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 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper | 47% | 0.35% | Victory Capital Management Inc. |
| 2 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper | 47% | 0.35% | Victory Capital Management Inc. |
| 3 | Invesco S&P 500 High Dividend Growers ETF cheaper | 41% | 0.39% | Invesco Capital Management LLC |
| 4 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ | 39% | 0.50% | First Trust Advisors L.P. |
| 5 | iShares Select Dividend ETF · DVY cheaper | 38% | 0.38% | BlackRock Fund Advisors |
| 6 | Invesco S&P 500 High Dividend Low Volatility ETF · SPHD cheaper | 37% | 0.30% | Invesco Capital Management LLC |
| 7 | State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF · SPYD cheaper | 35% | 0.07% | SSGA Funds Management, Inc. |
| 8 | ALPS Sector Dividend Dogs ETF · SDOG cheaper | 34% | 0.36% | ALPS Advisors, Inc. |
| 9 | Franklin U.S. Dividend Booster Index ETF · XUDV cheaper | 33% | 0.09% | Franklin Advisory Services, LLC |
| 10 | Global X S&P 500 Quality Dividend ETF · QDIV cheaper | 31% | 0.20% | Global X Management Company LLC |
| 11 | Horizon Dividend Income ETF · DIVN | 31% | 0.70% | HORIZON INVESTMENTS LLC. |
| 12 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX | 31% | 1.58% | Donoghue Forlines LLC |
| 13 | Donoghue Forlines Dividend VIT Fund | 31% | 2.00% | Donoghue Forlines LLC |
| 14 | Gotham Large Value Fund · GVALX | 30% | 0.75% | Gotham Asset Management, LLC |
| 15 | iShares Core Dividend ETF · DIVB cheaper | 29% | 0.05% | BlackRock Fund Advisors |
| 16 | State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF · SPDG cheaper | 29% | 0.05% | SSGA Funds Management, Inc. |
| 17 | WisdomTree U.S. High Dividend Fund · DHS cheaper | 29% | 0.38% | WisdomTree Asset Management, Inc. |
| 18 | Strive 1000 Value ETF · STXV cheaper | 29% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 19 | First Trust Morningstar Dividend Leaders Index Fund · FDL cheaper | 29% | 0.43% | First Trust Advisors L.P. |
| 20 | Disciplined Value Series · MNDFX, MDFSX, MDVZX, MDVWX cheaper | 28% | 0.16% | Manning & Napier Advisors, LLC |
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