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 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 50% | 0.48% | Voya Investments, LLC |
| 2 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 46% | 0.25% | Invesco Capital Management LLC |
| 3 | Hennessy Cornerstone Value Fund · HFCVX, HICVX diff. adviser | 45% | 0.99% | Hennessy Advisors Inc. |
| 4 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX cheaper diff. adviser | 44% | 0.15% | DBX Advisors LLC |
| 5 | Coastal Compass 100 ETF · ROPE diff. adviser | 42% | 0.81% | Empowered Funds, LLC d/b/a EA Advisers |
| 6 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 40% | 0.05% | The Vanguard Group, Inc. |
| 7 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX cheaper | 40% | 0.64% | — |
| 8 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper diff. adviser | 39% | 0.50% | Touchstone Advisors, Inc. |
| 9 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 39% | 0.73% | Columbia Management Investment Advisers, LLC |
| 10 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX diff. adviser | 39% | 0.70% | Columbia Management Investment Advisers, LLC |
| 11 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 38% | 0.28% | WisdomTree Asset Management, Inc. |
| 12 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 36% | 0.54% | Columbia Management Investment Advisers, LLC |
| 13 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX cheaper diff. adviser | 36% | 0.50% | Wilmington Funds Management Corporation |
| 14 | ETC 6 Meridian Mega Cap Equity ETF · SIXA cheaper diff. adviser | 36% | 0.46% | Exchange Traded Concepts, LLC |
| 15 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 36% | 0.04% | The Vanguard Group, Inc. |
| 16 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 36% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 17 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 36% | 0.05% | BlackRock Fund Advisors |
| 18 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 36% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 19 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 36% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | JPMorgan Equity Income Fund · HLIEX, OIEIX, OINCX, OIEFX, OIERX, OIEJX, OIEPX, OIEQX cheaper diff. adviser | 36% | 0.45% | J.P. Morgan Investment Management, Inc. |
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