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 | FT Vest S&P 500 Dividend Aristocrats Target Income ETF · KNG diff. adviser | 92% | 0.74% | First Trust Advisors L.P. |
| 2 | ProShares S&P 500 Dividend Aristocrats ETF · NOBL cheaper diff. adviser | 89% | 0.35% | PROSHARE ADVISORS LLC |
| 3 | ProShares Russell U.S. Dividend Growers ETF · TMDV cheaper diff. adviser | 55% | 0.35% | PROSHARE ADVISORS LLC |
| 4 | VictoryShares Dividend Accelerator ETF · VSDA cheaper diff. adviser | 52% | 0.35% | Victory Capital Management Inc. |
| 5 | State Street(R) SPDR(R) S&P(R) Dividend ETF · SDY cheaper diff. adviser | 51% | 0.35% | SSGA Funds Management, Inc. |
| 6 | Xtrackers S&P Dividend Aristocrats Screened ETF · SNPD cheaper diff. adviser | 46% | 0.15% | DBX Advisors LLC |
| 7 | MP 63 Fund · DRIPX diff. adviser | 28% | 0.72% | Moneypaper Advisor, Inc. |
| 8 | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF · XRLV cheaper diff. adviser | 26% | 0.25% | Invesco Capital Management LLC |
| 9 | Global X S&P 500 Quality Dividend ETF · QDIV cheaper diff. adviser | 26% | 0.20% | Global X Management Company LLC |
| 10 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 25% | 0.04% | The Vanguard Group, Inc. |
| 11 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 25% | 0.52% | Invesco Capital Management LLC |
| 12 | Eventide Large Cap Value ETF · ESLV cheaper | 24% | 0.39% | — |
| 13 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 24% | 0.04% | The Vanguard Group, Inc. |
| 14 | MarketDesk Focused U.S. Dividend ETF · FDIV | 24% | 0.65% | — |
| 15 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 24% | 0.89% | Charles Schwab Investment Management, Inc. |
| 16 | Invesco S&P 500 Equal Weight Consumer Staples ETF · RSPS cheaper diff. adviser | 23% | 0.40% | Invesco Capital Management LLC |
| 17 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX diff. adviser | 23% | 0.52% | Franklin Advisers, Inc. |
| 18 | Franklin Rising Dividends VIP Fund diff. adviser | 23% | 0.63% | Franklin Advisers, Inc. |
| 19 | EQ/Franklin Rising Dividends Portfolio diff. adviser | 23% | 0.62% | Equitable Investment Management Group, LLC |
| 20 | T. Rowe Price Capital Appreciation Premium Income ETF · TCAL cheaper diff. adviser | 23% | 0.34% | T. Rowe Price Associates, Inc. |
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