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 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ diff. adviser | 53% | 0.50% | First Trust Advisors L.P. |
| 2 | iShares Core Dividend ETF · DIVB diff. adviser | 53% | 0.05% | BlackRock Fund Advisors |
| 3 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 43% | 0.04% | The Vanguard Group, Inc. |
| 4 | Horizon Dividend Income ETF · DIVN diff. adviser | 41% | 0.70% | HORIZON INVESTMENTS LLC. |
| 5 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 39% | 0.04% | Charles Schwab Investment Management, Inc. |
| 6 | Strive 1000 Value ETF · STXV diff. adviser | 37% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | iShares Core Dividend Growth ETF · DGRO diff. adviser | 37% | 0.08% | BlackRock Fund Advisors |
| 8 | WisdomTree U.S. Total Dividend Fund · DTD diff. adviser | 37% | 0.28% | WisdomTree Asset Management, Inc. |
| 9 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 36% | 0.03% | The Vanguard Group, Inc. |
| 10 | WisdomTree U.S. LargeCap Dividend Fund · DLN diff. adviser | 35% | 0.28% | WisdomTree Asset Management, Inc. |
| 11 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 35% | 0.52% | Invesco Capital Management LLC |
| 12 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV diff. adviser | 35% | 0.05% | The Vanguard Group, Inc. |
| 13 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF · SPYV cheaper | 35% | 0.04% | SSGA Funds Management, Inc. |
| 14 | iShares Core S&P U.S. Value ETF · IUSV cheaper diff. adviser | 34% | 0.04% | BlackRock Fund Advisors |
| 15 | iShares S&P 500 Value ETF · IVE diff. adviser | 34% | 0.18% | BlackRock Fund Advisors |
| 16 | SA Large Cap Value Index Portfolio diff. adviser | 34% | 0.35% | SunAmerica Asset Management, LLC |
| 17 | Impact Shares Women's Empowerment ETF · WOMN diff. adviser | 34% | 0.75% | Tidal Investments LLC |
| 18 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS diff. adviser | 33% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 19 | EQ/Large Cap Value Index Portfolio diff. adviser | 33% | 0.49% | Equitable Investment Management Group, LLC |
| 20 | Schwab U.S. Large-Cap Value Index Fund · SWLVX cheaper diff. adviser | 33% | 0.03% | Charles Schwab Investment Management, Inc. |
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