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 Fund · NSBAX, NSBCX, NSBRX, NSBFX, NUDG cheaper | 63% | 0.61% | — |
| 2 | Nuveen Dividend Growth ETF · NDVG cheaper | 63% | 0.65% | Nuveen Fund Advisors, LLC |
| 3 | Nuveen International Dividend Growth Fund · NUIAX, NUICX, NUIIX | 41% | 0.90% | — |
| 4 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper | 34% | 0.30% | UBS Asset Management (Americas) LLC |
| 5 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX cheaper | 34% | 0.59% | Lord, Abbett & Co. LLC |
| 6 | Dividend Growth Portfolio | 34% | 0.99% | Lord, Abbett & Co. LLC |
| 7 | Franklin Rising Dividends VIP Fund cheaper | 33% | 0.63% | Franklin Advisers, Inc. |
| 8 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX cheaper | 33% | 0.52% | Franklin Advisers, Inc. |
| 9 | EQ/Franklin Rising Dividends Portfolio cheaper | 33% | 0.62% | Equitable Investment Management Group, LLC |
| 10 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper | 32% | 0.04% | The Vanguard Group, Inc. |
| 11 | Alger Growth & Income Portfolio · AIGOX cheaper | 31% | 0.85% | Fred Alger Management, Inc. |
| 12 | Ancora Dividend Value Equity Fund cheaper | 31% | 0.75% | Ancora Advisors LLC |
| 13 | T. Rowe Price Dividend Growth ETF · TDVG cheaper | 30% | 0.50% | T. Rowe Price Associates, Inc. |
| 14 | Invesco Dividend AchieversTM ETF · PFM cheaper | 30% | 0.52% | Invesco Capital Management LLC |
| 15 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper | 30% | 0.22% | Wellington Management Company LLP |
| 16 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX cheaper | 29% | 0.62% | — |
| 17 | Invesco V.I. Core Equity Fund cheaper | 29% | 0.80% | Invesco Advisers, Inc. |
| 18 | Bahl and Gaynor Income Growth Fund · AFNAX, AFYCX, AFNIX cheaper | 29% | 0.63% | BAHL & GAYNOR, INC. |
| 19 | Hodges Blue Chip Equity Income Fund | 29% | 1.30% | Hodges Capital Management, Inc. |
| 20 | ALGER GROWTH & INCOME FUND · ALBAX, ALBCX, AGIZX cheaper | 29% | 0.62% | Fred Alger Management, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.