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 | Disciplined Value Series · MNDFX, MDFSX, MDVZX, MDVWX cheaper | 25% | 0.16% | Manning & Napier Advisors, LLC |
| 2 | TBG Dividend Focus ETF · TBG | 23% | 0.59% | — |
| 3 | Victory Income Stock Fund · USISX, UIISX | 22% | 0.75% | Victory Capital Management Inc. |
| 4 | Cullen High Dividend Equity Fund · CHDEX, CHVCX, CHDVX, CHDRX, CHDPX | 21% | 0.75% | Cullen Capital Management, LLC |
| 5 | Hennessy Cornerstone Value Fund · HFCVX, HICVX | 21% | 0.99% | Hennessy Advisors Inc. |
| 6 | iShares Core Dividend Growth ETF · DGRO cheaper | 20% | 0.08% | BlackRock Fund Advisors |
| 7 | Horizon Dividend Income ETF · DIVN | 20% | 0.70% | HORIZON INVESTMENTS LLC. |
| 8 | Equity Income Account | 20% | 0.48% | Principal Global Investors, LLC |
| 9 | Equity Income Fund · PQIAX, PEUCX, PEIIX, PEIOX, PEIQX, PEIJX | 19% | 0.52% | Principal Global Investors, LLC |
| 10 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper | 19% | 0.04% | The Vanguard Group, Inc. |
| 11 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX | 19% | 0.64% | — |
| 12 | First Trust Dividend Strength ETF · FTDS | 18% | 0.70% | First Trust Advisors L.P. |
| 13 | THRIVENT LARGE CAP VALUE PORTFOLIO | 18% | 0.63% | Thrivent Financial for Lutherans |
| 14 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND | 18% | 0.50% | Touchstone Advisors, Inc. |
| 15 | MFS Active Value ETF · MFSV | 18% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | Alger Growth & Income Portfolio · AIGOX | 18% | 0.85% | Fred Alger Management, Inc. |
| 17 | DEAN EQUITY INCOME FUND · DAEIX | 18% | 0.70% | Dean Investment Associates, LLC |
| 18 | WHITE OAK SELECT GROWTH FUND · WOGSX | 18% | 0.90% | Oak Associates, Ltd. |
| 19 | Schwab Dividend Equity Fund · SWDSX | 18% | 0.89% | Charles Schwab Investment Management, Inc. |
| 20 | Columbia U.S. Equity Income ETF · EQIN cheaper | 18% | 0.35% | Columbia Management Investment Advisers, LLC |
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