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 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper diff. adviser | 35% | 0.30% | UBS Asset Management (Americas) LLC |
| 2 | Alger Growth & Income Portfolio · AIGOX diff. adviser | 33% | 0.85% | Fred Alger Management, Inc. |
| 3 | Bahl & Gaynor Income Growth ETF · BGIG cheaper diff. adviser | 33% | 0.45% | BAHL & GAYNOR, INC. |
| 4 | Hodges Blue Chip Equity Income Fund diff. adviser | 32% | 1.30% | Hodges Capital Management, Inc. |
| 5 | Nuveen Dividend Growth ETF · NDVG diff. adviser | 32% | 0.65% | Nuveen Fund Advisors, LLC |
| 6 | Nuveen Dividend Growth Fund · NSBAX, NSBCX, NSBRX, NSBFX, NUDG | 32% | 0.61% | — |
| 7 | ALGER GROWTH & INCOME FUND · ALBAX, ALBCX, AGIZX diff. adviser | 31% | 0.62% | Fred Alger Management, Inc. |
| 8 | Carillon Eagle Growth & Income Fund · HIGJX, HIGUX, HRCVX, HIGCX cheaper | 31% | 0.07% | Carillon Tower Advisers, Inc. |
| 9 | Eaton Vance Dividend Builder Fund · EVTMX, ECTMX, EIUTX diff. adviser | 31% | 0.74% | Boston Management and Research |
| 10 | Dividend Growth Portfolio diff. adviser | 31% | 0.99% | Lord, Abbett & Co. LLC |
| 11 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 31% | 0.89% | Charles Schwab Investment Management, Inc. |
| 12 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 31% | 0.04% | The Vanguard Group, Inc. |
| 13 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX diff. adviser | 31% | 0.59% | Lord, Abbett & Co. LLC |
| 14 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 31% | 0.54% | Columbia Management Investment Advisers, LLC |
| 15 | Neiman Large Cap Value Fund · NEIMX, NEAMX diff. adviser | 31% | 1.30% | NEIMAN FUNDS MANAGEMENT LLC |
| 16 | Franklin Rising Dividends VIP Fund diff. adviser | 30% | 0.63% | Franklin Advisers, Inc. |
| 17 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX cheaper diff. adviser | 30% | 0.52% | Franklin Advisers, Inc. |
| 18 | EQ/Franklin Rising Dividends Portfolio diff. adviser | 30% | 0.62% | Equitable Investment Management Group, LLC |
| 19 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 30% | 0.52% | Invesco Capital Management LLC |
| 20 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX cheaper diff. adviser | 29% | 0.50% | Wilmington Funds Management Corporation |
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