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 | Miller Value Partners Appreciation ETF · MVPA cheaper | 41% | 0.60% | — |
| 2 | Franklin U.S. Dividend Booster Index ETF · XUDV cheaper | 14% | 0.09% | Franklin Advisory Services, LLC |
| 3 | WBI Power Factor High Dividend ETF · WBIY cheaper | 13% | 0.97% | Millington Securities LLC |
| 4 | Integrity Dividend Summit Fund · IPAYX, APAYX, CPAYX cheaper | 13% | 0.74% | Viking Fund Management, LLC |
| 5 | First Trust Morningstar Dividend Leaders Index Fund · FDL cheaper | 11% | 0.43% | First Trust Advisors L.P. |
| 6 | Schwab U.S. Dividend Equity ETF · SCHD cheaper | 10% | 0.06% | Charles Schwab Investment Management, Inc. |
| 7 | Amplify Natural Resources Dividend Income ETF cheaper | 10% | 0.59% | — |
| 8 | Polen Dividend Income ETF · DIVZ cheaper | 9% | 0.65% | TrueMark Investments, LLC |
| 9 | Nomura VIP Growth and Income Series cheaper | 9% | 0.68% | Macquarie Investment Management Business Trust |
| 10 | AAM S&P 500 High Dividend Value ETF · SPDV cheaper | 9% | 0.29% | ADVISORS ASSET MANAGEMENT, INC. |
| 11 | Nomura Growth and Income Fund · FGIPX, FGINX, FGIQX cheaper | 9% | 0.69% | Macquarie Investment Management Business Trust |
| 12 | Hillman Value Fund · HCMAX cheaper | 9% | 0.95% | Hillman Capital Management |
| 13 | Invesco High Yield Equity Dividend AchieversTM ETF · PEY cheaper | 8% | 0.54% | Invesco Capital Management LLC |
| 14 | Leatherback Long/short Alternative Yield ETF · LBAY | 8% | 1.20% | Tidal Investments LLC |
| 15 | The Acquirers Fund · ZIG cheaper | 8% | 0.75% | Acquirers Funds, LLC |
| 16 | GMO U.S. Small Cap Value Fund · GCAVX cheaper | 8% | 0.48% | Grantham Mayo van Otterloo & Co LLC |
| 17 | ADLER VALUE FUND · ADLVX | 8% | 1.31% | Adler Asset Management, Inc. |
| 18 | Hartford US Value ETF · VMAX cheaper | 8% | 0.29% | Lattice Strategies LLC |
| 19 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ cheaper | 7% | 0.50% | First Trust Advisors L.P. |
| 20 | Coastal Compass 100 ETF · ROPE cheaper | 7% | 0.81% | Empowered Funds, LLC d/b/a EA Advisers |
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