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 | Hamlin High Dividend Equity Fund · HHDFX, HHDVX cheaper diff. adviser | 25% | 0.85% | HAMLIN CAPITAL MANAGEMENT,LLC |
| 2 | Bahl and Gaynor Income Growth Fund · AFNAX, AFYCX, AFNIX cheaper diff. adviser | 23% | 0.63% | BAHL & GAYNOR, INC. |
| 3 | Strive 1000 Dividend Growth ETF · STXD cheaper diff. adviser | 22% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 4 | Matrix Advisors Dividend Fund · MADFX cheaper diff. adviser | 22% | 0.90% | Matrix Asset Advisors, INC |
| 5 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper diff. adviser | 22% | 0.30% | UBS Asset Management (Americas) LLC |
| 6 | Sit Global Dividend Growth Fund · GDGIX, GDGSX cheaper diff. adviser | 22% | 1.00% | Sit Investment Associates, Inc. |
| 7 | VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF · VDIG cheaper | 21% | 0.40% | — |
| 8 | MML Focused Equity Fund cheaper diff. adviser | 21% | 0.88% | MML Investment Advisers, LLC |
| 9 | RJ Eagle GCM Dividend Select Income ETF · RJDI cheaper diff. adviser | 21% | 0.55% | Carillon Tower Advisers, Inc. |
| 10 | Bahl & Gaynor Income Growth ETF · BGIG cheaper diff. adviser | 21% | 0.45% | BAHL & GAYNOR, INC. |
| 11 | Advisors Capital Total Return - Equity Fund · ACUSX diff. adviser | 21% | 1.87% | AC FUNDS LLC |
| 12 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 21% | 0.04% | The Vanguard Group, Inc. |
| 13 | AMF LARGE CAP EQUITY FUND · IICAX, IICHX diff. adviser | 20% | 1.65% | System 2 Advisors, L.P. |
| 14 | VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND · VADGX cheaper diff. adviser | 20% | 0.36% | Wellington Management Company LLP |
| 15 | Ancora Dividend Value Equity Fund cheaper diff. adviser | 20% | 0.75% | Ancora Advisors LLC |
| 16 | Archer Balanced Fund · ARCHX diff. adviser | 20% | 1.21% | Archer Investment Corp. |
| 17 | CUTLER EQUITY FUND · DIVHX cheaper diff. adviser | 20% | 0.99% | Cutler Investment Counsel LLC |
| 18 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 19% | 0.12% | Principal Global Investors, LLC |
| 19 | Haverford Quality Growth Stock Fund · HAVGX cheaper diff. adviser | 19% | 0.80% | Haverford Financial Services |
| 20 | Parnassus Value Equity Fund · PARWX, PFPWX cheaper diff. adviser | 19% | 0.65% | Parnassus Investments, LLC |
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