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 | LoCorr Spectrum Income Fund · LSPAX, LSPCX, LSPIX | 23% | 3.61% | LoCorr Fund Management LLC |
| 2 | First Trust Multi Income Allocation Portfolio | 17% | 0.95% | First Trust Advisors L.P. |
| 3 | Arrow Dow Jones Global Yield ETF · GYLD | 16% | 0.75% | Arrow Investment Advisors, LLC |
| 4 | First Trust Low Duration Strategic Focus ETF · LDSF | 16% | 0.87% | First Trust Advisors L.P. |
| 5 | Hoya Capital High Dividend Yield ETF · RIET cheaper | 15% | 0.50% | Hoya Capital Real Estate, LLC |
| 6 | AB US High Dividend ETF · HIDV cheaper | 13% | 0.35% | AllianceBernstein L.P. |
| 7 | State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF · SPYD cheaper | 13% | 0.07% | SSGA Funds Management, Inc. |
| 8 | Amplify Natural Resources Dividend Income ETF cheaper | 13% | 0.59% | — |
| 9 | GraniteShares HIPS U.S. High Income ETF | 13% | 1.17% | GraniteShares Advisors LLC |
| 10 | Virtus Real Asset Income ETF · VRAI cheaper | 13% | 0.55% | Virtus Investment Advisers, LLC |
| 11 | Global X SuperDividend U.S. ETF · DIV cheaper | 13% | 0.45% | Global X Management Company LLC |
| 12 | VictoryShares Hedged Equity Income ETF · HEJD cheaper | 12% | 0.55% | Victory Capital Management Inc. |
| 13 | First Trust Value Line Dividend Index Fund · FVD cheaper | 11% | 0.61% | First Trust Advisors L.P. |
| 14 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF · ONEY cheaper | 11% | 0.20% | SSGA Funds Management, Inc. |
| 15 | WBI Power Factor High Dividend ETF · WBIY | 11% | 0.97% | Millington Securities LLC |
| 16 | WisdomTree U.S. High Dividend Fund · DHS cheaper | 11% | 0.38% | WisdomTree Asset Management, Inc. |
| 17 | Virtus U.S. Dividend ETF · VUS cheaper | 10% | 0.25% | — |
| 18 | Invesco S&P 500 High Dividend Low Volatility ETF · SPHD cheaper | 10% | 0.30% | Invesco Capital Management LLC |
| 19 | Invesco SteelPath MLP Select 40 Fund · MLPEX, SPMWX, MLPTX, SPMVX, OSPSX, MLPFX | 10% | 1.09% | Invesco Advisers, Inc. |
| 20 | JPMorgan Diversified Return U.S. Equity ETF · JPUS cheaper | 10% | 0.18% | J.P. Morgan Investment Management, Inc. |
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