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 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 44% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 2 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 38% | 0.12% | Principal Global Investors, LLC |
| 3 | Eaton Vance Dividend Builder Fund · EVTMX, ECTMX, EIUTX cheaper diff. adviser | 37% | 0.74% | Boston Management and Research |
| 4 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 37% | 0.98% | HORIZON INVESTMENTS LLC. |
| 5 | YieldMax Target 12 Big 50 Option Income ETF · BIGY cheaper | 37% | 1.09% | — |
| 6 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 36% | 0.28% | WisdomTree Asset Management, Inc. |
| 7 | Optimized Equity Income ETF · OEI cheaper | 35% | 0.75% | — |
| 8 | WisdomTree U.S. Quality Dividend Growth Fund · DGRW cheaper diff. adviser | 35% | 0.28% | WisdomTree Asset Management, Inc. |
| 9 | Schwab Dividend Equity Fund · SWDSX cheaper diff. adviser | 35% | 0.89% | Charles Schwab Investment Management, Inc. |
| 10 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX cheaper | 35% | 0.62% | — |
| 11 | Horizon Multi-Factor U.S. Equity Fund · USRIX, USRAX, USRTX cheaper diff. adviser | 35% | 0.92% | HORIZON INVESTMENTS LLC. |
| 12 | Vistashares Target 15 Usa Quality Income ETF · QUSA cheaper | 34% | 0.95% | — |
| 13 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 34% | 0.79% | Swan Capital Management, LLC |
| 14 | Boston Trust Equity Fund · BTEFX cheaper diff. adviser | 34% | 0.83% | Boston Trust Walden Inc. |
| 15 | Large Cap Core Portfolio I diff. adviser | 34% | — | UBS Trust Company of Puerto Rico |
| 16 | Capital Group Conservative Equity ETF · CGCV cheaper diff. adviser | 34% | 0.33% | Capital Research and Management Company |
| 17 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 34% | 0.52% | Invesco Capital Management LLC |
| 18 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 34% | 0.54% | Columbia Management Investment Advisers, LLC |
| 19 | Advisors Capital Total Return - Equity Fund · ACUSX diff. adviser | 34% | 1.87% | AC FUNDS LLC |
| 20 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper diff. adviser | 34% | 0.50% | Touchstone Advisors, Inc. |
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