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 | Relative Strength Managed Volatility Strategy ETF · RSMV diff. adviser | 23% | 0.95% | Teucrium Investment Advisors, LLC |
| 2 | Core Alternative ETF · CCOR diff. adviser | 23% | 1.29% | Core Alternative Capital LLC |
| 3 | Morgan Dempsey Large Cap Value ETF · MDLV diff. adviser | 23% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 4 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 22% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 5 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 20% | 0.89% | Charles Schwab Investment Management, Inc. |
| 6 | First Trust Dow 30 Equal Weight ETF · EDOW cheaper diff. adviser | 19% | 0.50% | First Trust Advisors L.P. |
| 7 | Amplify CWP Enhanced Dividend Income ETF · DIVO cheaper | 19% | 0.56% | — |
| 8 | GQG Partners US Quality Value Fund · GQHPX, GQHIX cheaper diff. adviser | 19% | 0.49% | GQG Partners LLC |
| 9 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 19% | 0.54% | Columbia Management Investment Advisers, LLC |
| 10 | SEI Enhanced Low Volatility U.S. Large Cap ETF · SELV cheaper diff. adviser | 19% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | DF Tactical 30 ETF | 18% | 0.70% | — |
| 12 | Neiman Large Cap Value Fund · NEIMX, NEAMX diff. adviser | 18% | 1.30% | NEIMAN FUNDS MANAGEMENT LLC |
| 13 | Eaton Vance Dividend Builder Fund · EVTMX, ECTMX, EIUTX diff. adviser | 18% | 0.74% | Boston Management and Research |
| 14 | PeakShares RMR Prime Equity ETF | 18% | 1.05% | — |
| 15 | ETC 6 Meridian Mega Cap Equity ETF · SIXA cheaper diff. adviser | 18% | 0.46% | Exchange Traded Concepts, LLC |
| 16 | GQG US Equity ETF · GQGU cheaper | 17% | 0.49% | — |
| 17 | The Value Fund · CFVLX diff. adviser | 17% | 0.69% | Commerce Investment Advisors, Inc. |
| 18 | GQG PARTNERS US SELECT QUALITY EQUITY FUND · GQERX, GQEIX, GQEPX cheaper diff. adviser | 17% | 0.49% | GQG Partners LLC |
| 19 | Goldman Sachs Variable Insurance Trust Large Cap Value Fund diff. adviser | 17% | 0.70% | Goldman Sachs Asset Management, L.P. |
| 20 | Goldman Sachs Large Cap Value Fund · GSLIX, GSVSX, GSLAX, GSVCX, GSVRX, GSVTX, GSVUX, GMYPX diff. adviser | 17% | 0.69% | Goldman Sachs Asset Management, L.P. |
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