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 | Themes US Small Cap Cash Flow Champions ETF · SMCF cheaper | 14% | 0.29% | — |
| 2 | First Trust Dividend Strength ETF · FTDS cheaper diff. adviser | 12% | 0.70% | First Trust Advisors L.P. |
| 3 | Invesco KBW Property & Casualty Insurance ETF · KBWP cheaper diff. adviser | 11% | 0.35% | Invesco Capital Management LLC |
| 4 | Invesco Bloomberg MVP Multi-Factor ETF · BMVP cheaper diff. adviser | 11% | 0.29% | Invesco Capital Management LLC |
| 5 | AAM S&P 500 High Dividend Value ETF · SPDV cheaper diff. adviser | 10% | 0.29% | ADVISORS ASSET MANAGEMENT, INC. |
| 6 | FT Vest SMID Rising Dividend Achievers Target Income ETF · SDVD cheaper diff. adviser | 10% | 0.85% | First Trust Advisors L.P. |
| 7 | First Trust SMID Cap Rising Dividend Achievers ETF · SDVY cheaper | 9% | 0.58% | — |
| 8 | DWS CROCI(R) Equity Dividend Fund · KDHAX, KDHCX, KDHSX, KDHIX cheaper diff. adviser | 9% | 0.70% | DWS Investment Management Americas, Inc. |
| 9 | Freedom Day Dividend ETF · MBOX cheaper | 9% | 0.39% | — |
| 10 | iShares U.S. Insurance ETF · IAK cheaper diff. adviser | 9% | 0.38% | BlackRock Fund Advisors |
| 11 | First Trust Rising Dividend Achievers ETF · RDVY cheaper | 9% | 0.47% | — |
| 12 | FT Vest Rising Dividend Achievers Target Income ETF · RDVI cheaper diff. adviser | 9% | 0.75% | First Trust Advisors L.P. |
| 13 | STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND · BBISX, BBTGX, BCVCX, STRAX cheaper diff. adviser | 9% | 0.69% | Sterling Capital Management LLC |
| 14 | State Street(R) SPDR(R) S&P(R) Insurance ETF · KIE cheaper diff. adviser | 9% | 0.35% | SSGA Funds Management, Inc. |
| 15 | LSV Value Equity Fund · LSVEX, LVAEX cheaper diff. adviser | 9% | 0.67% | LSV Asset Management |
| 16 | FT Vest Rising Dividend Achievers Total Return Fund | 9% | — | — |
| 17 | Euclidean Fundamental Value ETF · ECML cheaper diff. adviser | 8% | 0.95% | Empowered Funds, LLC d/b/a EA Advisers |
| 18 | Hillman Value Fund · HCMAX cheaper diff. adviser | 8% | 0.95% | Hillman Capital Management |
| 19 | Invesco S&P MidCap Value with Momentum ETF · XMVM cheaper diff. adviser | 8% | 0.39% | Invesco Capital Management LLC |
| 20 | Hennessy Cornerstone Large Growth Fund · HFLGX, HILGX cheaper diff. adviser | 8% | 1.00% | Hennessy Advisors Inc. |
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