. adviser | 24% | 0.40% | Invesco Capital Management LLC |
| 13 | Franklin U.S. Dividend Booster Index ETF · XUDV cheaper diff. adviser | 23% | 0.09% | Franklin Advisory Services, LLC |
| 14 | Global X S&P 500 Quality Dividend ETF · QDIV cheaper diff. adviser | 23% | 0.20% | Global X Management Company LLC |
| 15 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 23% | 0.06% | Charles Schwab Investment Management, Inc. |
| 16 | Horizon Dividend Income ETF · DIVN diff. adviser | 22% | 0.70% | HORIZON INVESTMENTS LLC. |
| 17 | First Trust S&P 500 Diversified Free Cash Flow ETF · FCFY cheaper diff. adviser | 21% | 0.60% | First Trust Advisors L.P. |
| 18 | Invesco S&P 500 High Dividend Low Volatility ETF · SPHD cheaper diff. adviser | 20% | 0.30% | Invesco Capital Management LLC |
| 19 | Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF · QQWZ cheaper diff. adviser | 20% | 0.49% | Pacer Advisors, Inc. |
| 20 | First Trust Morningstar Dividend Leaders Index Fund · FDL cheaper diff. adviser | 20% | 0.43% | First Trust Advisors L.P. |
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