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 | Donoghue Forlines Dividend VIT Fund | 100% | 2.00% | Donoghue Forlines LLC |
| 2 | ALPS Sector Dividend Dogs ETF · SDOG cheaper diff. adviser | 46% | 0.36% | ALPS Advisors, Inc. |
| 3 | Franklin U.S. Dividend Booster Index ETF · XUDV cheaper diff. adviser | 40% | 0.09% | Franklin Advisory Services, LLC |
| 4 | Invesco S&P 500 High Dividend Low Volatility ETF · SPHD cheaper diff. adviser | 39% | 0.30% | Invesco Capital Management LLC |
| 5 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper diff. adviser | 39% | 0.35% | Victory Capital Management Inc. |
| 6 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper diff. adviser | 38% | 0.35% | Victory Capital Management Inc. |
| 7 | State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF · SPYD cheaper diff. adviser | 36% | 0.07% | SSGA Funds Management, Inc. |
| 8 | First Trust Morningstar Dividend Leaders Index Fund · FDL cheaper diff. adviser | 36% | 0.43% | First Trust Advisors L.P. |
| 9 | CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND cheaper diff. adviser | 32% | 0.94% | Cantor Fitzgerald Investment Advisors, LP |
| 10 | Archer Dividend Growth Fund · ARDGX cheaper diff. adviser | 31% | 0.99% | Archer Investment Corp. |
| 11 | Pacer S&P 500 Quality FCF High Dividend ETF · QFHD cheaper | 31% | 0.49% | — |
| 12 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ cheaper diff. adviser | 30% | 0.50% | First Trust Advisors L.P. |
| 13 | iShares Select Dividend ETF · DVY cheaper diff. adviser | 30% | 0.38% | BlackRock Fund Advisors |
| 14 | Brookstone Dividend Stock ETF cheaper diff. adviser | 30% | 0.89% | Brookstone Asset Management, LLC |
| 15 | AAM S&P 500 High Dividend Value ETF · SPDV cheaper diff. adviser | 30% | 0.29% | ADVISORS ASSET MANAGEMENT, INC. |
| 16 | WisdomTree U.S. High Dividend Fund · DHS cheaper diff. adviser | 30% | 0.38% | WisdomTree Asset Management, Inc. |
| 17 | Invesco S&P 500 High Dividend Growers ETF cheaper diff. adviser | 29% | 0.39% | Invesco Capital Management LLC |
| 18 | John Hancock U.S. High Dividend ETF · JHDV cheaper diff. adviser | 28% | 0.34% | John Hancock Investment Management LLC |
| 19 | O'Shaughnessy Market Leaders Value Fund · OFVIX cheaper diff. adviser | 28% | 0.55% | OShaughnessy Asset Management LLC |
| 20 | The Covered Bridge Fund · TCBAX, TCBIX cheaper diff. adviser | 26% | 1.51% | Stonebridge Capital Advisors, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.