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 | Siren DIVCON Dividend Defender ETF · DFND | 47% | 1.75% | SRN Advisors LLC |
| 2 | Strive 1000 Dividend Growth ETF · STXD cheaper diff. adviser | 32% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 3 | Vistashares Target 15 Usa Quality Income ETF · QUSA | 31% | 0.95% | — |
| 4 | STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF | 31% | 0.65% | — |
| 5 | SA MFS Massachusetts Investors Trust Portfolio diff. adviser | 31% | 0.68% | SunAmerica Asset Management, LLC |
| 6 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX diff. adviser | 31% | 0.59% | Lord, Abbett & Co. LLC |
| 7 | Fidelity Magellan Fund · FMAGX, FMGKX, FMASX, FMAOX, FMAEX, FMAJX, FMANX diff. adviser | 31% | 0.49% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Magellan K6 Fund · FMKFX diff. adviser | 31% | 0.45% | Fidelity Management & Research Company LLC |
| 9 | First Trust Rising Dividend Achievers ETF · RDVY | 30% | 0.47% | — |
| 10 | FT Vest Rising Dividend Achievers Target Income ETF · RDVI diff. adviser | 30% | 0.75% | First Trust Advisors L.P. |
| 11 | Dividend Growth Portfolio diff. adviser | 30% | 0.99% | Lord, Abbett & Co. LLC |
| 12 | MFS Investors Trust Series diff. adviser | 29% | 0.74% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | Massachusetts Investors Trust · MITTX, MITDX, MITBX, MITCX, MITIX, MITGX, MIRTX, MITHX, MITJX cheaper diff. adviser | 29% | 0.38% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | NYLI VP MFS Investors Trust Portfolio diff. adviser | 29% | 0.74% | New York Life Investment Management LLC |
| 15 | Suncoast Select Growth ETF · SEMG | 29% | 0.60% | — |
| 16 | Franklin Growth Fund · FKGRX, FRGSX, FCGAX, FGSRX, FIFRX diff. adviser | 29% | 0.46% | Franklin Advisers, Inc. |
| 17 | DWS Capital Growth VIP diff. adviser | 29% | 0.49% | DWS Investment Management Americas, Inc. |
| 18 | DWS Capital Growth Fund · SDGAX, SDGCX, SCGSX, SDGTX, SDGZX diff. adviser | 29% | 0.59% | DWS Investment Management Americas, Inc. |
| 19 | Zacks Focus Growth ETF · GROZ diff. adviser | 28% | 0.55% | Zacks Investment Management, Inc. |
| 20 | Eaton Vance Tax-Managed Diversified Equity Income Fund | 28% | — | — |
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