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 | LMP Capital & Income Fund Inc. | 76% | — | — |
| 2 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX cheaper | 35% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | ClearBridge Appreciation Fund · SHAPX, SAPCX, SAPYX, LMPPX, LMPIX, LMESX cheaper | 34% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 33% | 0.28% | WisdomTree Asset Management, Inc. |
| 5 | Sit Dividend Growth Fund · SDVGX, SDVSX cheaper diff. adviser | 33% | 0.70% | Sit Investment Associates, Inc. |
| 6 | ClearBridge Variable Dividend Strategy Portfolio · QLMETX, QLMEIX cheaper | 32% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | Franklin ClearBridge Enhanced Income ETF · YLDE cheaper | 32% | 0.48% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | ClearBridge Dividend Strategy Fund · SOPAX, SBPLX, SOPYX, LBRIX, LMMRX, LCBEX, LCBOX cheaper | 32% | 0.66% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 32% | 0.98% | HORIZON INVESTMENTS LLC. |
| 10 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX diff. adviser | 31% | 1.22% | AllianceBernstein L.P. |
| 11 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 31% | 0.28% | WisdomTree Asset Management, Inc. |
| 12 | Goldman Sachs Enhanced U.S. Equity ETF · GUSE cheaper | 30% | 0.30% | — |
| 13 | LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund cheaper diff. adviser | 30% | 0.66% | Lincoln Financial Investments Corporation |
| 14 | Goldman Sachs Large Cap Equity Fund · GSPIX, GSPSX, GSCGX, GSPCX, GSPRX, GSPTX, GSPUX, GGGPX cheaper diff. adviser | 30% | 0.69% | Goldman Sachs Asset Management, L.P. |
| 15 | Horizon Managed Risk ETF · SFTY cheaper diff. adviser | 29% | 0.77% | HORIZON INVESTMENTS LLC. |
| 16 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 29% | 0.04% | The Vanguard Group, Inc. |
| 17 | Horizon Core Equity ETF · STOX cheaper diff. adviser | 29% | 0.70% | HORIZON INVESTMENTS LLC. |
| 18 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 29% | 0.08% | BlackRock Fund Advisors |
| 19 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 29% | 0.52% | Invesco Capital Management LLC |
| 20 | Dividend Growth Portfolio cheaper diff. adviser | 29% | 0.67% | Pacific Life Fund Advisors LLC |
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