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 | Hennessy Cornerstone Large Growth Fund · HFLGX, HILGX diff. adviser | 29% | 1.00% | Hennessy Advisors Inc. |
| 2 | Horizon Dividend Income ETF · DIVN diff. adviser | 28% | 0.70% | HORIZON INVESTMENTS LLC. |
| 3 | American Century U.S. Quality Value ETF · VALQ cheaper | 26% | 0.29% | — |
| 4 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX cheaper diff. adviser | 26% | 0.31% | AQR Capital Management, LLc |
| 5 | JNL/AQR Large Cap Defensive Style Fund cheaper diff. adviser | 25% | 0.56% | Jackson National Asset Management, LLC |
| 6 | Large Cap Value Fund diff. adviser | 25% | 0.63% | Madison Asset Management, LLC |
| 7 | Madison Dividend Income Fund · BHBFX, MADAX, MDMIX, MADRX diff. adviser | 25% | 0.90% | Madison Asset Management, LLC |
| 8 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 25% | 0.48% | Voya Investments, LLC |
| 9 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 24% | 0.25% | Invesco Capital Management LLC |
| 10 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 24% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 11 | First Trust S&P 500 Economic Moat ETF · EMOT | 24% | 0.60% | — |
| 12 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 24% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 13 | Global X S&P 500 Quality Dividend ETF · QDIV cheaper diff. adviser | 23% | 0.20% | Global X Management Company LLC |
| 14 | Themes US Cash Flow Champions ETF · LGCF cheaper | 23% | 0.29% | — |
| 15 | O'Shaughnessy Market Leaders Value Fund · OFVIX cheaper diff. adviser | 23% | 0.55% | OShaughnessy Asset Management LLC |
| 16 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 23% | 0.54% | Columbia Management Investment Advisers, LLC |
| 17 | MarketDesk Focused U.S. Dividend ETF · FDIV | 23% | 0.65% | — |
| 18 | Multi-Manager Value Strategies Fund · CZMVX diff. adviser | 22% | 0.61% | Columbia Management Investment Advisers, LLC |
| 19 | Coastal Compass 100 ETF · ROPE diff. adviser | 22% | 0.81% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 22% | 0.06% | Charles Schwab Investment Management, Inc. |
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