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 | NYLI VP Income Builder Portfolio cheaper | 82% | 0.62% | New York Life Investment Management LLC |
| 2 | NYLI Epoch Global Equity Yield Fund · EPSPX, EPSKX, EPSYX, EPSIX, EPSRX | 63% | 0.74% | New York Life Investment Management LLC |
| 3 | NYLI Epoch U.S. Equity Yield Fund · EPLIX, EPLPX, EPLKX, EPLCX, EPLDX, EPLMX | 43% | 0.73% | New York Life Investment Management LLC |
| 4 | NYLI VP Epoch U.S. Equity Yield Portfolio cheaper | 43% | 0.68% | New York Life Investment Management LLC |
| 5 | Global Shareholder Yield Fund · JGYIX, JGYAX, JGYCX, JGRSX, JGSRX diff. adviser | 40% | 0.74% | John Hancock Investment Management LLC |
| 6 | NYLI MacKay Total Return Bond Fund · MTMNX, MTMAX, MTMCX, MTMIX, MTRDX, MTMSX cheaper | 25% | 0.35% | New York Life Investment Management LLC |
| 7 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX cheaper | 24% | 0.64% | — |
| 8 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 23% | 0.28% | WisdomTree Asset Management, Inc. |
| 9 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 23% | 0.48% | Voya Investments, LLC |
| 10 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 23% | 0.28% | WisdomTree Asset Management, Inc. |
| 11 | State Street(R) SPDR(R) Global Dow ETF · DGT cheaper diff. adviser | 23% | 0.50% | SSGA Funds Management, Inc. |
| 12 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 23% | 0.06% | Franklin Advisory Services, LLC |
| 13 | Fidelity Dividend ETF for Rising Rates · FDRR cheaper diff. adviser | 23% | 0.15% | Fidelity Management & Research Company LLC |
| 14 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 22% | 0.04% | The Vanguard Group, Inc. |
| 15 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 22% | 0.05% | BlackRock Fund Advisors |
| 16 | NYLI MacKay Strategic Bond Fund · MASAX, MSICX, MSDIX, MSYDX, MSYEX cheaper | 22% | 0.62% | New York Life Investment Management LLC |
| 17 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 22% | 0.98% | HORIZON INVESTMENTS LLC. |
| 18 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 22% | 0.25% | Invesco Capital Management LLC |
| 19 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 22% | 0.52% | Invesco Capital Management LLC |
| 20 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 21% | 0.04% | BlackRock Fund Advisors |
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