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 | Victory Pioneer Equity Income VCT Portfolio | 82% | 0.79% | Victory Capital Management Inc. |
| 2 | Victory Pioneer Disciplined Value Fund · CVKFX, CVFYX, CVCFX, CVFCX cheaper | 71% | 0.45% | Victory Capital Management Inc. |
| 3 | Victory Pioneer Core Equity Fund · PVFYX, PIOTX, PCEKX, PCOTX cheaper | 62% | 0.57% | Victory Capital Management Inc. |
| 4 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 35% | 0.05% | BlackRock Fund Advisors |
| 5 | Cullen Enhanced Equity Income Fund · ENHCX, ENHNX, ENHRX diff. adviser | 34% | 0.75% | Cullen Capital Management, LLC |
| 6 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX cheaper diff. adviser | 33% | 0.50% | Wilmington Funds Management Corporation |
| 7 | M Large Cap Value Fund · MBOVX cheaper diff. adviser | 33% | 0.63% | M Financial Investment Advisers, Inc. |
| 8 | MML Equity Fund cheaper diff. adviser | 33% | 0.43% | MML Investment Advisers, LLC |
| 9 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX diff. adviser | 33% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | Coastal Compass 100 ETF · ROPE diff. adviser | 33% | 0.81% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | MassMutual Diversified Value Fund · MDDAX, MDDLX, MDVNX, MDVSX, MDVYX, MDDIX, MDDRX, MMNBX cheaper diff. adviser | 33% | 0.60% | MML Investment Advisers, LLC |
| 12 | Madison Dividend Income Fund · BHBFX, MADAX, MDMIX, MADRX diff. adviser | 33% | 0.90% | Madison Asset Management, LLC |
| 13 | Large Cap Value Fund cheaper diff. adviser | 33% | 0.63% | Madison Asset Management, LLC |
| 14 | Invesco Large Cap Value ETF · PWV cheaper diff. adviser | 32% | 0.55% | Invesco Capital Management LLC |
| 15 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 32% | 0.70% | SunAmerica Asset Management, LLC |
| 16 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 32% | 0.89% | Charles Schwab Investment Management, Inc. |
| 17 | Hennessy Cornerstone Value Fund · HFCVX, HICVX diff. adviser | 32% | 0.99% | Hennessy Advisors Inc. |
| 18 | Columbia U.S. Equity Income ETF · EQIN cheaper diff. adviser | 31% | 0.35% | Columbia Management Investment Advisers, LLC |
| 19 | Crossmark Large Cap Value ETF cheaper diff. adviser | 31% | 0.50% | Crossmark Global Investments, Inc. |
| 20 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 30% | 0.73% | Columbia Management Investment Advisers, LLC |
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