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 | State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF · SPDG cheaper diff. adviser | 53% | 0.05% | SSGA Funds Management, Inc. |
| 2 | Pacer S&P 500 Quality FCF High Dividend ETF · QFHD cheaper | 39% | 0.49% | — |
| 3 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 38% | 0.05% | BlackRock Fund Advisors |
| 4 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper diff. adviser | 37% | 0.35% | Victory Capital Management Inc. |
| 5 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper diff. adviser | 37% | 0.35% | Victory Capital Management Inc. |
| 6 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 37% | 0.36% | ALPS Advisors, Inc. |
| 7 | State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF · SPYD cheaper diff. adviser | 34% | 0.07% | SSGA Funds Management, Inc. |
| 8 | Franklin U.S. Dividend Booster Index ETF · XUDV cheaper diff. adviser | 33% | 0.09% | Franklin Advisory Services, LLC |
| 9 | First Trust Morningstar Dividend Leaders Index Fund · FDL cheaper | 33% | 0.43% | First Trust Advisors L.P. |
| 10 | Horizon Dividend Income ETF · DIVN diff. adviser | 32% | 0.70% | HORIZON INVESTMENTS LLC. |
| 11 | CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND diff. adviser | 31% | 0.94% | Cantor Fitzgerald Investment Advisors, LP |
| 12 | Invesco S&P 500 High Dividend Low Volatility ETF · SPHD cheaper diff. adviser | 31% | 0.30% | Invesco Capital Management LLC |
| 13 | Invesco S&P 500 High Dividend Growers ETF cheaper diff. adviser | 31% | 0.39% | Invesco Capital Management LLC |
| 14 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX diff. adviser | 30% | 1.58% | Donoghue Forlines LLC |
| 15 | Donoghue Forlines Dividend VIT Fund diff. adviser | 30% | 2.00% | Donoghue Forlines LLC |
| 16 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX | 30% | 0.64% | — |
| 17 | NYLI VP Epoch U.S. Equity Yield Portfolio diff. adviser | 29% | 0.68% | New York Life Investment Management LLC |
| 18 | The Covered Bridge Fund · TCBAX, TCBIX diff. adviser | 29% | 1.51% | Stonebridge Capital Advisors, LLC |
| 19 | iShares Select Dividend ETF · DVY cheaper diff. adviser | 29% | 0.38% | BlackRock Fund Advisors |
| 20 | NYLI Epoch Global Equity Yield Fund · EPSPX, EPSKX, EPSYX, EPSIX, EPSRX diff. adviser | 29% | 0.74% | New York Life Investment Management LLC |
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