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 | Dividend Growth Portfolio | 95% | 0.99% | Lord, Abbett & Co. LLC |
| 2 | LORD ABBETT AFFILIATED FUND INC · LAFFX, LAFCX, LAFPX, LAFYX, LAAFX, LAFQX, LAFRX, LAFSX, LAFTX, LAFVX, LTFOX cheaper | 59% | 0.39% | Lord, Abbett & Co. LLC |
| 3 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX cheaper diff. adviser | 47% | 0.55% | Nationwide Fund Advisors |
| 4 | Franklin Rising Dividends VIP Fund diff. adviser | 47% | 0.63% | Franklin Advisers, Inc. |
| 5 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX cheaper diff. adviser | 47% | 0.52% | Franklin Advisers, Inc. |
| 6 | EQ/Franklin Rising Dividends Portfolio diff. adviser | 47% | 0.62% | Equitable Investment Management Group, LLC |
| 7 | Dividend Growth Portfolio diff. adviser | 44% | 0.67% | Pacific Life Fund Advisors LLC |
| 8 | T. Rowe Price Dividend Growth Fund, Inc. · PRDGX, TADGX, PDGIX, TRZDX cheaper diff. adviser | 43% | 0.00% | T. Rowe Price Associates, Inc. |
| 9 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 42% | 0.54% | Columbia Management Investment Advisers, LLC |
| 10 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 42% | 0.04% | The Vanguard Group, Inc. |
| 11 | Franklin Dividend Growth ETF cheaper | 42% | 0.49% | — |
| 12 | Calamos Select Fund · CVAAX, CVACX, CVAIX diff. adviser | 41% | 0.90% | Calamos Advisors LLC |
| 13 | Swan Enhanced Dividend Income ETF · SCLZ diff. adviser | 41% | 0.79% | Swan Capital Management, LLC |
| 14 | Stock Portfolio diff. adviser | 41% | — | Boston Management and Research |
| 15 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX diff. adviser | 41% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | T. Rowe Price Dividend Growth ETF · TDVG cheaper diff. adviser | 41% | 0.50% | T. Rowe Price Associates, Inc. |
| 17 | Eaton Vance Enhanced Equity Income Fund | 41% | — | — |
| 18 | Eaton Vance Risk-Managed Diversified Equity Income Fund | 41% | — | — |
| 19 | AAM Brentview Dividend Growth ETF · BDIV cheaper diff. adviser | 40% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 20 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 40% | 1.09% | — |
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