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 | Nuveen Dividend Growth ETF · NDVG | 99% | 0.65% | Nuveen Fund Advisors, LLC |
| 2 | Nuveen Global Dividend Growth Fund · NUGAX, NUGCX, NUGIX | 63% | 0.90% | — |
| 3 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper | 47% | 0.22% | Wellington Management Company LLP |
| 4 | Franklin Rising Dividends VIP Fund | 44% | 0.63% | Franklin Advisers, Inc. |
| 5 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX cheaper | 44% | 0.52% | Franklin Advisers, Inc. |
| 6 | EQ/Franklin Rising Dividends Portfolio | 44% | 0.62% | Equitable Investment Management Group, LLC |
| 7 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX cheaper | 42% | 0.51% | Hartford Funds Management Company, LLC |
| 8 | Brighthouse/Wellington Core Equity Opportunities Portfolio | 42% | 0.62% | Brighthouse Investment Advisers, LLC |
| 9 | VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND · VADGX cheaper | 41% | 0.36% | Wellington Management Company LLP |
| 10 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX | 41% | 0.62% | — |
| 11 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX cheaper | 40% | 0.59% | Lord, Abbett & Co. LLC |
| 12 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper | 39% | 0.30% | UBS Asset Management (Americas) LLC |
| 13 | VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF · VDIG cheaper | 39% | 0.40% | — |
| 14 | Dividend Growth Portfolio | 39% | 0.99% | Lord, Abbett & Co. LLC |
| 15 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper | 39% | 0.04% | The Vanguard Group, Inc. |
| 16 | Alger Growth & Income Portfolio · AIGOX | 39% | 0.85% | Fred Alger Management, Inc. |
| 17 | Invesco Dividend AchieversTM ETF · PFM cheaper | 38% | 0.52% | Invesco Capital Management LLC |
| 18 | MML Focused Equity Fund | 38% | 0.88% | MML Investment Advisers, LLC |
| 19 | T. Rowe Price Dividend Growth ETF · TDVG cheaper | 38% | 0.50% | T. Rowe Price Associates, Inc. |
| 20 | Invesco Rising Dividends Fund | 38% | 0.64% | Invesco Advisers, Inc. |
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