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 | John Hancock U.S. High Dividend ETF · JHDV cheaper diff. adviser | 45% | 0.34% | John Hancock Investment Management LLC |
| 2 | BNY Mellon Equity Income Fund · DQIAX, DQICX, DQIRX, DQIYX diff. adviser | 40% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 3 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 37% | 0.06% | Franklin Advisory Services, LLC |
| 4 | Goldman Sachs U.S. Equity Dividend and Premium Fund · GSPKX, GSPAX, GSPQX, GVIRX, GIDWX, GSFPX diff. adviser | 36% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 5 | Income Equity Fund · NOIEX cheaper diff. adviser | 36% | 0.49% | NORTHERN TRUST INVESTMENTS, INC. |
| 6 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 35% | 1.07% | Lincoln Financial Investments Corporation |
| 7 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 35% | 0.15% | Franklin Advisory Services, LLC |
| 8 | AB US High Dividend ETF · HIDV cheaper diff. adviser | 35% | 0.35% | AllianceBernstein L.P. |
| 9 | Fidelity Dividend ETF for Rising Rates · FDRR cheaper diff. adviser | 35% | 0.15% | Fidelity Management & Research Company LLC |
| 10 | FlexShares Quality Dividend Index Fund · QDF cheaper diff. adviser | 35% | 0.39% | NORTHERN TRUST INVESTMENTS, INC. |
| 11 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX | 35% | 0.62% | — |
| 12 | Optimized Equity Income ETF · OEI | 34% | 0.75% | — |
| 13 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 34% | 0.20% | BlackRock Fund Advisors |
| 14 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 34% | 0.28% | WisdomTree Asset Management, Inc. |
| 15 | VistaShares Target 15 S&P 100 Distribution ETF | 34% | — | — |
| 16 | FT Vest Total Return Income Fund: Series A2 | 33% | — | — |
| 17 | Nuveen S&P 500 Dynamic Overwrite Fund | 33% | — | — |
| 18 | First Trust Enhanced Equity Income Fund | 33% | — | — |
| 19 | FT Vest Total Return Income Fund: Series A3 | 33% | — | — |
| 20 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX | 33% | 0.64% | — |
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