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 Multi-Asset Income Fund · PMACX, PMFKX, PMFYX, PMAIX cheaper | 18% | 0.55% | Victory Capital Management Inc. |
| 2 | iShares Select Dividend ETF · DVY cheaper diff. adviser | 14% | 0.38% | BlackRock Fund Advisors |
| 3 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper | 14% | 0.35% | Victory Capital Management Inc. |
| 4 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper | 14% | 0.35% | Victory Capital Management Inc. |
| 5 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX diff. adviser | 14% | 1.58% | Donoghue Forlines LLC |
| 6 | Donoghue Forlines Dividend VIT Fund diff. adviser | 14% | 2.00% | Donoghue Forlines LLC |
| 7 | Integrity Dividend Summit Fund · IPAYX, APAYX, CPAYX cheaper diff. adviser | 13% | 0.74% | Viking Fund Management, LLC |
| 8 | State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF · SPYD cheaper diff. adviser | 13% | 0.07% | SSGA Funds Management, Inc. |
| 9 | Invesco S&P 500 High Dividend Low Volatility ETF · SPHD cheaper diff. adviser | 13% | 0.30% | Invesco Capital Management LLC |
| 10 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 12% | 0.36% | ALPS Advisors, Inc. |
| 11 | KraneShares Value Line Dynamic Dividend Equity Index ETF · KVLE cheaper diff. adviser | 11% | 0.56% | Krane Funds Advisors, LLC |
| 12 | Hennessy Cornerstone Value Fund · HFCVX, HICVX diff. adviser | 11% | 0.99% | Hennessy Advisors Inc. |
| 13 | Victory Pioneer Global Equity Fund · PGSYX, GLOSX, GCSLX, PGEKX cheaper | 11% | 0.73% | Victory Capital Management Inc. |
| 14 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ cheaper diff. adviser | 11% | 0.50% | First Trust Advisors L.P. |
| 15 | Franklin U.S. Dividend Booster Index ETF · XUDV cheaper diff. adviser | 10% | 0.09% | Franklin Advisory Services, LLC |
| 16 | Integrity Dividend Harvest Fund · IDIVX, IDHIX, IDHCX cheaper diff. adviser | 10% | 0.70% | Viking Fund Management, LLC |
| 17 | Pacer S&P 500 Quality FCF High Dividend ETF · QFHD cheaper | 10% | 0.49% | — |
| 18 | Altrius Global Dividend ETF · DIVD cheaper | 10% | 0.49% | — |
| 19 | Victory Pioneer Core Equity Fund · PVFYX, PIOTX, PCEKX, PCOTX cheaper | 10% | 0.57% | Victory Capital Management Inc. |
| 20 | First Trust Morningstar Dividend Leaders Index Fund · FDL cheaper diff. adviser | 10% | 0.43% | First Trust Advisors L.P. |
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