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 | State Street(R) SPDR(R) S&P(R) Dividend ETF · SDY diff. adviser | 66% | 0.35% | SSGA Funds Management, Inc. |
| 2 | ProShares S&P 500 Dividend Aristocrats ETF · NOBL diff. adviser | 50% | 0.35% | PROSHARE ADVISORS LLC |
| 3 | FT Vest S&P 500 Dividend Aristocrats Target Income ETF · KNG diff. adviser | 50% | 0.74% | First Trust Advisors L.P. |
| 4 | Vest S&P 500 Dividend Aristocrats Target Income Fund · KNGAX, KNGCX, KNGLX, KNGIX, KNGYX, KNGRX diff. adviser | 46% | 0.49% | VEST FINANCIAL LLC |
| 5 | ProShares Russell U.S. Dividend Growers ETF · TMDV diff. adviser | 42% | 0.35% | PROSHARE ADVISORS LLC |
| 6 | VictoryShares Dividend Accelerator ETF · VSDA diff. adviser | 37% | 0.35% | Victory Capital Management Inc. |
| 7 | Invesco High Yield Equity Dividend AchieversTM ETF · PEY diff. adviser | 27% | 0.54% | Invesco Capital Management LLC |
| 8 | First Trust Value Line Dividend Index Fund · FVD diff. adviser | 24% | 0.61% | First Trust Advisors L.P. |
| 9 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ diff. adviser | 23% | 0.50% | First Trust Advisors L.P. |
| 10 | MP 63 Fund · DRIPX diff. adviser | 22% | 0.72% | Moneypaper Advisor, Inc. |
| 11 | State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF · SPYD cheaper diff. adviser | 22% | 0.07% | SSGA Funds Management, Inc. |
| 12 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 22% | 0.08% | BlackRock Fund Advisors |
| 13 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 21% | 0.52% | Invesco Capital Management LLC |
| 14 | State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF · LGLV cheaper diff. adviser | 21% | 0.12% | SSGA Funds Management, Inc. |
| 15 | American Century U.S. Quality Value ETF · VALQ | 21% | 0.29% | — |
| 16 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL diff. adviser | 21% | 0.35% | Victory Capital Management Inc. |
| 17 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 21% | 0.04% | The Vanguard Group, Inc. |
| 18 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC diff. adviser | 20% | 0.35% | Victory Capital Management Inc. |
| 19 | Parametric Equity Premium Income ETF · PAPI | 20% | 0.29% | — |
| 20 | Pacer S&P 500 Quality FCF High Dividend ETF · QFHD | 20% | 0.49% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.