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 | ETC 6 Meridian Hedged Equity-Index Option Strategy ETF · SIXH | 96% | 0.69% | Exchange Traded Concepts, LLC |
| 2 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX diff. adviser | 41% | 0.48% | Voya Investments, LLC |
| 3 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 40% | 0.25% | Invesco Capital Management LLC |
| 4 | Edgar Lomax Value Fund · LOMAX diff. adviser | 36% | 0.69% | The Edgar Lomax Company |
| 5 | WisdomTree U.S. High Dividend Fund · DHS cheaper diff. adviser | 35% | 0.38% | WisdomTree Asset Management, Inc. |
| 6 | Hennessy Cornerstone Value Fund · HFCVX, HICVX diff. adviser | 35% | 0.99% | Hennessy Advisors Inc. |
| 7 | GQG Partners US Quality Value Fund · GQHPX, GQHIX diff. adviser | 34% | 0.49% | GQG Partners LLC |
| 8 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX cheaper diff. adviser | 34% | 0.15% | DBX Advisors LLC |
| 9 | VanEck Durable High Dividend ETF · DURA cheaper diff. adviser | 34% | 0.30% | Van Eck Associates Corporation |
| 10 | Zacks Dividend Fund · ZDIVX, ZDIIX diff. adviser | 33% | 1.06% | Zacks Investment Management, Inc. |
| 11 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND diff. adviser | 32% | 0.50% | Touchstone Advisors, Inc. |
| 12 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 31% | 0.28% | WisdomTree Asset Management, Inc. |
| 13 | GMO U.S. Value ETF · GMOV diff. adviser | 31% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 14 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 31% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 15 | SEI Enhanced Low Volatility U.S. Large Cap ETF · SELV cheaper diff. adviser | 31% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 16 | Nomura VIP Growth and Income Series diff. adviser | 30% | 0.68% | Macquarie Investment Management Business Trust |
| 17 | Nomura Growth and Income Fund · FGIPX, FGINX, FGIQX diff. adviser | 30% | 0.69% | Macquarie Investment Management Business Trust |
| 18 | Coastal Compass 100 ETF · ROPE diff. adviser | 30% | 0.81% | Empowered Funds, LLC d/b/a EA Advisers |
| 19 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 30% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | Horizon Dividend Income ETF · DIVN diff. adviser | 29% | 0.70% | HORIZON INVESTMENTS LLC. |
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