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 | FT Vest S&P 500 Dividend Aristocrats Target Income ETF · KNG diff. adviser | 96% | 0.74% | First Trust Advisors L.P. |
| 2 | Vest S&P 500 Dividend Aristocrats Target Income Fund · KNGAX, KNGCX, KNGLX, KNGIX, KNGYX, KNGRX diff. adviser | 89% | 0.49% | VEST FINANCIAL LLC |
| 3 | ProShares Russell U.S. Dividend Growers ETF · TMDV | 58% | 0.35% | PROSHARE ADVISORS LLC |
| 4 | State Street(R) SPDR(R) S&P(R) Dividend ETF · SDY diff. adviser | 55% | 0.35% | SSGA Funds Management, Inc. |
| 5 | Xtrackers S&P Dividend Aristocrats Screened ETF · SNPD cheaper diff. adviser | 50% | 0.15% | DBX Advisors LLC |
| 6 | VictoryShares Dividend Accelerator ETF · VSDA diff. adviser | 50% | 0.35% | Victory Capital Management Inc. |
| 7 | MP 63 Fund · DRIPX diff. adviser | 27% | 0.72% | Moneypaper Advisor, Inc. |
| 8 | First Trust Horizon Managed Volatility Domestic ETF · HUSV diff. adviser | 26% | 0.70% | First Trust Advisors L.P. |
| 9 | Global X S&P 500 Quality Dividend ETF · QDIV cheaper diff. adviser | 25% | 0.20% | Global X Management Company LLC |
| 10 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 25% | 0.89% | Charles Schwab Investment Management, Inc. |
| 11 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX diff. adviser | 25% | 0.52% | Franklin Advisers, Inc. |
| 12 | Franklin Rising Dividends VIP Fund diff. adviser | 25% | 0.63% | Franklin Advisers, Inc. |
| 13 | EQ/Franklin Rising Dividends Portfolio diff. adviser | 25% | 0.62% | Equitable Investment Management Group, LLC |
| 14 | Invesco S&P 500 Equal Weight Consumer Staples ETF · RSPS diff. adviser | 25% | 0.40% | Invesco Capital Management LLC |
| 15 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 24% | 0.08% | BlackRock Fund Advisors |
| 16 | MarketDesk Focused U.S. Dividend ETF · FDIV | 24% | 0.65% | — |
| 17 | The Value Fund · CFVLX diff. adviser | 24% | 0.69% | Commerce Investment Advisors, Inc. |
| 18 | Large Cap Value Fund diff. adviser | 24% | 0.63% | Madison Asset Management, LLC |
| 19 | Madison Dividend Income Fund · BHBFX, MADAX, MDMIX, MADRX diff. adviser | 24% | 0.90% | Madison Asset Management, LLC |
| 20 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 24% | 0.52% | Invesco Capital Management LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.