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 | Bahl and Gaynor Income Growth Fund · AFNAX, AFYCX, AFNIX cheaper | 12% | 0.63% | BAHL & GAYNOR, INC. |
| 2 | Pioneer Equity Income Fund cheaper | 12% | 0.68% | Amundi Asset Management US, Inc. |
| 3 | Opal Dividend Income ETF cheaper | 11% | 0.65% | TrueMark Investments, LLC |
| 4 | Pioneer Equity Income VCT Portfolio | 11% | 0.83% | Amundi Asset Management US, Inc. |
| 5 | Invesco S&P 500 Minimum Variance ETF · SPMV cheaper | 11% | 0.10% | Invesco Capital Management LLC |
| 6 | Pioneer Intrinsic Value Fund · PVCCX, PISYX, PISVX cheaper | 10% | 0.55% | — |
| 7 | Quality Dividend Fund | 10% | 0.99% | — |
| 8 | Stock Dividend Fund, Inc. | 10% | 0.85% | Adams Asset Advisors, LLC |
| 9 | AB Sustainable US Thematic Portfolio · FFTYX, SUTAX, SUTZX, SUTCX cheaper | 10% | 0.67% | AllianceBernstein L.P. |
| 10 | TrueShares Active Yield ETF | 10% | 3.25% | TrueMark Investments, LLC |
| 11 | Victory Pioneer Intrinsic Value Fund cheaper | 9% | 0.55% | — |
| 12 | Direxion Work From Home ETF · WFH cheaper | 9% | 0.45% | RAFFERTY ASSET MANAGEMENT, LLC |
| 13 | CITY NATIONAL ROCHDALE EQUITY INCOME FUND · RIMHX, CNRHX | 9% | 1.10% | — |
| 14 | THRIVENT CORE LOW VOLATILITY EQUITY FUND cheaper | 9% | 0.05% | Thrivent Asset Management, LLC |
| 15 | Pioneer Core Equity Fund · CERPX cheaper | 9% | 0.58% | Amundi Asset Management US, Inc. |
| 16 | Nuveen Dow 30SM Dynamic Overwrite Fund | 8% | — | — |
| 17 | AST ClearBridge Dividend Growth Portfolio | 8% | 0.96% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 18 | Fidelity Advisor Equity Income Fund · FEIAX, FEICX, FEIRX, EQPIX, FZAGX cheaper | 8% | 0.47% | Fidelity Management & Research Company LLC |
| 19 | Parametric Dividend Income Fund · EAPDX, EIPDX cheaper | 7% | 0.41% | Eaton Vance Management |
| 20 | GUARDIAN CAPITAL DIVIDEND GROWTH FUND · DIVGX | 7% | 0.95% | — |
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