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 | Federated Hermes Strategic Value Dividend Fund · SVAAX, SVACX, SVAIX, SVALX | 79% | 0.79% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 2 | Federated Hermes U.S. Strategic Dividend ETF · FDV | 60% | 0.50% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 3 | Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. · LEIFX, LEICX, LFEIX, LEISX, FDERX | 33% | 0.89% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 4 | Integrity Dividend Harvest Fund · IDIVX, IDHIX, IDHCX diff. adviser | 30% | 0.70% | Viking Fund Management, LLC |
| 5 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper diff. adviser | 30% | 0.35% | Victory Capital Management Inc. |
| 6 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper diff. adviser | 29% | 0.35% | Victory Capital Management Inc. |
| 7 | Destinations Equity Income Fund · DGEFX, DGEZX diff. adviser | 28% | 0.79% | Brinker Capital Investments, LLC |
| 8 | WisdomTree U.S. High Dividend Fund · DHS cheaper diff. adviser | 28% | 0.38% | WisdomTree Asset Management, Inc. |
| 9 | Franklin U.S. Low Volatility High Dividend Index ETF · LVHD cheaper diff. adviser | 27% | 0.27% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | DEAN EQUITY INCOME FUND · DAEIX diff. adviser | 26% | 0.70% | Dean Investment Associates, LLC |
| 11 | GQG Partners US Quality Value Fund · GQHPX, GQHIX diff. adviser | 25% | 0.49% | GQG Partners LLC |
| 12 | Pacer S&P 500 Quality FCF High Dividend ETF · QFHD | 25% | 0.49% | — |
| 13 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX diff. adviser | 23% | 0.70% | Columbia Management Investment Advisers, LLC |
| 14 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 23% | 0.73% | Columbia Management Investment Advisers, LLC |
| 15 | ETC 6 Meridian Mega Cap Equity ETF · SIXA diff. adviser | 23% | 0.46% | Exchange Traded Concepts, LLC |
| 16 | ETC 6 Meridian Hedged Equity-Index Option Strategy ETF · SIXH diff. adviser | 23% | 0.69% | Exchange Traded Concepts, LLC |
| 17 | The Value Fund · CFVLX diff. adviser | 23% | 0.69% | Commerce Investment Advisors, Inc. |
| 18 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 23% | 0.36% | ALPS Advisors, Inc. |
| 19 | Invesco S&P 500 High Dividend Growers ETF cheaper diff. adviser | 22% | 0.39% | Invesco Capital Management LLC |
| 20 | GQG PARTNERS GLOBAL QUALITY EQUITY FUND · GQRRX, GQRIX, GQRPX diff. adviser | 22% | 0.70% | GQG Partners LLC |
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