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 | Tandem Fund · TANDX diff. adviser | 21% | 0.66% | CASTLE INVESTMENT MANAGEMENT, LLC |
| 2 | Principal Quality ETF · PSET cheaper diff. adviser | 18% | 0.15% | Principal Global Investors, LLC |
| 3 | Invesco S&P 500 Equal Weight Industrials ETF · RSPN cheaper diff. adviser | 17% | 0.40% | Invesco Capital Management LLC |
| 4 | FT Vest Growth Strength & Target Income ETF · FGSI diff. adviser | 16% | 0.85% | First Trust Advisors L.P. |
| 5 | iShares U.S. Industrials ETF · IYJ cheaper diff. adviser | 16% | 0.38% | BlackRock Fund Advisors |
| 6 | Crossmark Large Cap Value ETF cheaper diff. adviser | 15% | 0.50% | Crossmark Global Investments, Inc. |
| 7 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 15% | 0.22% | Wellington Management Company LLP |
| 8 | Value Line Select Growth Fund, Inc. · VALSX, VILSX diff. adviser | 15% | 0.89% | EULAV Asset Management |
| 9 | VANGUARD INDUSTRIALS INDEX FUND · VINAX, VIS cheaper diff. adviser | 15% | 0.09% | The Vanguard Group, Inc. |
| 10 | PROFUND VP INDUSTRIALS diff. adviser | 15% | 1.68% | ProFund Advisors LLC |
| 11 | Prospector Opportunity Fund · POPFX diff. adviser | 15% | 1.16% | Prospector Partners Asset Management, LLC |
| 12 | Boston Trust Equity Fund · BTEFX diff. adviser | 15% | 0.83% | Boston Trust Walden Inc. |
| 13 | VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND · VADGX cheaper diff. adviser | 15% | 0.36% | Wellington Management Company LLP |
| 14 | T. Rowe Price Capital Appreciation Premium Income ETF · TCAL cheaper diff. adviser | 15% | 0.34% | T. Rowe Price Associates, Inc. |
| 15 | JOHNSON EQUITY INCOME FUND · JEQIX diff. adviser | 14% | 0.75% | Johnson Investment Counsel, Inc. |
| 16 | First Trust Horizon Managed Volatility Domestic ETF · HUSV diff. adviser | 14% | 0.70% | First Trust Advisors L.P. |
| 17 | Distillate U.S. Fundamental Stability & Value ETF · DSTL cheaper | 14% | 0.39% | — |
| 18 | INDUSTRIALS ULTRASECTOR PROFUND · IDPIX, IDPSX diff. adviser | 13% | 1.78% | ProFund Advisors LLC |
| 19 | Select Industrials Portfolio · FCYIX diff. adviser | 13% | 0.69% | Fidelity Management & Research Company LLC |
| 20 | Dearborn Partners Rising Dividend Fund · DRDAX, DRDCX, DRDIX diff. adviser | 13% | 0.95% | Dearborn Partners L.L.C. |
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