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 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX diff. adviser | 13% | 0.70% | Columbia Management Investment Advisers, LLC |
| 2 | Columbia Variable Portfolio - Dividend Opportunity Fund diff. adviser | 12% | 0.73% | Columbia Management Investment Advisers, LLC |
| 3 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper diff. adviser | 11% | 0.35% | Victory Capital Management Inc. |
| 4 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper diff. adviser | 11% | 0.35% | Victory Capital Management Inc. |
| 5 | NYLI VP Epoch U.S. Equity Yield Portfolio diff. adviser | 11% | 0.68% | New York Life Investment Management LLC |
| 6 | NYLI Epoch U.S. Equity Yield Fund · EPLIX, EPLPX, EPLKX, EPLCX, EPLDX, EPLMX diff. adviser | 11% | 0.73% | New York Life Investment Management LLC |
| 7 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX cheaper diff. adviser | 11% | 0.50% | Wilmington Funds Management Corporation |
| 8 | Integrity Dividend Harvest Fund · IDIVX, IDHIX, IDHCX diff. adviser | 11% | 0.70% | Viking Fund Management, LLC |
| 9 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX cheaper diff. adviser | 10% | 0.15% | DBX Advisors LLC |
| 10 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 10% | 0.48% | Voya Investments, LLC |
| 11 | NYLI Epoch Global Equity Yield Fund · EPSPX, EPSKX, EPSYX, EPSIX, EPSRX diff. adviser | 10% | 0.74% | New York Life Investment Management LLC |
| 12 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 10% | 0.28% | WisdomTree Asset Management, Inc. |
| 13 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 10% | 0.04% | The Vanguard Group, Inc. |
| 14 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 10% | 0.28% | WisdomTree Asset Management, Inc. |
| 15 | Hennessy Cornerstone Value Fund · HFCVX, HICVX diff. adviser | 10% | 0.99% | Hennessy Advisors Inc. |
| 16 | Columbia Flexible Capital Income Fund · CFIAX, CFIGX, CFIZX, CFXRX, CFCYX, CFILX diff. adviser | 10% | 0.79% | Columbia Management Investment Advisers, LLC |
| 17 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 10% | 0.05% | The Vanguard Group, Inc. |
| 18 | Global Shareholder Yield Fund · JGYIX, JGYAX, JGYCX, JGRSX, JGSRX diff. adviser | 10% | 0.74% | John Hancock Investment Management LLC |
| 19 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 10% | 0.05% | BlackRock Fund Advisors |
| 20 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 10% | 0.03% | The Vanguard Group, Inc. |
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