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 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 48% | 0.22% | Wellington Management Company LLP |
| 2 | Fidelity SAI U.S. Low Volatility Index Fund · FSUVX cheaper diff. adviser | 47% | 0.10% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 46% | 0.15% | Fidelity Management & Research Company LLC |
| 4 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 45% | 0.04% | The Vanguard Group, Inc. |
| 5 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 44% | 0.52% | Invesco Capital Management LLC |
| 6 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 44% | 0.98% | HORIZON INVESTMENTS LLC. |
| 7 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX diff. adviser | 44% | 0.51% | Hartford Funds Management Company, LLC |
| 8 | Brighthouse/Wellington Core Equity Opportunities Portfolio diff. adviser | 44% | 0.62% | Brighthouse Investment Advisers, LLC |
| 9 | VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND · VADGX cheaper diff. adviser | 42% | 0.36% | Wellington Management Company LLP |
| 10 | WisdomTree U.S. Quality Dividend Growth Fund · DGRW cheaper diff. adviser | 41% | 0.28% | WisdomTree Asset Management, Inc. |
| 11 | Applied Finance Valuation Large Cap ETF · VSLU diff. adviser | 41% | 0.49% | Applied Finance Advisors, LLC |
| 12 | Dimensional US High Profitability ETF · DUHP cheaper diff. adviser | 40% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 13 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 40% | 0.15% | SSGA Funds Management, Inc. |
| 14 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 40% | 0.08% | BlackRock Fund Advisors |
| 15 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 40% | 0.28% | WisdomTree Asset Management, Inc. |
| 16 | VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF · VDIG cheaper | 39% | 0.40% | — |
| 17 | Gotham Enhanced 500 ETF · GSPY diff. adviser | 39% | 0.50% | Tidal Investments LLC |
| 18 | Horizon Managed Risk ETF · SFTY diff. adviser | 39% | 0.77% | HORIZON INVESTMENTS LLC. |
| 19 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 39% | 1.09% | — |
| 20 | Horizon Core Equity ETF · STOX diff. adviser | 39% | 0.70% | HORIZON INVESTMENTS LLC. |
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