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) Portfolio S&P 500(R) High Dividend ETF · SPYD cheaper diff. adviser | 41% | 0.07% | SSGA Funds Management, Inc. |
| 2 | ALPS Sector Dividend Dogs ETF · SDOG diff. adviser | 32% | 0.36% | ALPS Advisors, Inc. |
| 3 | Pacer US Cash Cows 100 ETF · COWZ diff. adviser | 31% | 0.49% | Pacer Advisors, Inc. |
| 4 | Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF · QQWZ diff. adviser | 31% | 0.49% | Pacer Advisors, Inc. |
| 5 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX diff. adviser | 30% | 1.58% | Donoghue Forlines LLC |
| 6 | Donoghue Forlines Dividend VIT Fund diff. adviser | 30% | 2.00% | Donoghue Forlines LLC |
| 7 | First Trust S&P 500 Diversified Free Cash Flow ETF · FCFY diff. adviser | 30% | 0.60% | First Trust Advisors L.P. |
| 8 | iShares Select Dividend ETF · DVY diff. adviser | 29% | 0.38% | BlackRock Fund Advisors |
| 9 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 29% | 0.06% | Charles Schwab Investment Management, Inc. |
| 10 | WBI Power Factor High Dividend ETF · WBIY diff. adviser | 28% | 0.97% | Millington Securities LLC |
| 11 | Pacer S&P 500 Quality FCF High Dividend ETF · QFHD | 28% | 0.49% | — |
| 12 | Global X S&P 500 Quality Dividend ETF · QDIV cheaper diff. adviser | 28% | 0.20% | Global X Management Company LLC |
| 13 | CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND diff. adviser | 28% | 0.94% | Cantor Fitzgerald Investment Advisors, LP |
| 14 | LSV Value Equity Fund · LSVEX, LVAEX diff. adviser | 27% | 0.67% | LSV Asset Management |
| 15 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX diff. adviser | 27% | 0.70% | Columbia Management Investment Advisers, LLC |
| 16 | DWS CROCI(R) Equity Dividend Fund · KDHAX, KDHCX, KDHSX, KDHIX diff. adviser | 27% | 0.70% | DWS Investment Management Americas, Inc. |
| 17 | First Trust Morningstar Dividend Leaders Index Fund · FDL diff. adviser | 27% | 0.43% | First Trust Advisors L.P. |
| 18 | Cambria LargeCap Shareholder Yield ETF · LYLD diff. adviser | 27% | 0.59% | Cambria Investment Management, L.P. |
| 19 | Disciplined U.S. Value Equity Portfolio · GQLVX diff. adviser | 27% | 0.85% | Glenmede Investment Management LP |
| 20 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ diff. adviser | 26% | 0.50% | First Trust Advisors L.P. |
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