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 | Columbia Contrarian Core Fund · LCCAX, LCCCX, SMGIX, CCCRX, COFRX, COFYX, SMGEX | 28% | 0.61% | — |
| 2 | Zacks Earnings Consistent Portfolio ETF · ZECP cheaper diff. adviser | 28% | 0.55% | Zacks Investment Management, Inc. |
| 3 | Allspring LT Large Core ETF · ALRG cheaper diff. adviser | 26% | 0.28% | Allspring Funds Management, LLC |
| 4 | Aptus Collared Investment Opportunity ETF · ACIO diff. adviser | 26% | 0.79% | Aptus Capital Advisors, LLC |
| 5 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 26% | 0.98% | HORIZON INVESTMENTS LLC. |
| 6 | Capital Group Conservative Equity ETF · CGCV cheaper diff. adviser | 26% | 0.33% | Capital Research and Management Company |
| 7 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX cheaper diff. adviser | 26% | 0.59% | Lord, Abbett & Co. LLC |
| 8 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 26% | 0.54% | Columbia Management Investment Advisers, LLC |
| 9 | Nuveen Dividend Growth ETF · NDVG diff. adviser | 26% | 0.65% | Nuveen Fund Advisors, LLC |
| 10 | Aptus Drawdown Managed Equity ETF · ADME diff. adviser | 26% | 0.79% | Aptus Capital Advisors, LLC |
| 11 | Nuveen Dividend Growth Fund · NSBAX, NSBCX, NSBRX, NSBFX, NUDG | 26% | 0.61% | — |
| 12 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 26% | 0.15% | Fidelity Management & Research Company LLC |
| 13 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 26% | 0.22% | Wellington Management Company LLP |
| 14 | Lazard US Sustainable Equity Portfolio · SUSLX, SUSRX, SUSTX diff. adviser | 26% | 0.70% | Lazard Asset Management LLC |
| 15 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 25% | 0.04% | The Vanguard Group, Inc. |
| 16 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 25% | 0.99% | Advisors Preferred, LLC |
| 17 | Goldman Sachs Equity Income Fund · GSIIX, GSGSX, GSGRX, GSGCX, GRGRX, GRGTX, GRGUX, GABPX diff. adviser | 25% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 18 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX diff. adviser | 25% | 1.00% | Crossmark Global Investments, Inc. |
| 19 | AB US Large Cap Strategic Equities ETF · LRGC cheaper diff. adviser | 25% | 0.39% | AllianceBernstein L.P. |
| 20 | Neuberger Berman Core Equity ETF · NBCR cheaper | 25% | 0.29% | Neuberger Berman Investment Advisers LLC |
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