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 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX diff. adviser | 46% | 1.58% | Donoghue Forlines LLC |
| 2 | Donoghue Forlines Dividend VIT Fund diff. adviser | 46% | 2.00% | Donoghue Forlines LLC |
| 3 | Franklin U.S. Dividend Booster Index ETF · XUDV cheaper diff. adviser | 44% | 0.09% | Franklin Advisory Services, LLC |
| 4 | Invesco S&P 500 High Dividend Low Volatility ETF · SPHD cheaper diff. adviser | 42% | 0.30% | Invesco Capital Management LLC |
| 5 | State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF · SPYD cheaper diff. adviser | 41% | 0.07% | SSGA Funds Management, Inc. |
| 6 | First Trust Morningstar Dividend Leaders Index Fund · FDL diff. adviser | 41% | 0.43% | First Trust Advisors L.P. |
| 7 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper diff. adviser | 37% | 0.35% | Victory Capital Management Inc. |
| 8 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper diff. adviser | 37% | 0.35% | Victory Capital Management Inc. |
| 9 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ diff. adviser | 37% | 0.50% | First Trust Advisors L.P. |
| 10 | CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND diff. adviser | 36% | 0.94% | Cantor Fitzgerald Investment Advisors, LP |
| 11 | iShares Select Dividend ETF · DVY diff. adviser | 35% | 0.38% | BlackRock Fund Advisors |
| 12 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 35% | 0.06% | Charles Schwab Investment Management, Inc. |
| 13 | WisdomTree U.S. High Dividend Fund · DHS diff. adviser | 34% | 0.38% | WisdomTree Asset Management, Inc. |
| 14 | Pacer S&P 500 Quality FCF High Dividend ETF · QFHD | 34% | 0.49% | — |
| 15 | Brookstone Dividend Stock ETF diff. adviser | 33% | 0.89% | Brookstone Asset Management, LLC |
| 16 | AAM S&P 500 High Dividend Value ETF · SPDV cheaper diff. adviser | 32% | 0.29% | ADVISORS ASSET MANAGEMENT, INC. |
| 17 | Archer Dividend Growth Fund · ARDGX diff. adviser | 32% | 0.99% | Archer Investment Corp. |
| 18 | Federated Hermes U.S. Strategic Dividend ETF · FDV diff. adviser | 32% | 0.50% | Federated Advisory Services Company, FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA |
| 19 | Integrity Dividend Harvest Fund · IDIVX, IDHIX, IDHCX diff. adviser | 32% | 0.70% | Viking Fund Management, LLC |
| 20 | Invesco S&P 500 High Dividend Growers ETF diff. adviser | 31% | 0.39% | Invesco Capital Management LLC |
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