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 APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 85% | 0.04% | The Vanguard Group, Inc. |
| 2 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 63% | 0.08% | BlackRock Fund Advisors |
| 3 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 62% | 0.04% | The Vanguard Group, Inc. |
| 4 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 61% | 0.28% | WisdomTree Asset Management, Inc. |
| 5 | Strive 1000 Dividend Growth ETF · STXD cheaper diff. adviser | 60% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 6 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 60% | 0.28% | WisdomTree Asset Management, Inc. |
| 7 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 58% | 0.03% | The Vanguard Group, Inc. |
| 8 | VANGUARD S&P 500 VALUE INDEX FUND · VOOV, VSPVX cheaper diff. adviser | 58% | 0.05% | The Vanguard Group, Inc. |
| 9 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 57% | 0.98% | HORIZON INVESTMENTS LLC. |
| 10 | PROFUND VP LARGE CAP VALUE diff. adviser | 57% | 1.68% | ProFund Advisors LLC |
| 11 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 56% | 0.04% | Charles Schwab Investment Management, Inc. |
| 12 | LARGE-CAP VALUE PROFUND · LVPIX, LVPSX diff. adviser | 56% | 1.78% | ProFund Advisors LLC |
| 13 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 56% | 0.05% | The Vanguard Group, Inc. |
| 14 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF · SPYV cheaper diff. adviser | 54% | 0.04% | SSGA Funds Management, Inc. |
| 15 | iShares S&P 500 Value ETF · IVE cheaper diff. adviser | 54% | 0.18% | BlackRock Fund Advisors |
| 16 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 54% | 0.04% | BlackRock Fund Advisors |
| 17 | iShares Core S&P U.S. Value ETF · IUSV cheaper diff. adviser | 53% | 0.04% | BlackRock Fund Advisors |
| 18 | Defiance Large Cap ex-Mag 7 ETF · XMAG cheaper | 53% | 0.35% | — |
| 19 | SA Large Cap Value Index Portfolio cheaper diff. adviser | 53% | 0.35% | SunAmerica Asset Management, LLC |
| 20 | FlexShares STOXX US ESG Select Index Fund · ESG cheaper diff. adviser | 52% | 0.32% | NORTHERN TRUST INVESTMENTS, INC. |
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