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 | Invesco Dividend Income Fund · IAUTX, IUTCX, FSTUX, FSIUX, IAUYX, IFUTX cheaper diff. adviser | 41% | 0.60% | Invesco Advisers, Inc. |
| 2 | Carillon Eagle Growth & Income Fund · HIGJX, HIGUX, HRCVX, HIGCX cheaper diff. adviser | 41% | 0.07% | Carillon Tower Advisers, Inc. |
| 3 | Invesco V.I. Diversified Dividend Fund cheaper diff. adviser | 38% | 0.68% | Invesco Advisers, Inc. |
| 4 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 38% | 0.54% | Columbia Management Investment Advisers, LLC |
| 5 | Invesco Diversified Dividend Fund · LCEAX, LCEVX, DDFIX, DDFRX, LCEIX, LCEYX, LCEFX cheaper diff. adviser | 38% | 0.47% | Invesco Advisers, Inc. |
| 6 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX cheaper | 37% | 0.64% | — |
| 7 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper diff. adviser | 37% | 0.50% | Touchstone Advisors, Inc. |
| 8 | CONNORS HEDGED EQUITY FUND diff. adviser | 36% | 1.10% | Connors Investor Services, Inc. |
| 9 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper diff. adviser | 35% | 0.30% | UBS Asset Management (Americas) LLC |
| 10 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 35% | 0.05% | The Vanguard Group, Inc. |
| 11 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 35% | 0.04% | The Vanguard Group, Inc. |
| 12 | Nuveen Life Large Cap Value Fund · TLLVX cheaper diff. adviser | 35% | 0.52% | Teachers Advisors, LLC |
| 13 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 35% | 0.89% | Charles Schwab Investment Management, Inc. |
| 14 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 34% | 0.52% | Invesco Capital Management LLC |
| 15 | Madison Dividend Value ETF · DIVL cheaper diff. adviser | 34% | 0.65% | Madison Asset Management, LLC |
| 16 | Bahl and Gaynor Income Growth Fund · AFNAX, AFYCX, AFNIX cheaper diff. adviser | 34% | 0.63% | BAHL & GAYNOR, INC. |
| 17 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 34% | 0.04% | The Vanguard Group, Inc. |
| 18 | Nuveen Dividend Growth ETF · NDVG cheaper diff. adviser | 34% | 0.65% | Nuveen Fund Advisors, LLC |
| 19 | Nuveen Dividend Growth Fund · NSBAX, NSBCX, NSBRX, NSBFX, NUDG cheaper | 34% | 0.61% | — |
| 20 | JPMorgan Equity Income Fund · HLIEX, OIEIX, OINCX, OIEFX, OIERX, OIEJX, OIEPX, OIEQX cheaper diff. adviser | 34% | 0.45% | J.P. Morgan Investment Management, Inc. |
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