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 | 53% | 0.07% | SSGA Funds Management, Inc. |
| 2 | ALPS Sector Dividend Dogs ETF · SDOG diff. adviser | 42% | 0.36% | ALPS Advisors, Inc. |
| 3 | Brookstone Dividend Stock ETF diff. adviser | 41% | 0.89% | Brookstone Asset Management, LLC |
| 4 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX diff. adviser | 39% | 1.58% | Donoghue Forlines LLC |
| 5 | Donoghue Forlines Dividend VIT Fund diff. adviser | 39% | 2.00% | Donoghue Forlines LLC |
| 6 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL diff. adviser | 38% | 0.35% | Victory Capital Management Inc. |
| 7 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC diff. adviser | 38% | 0.35% | Victory Capital Management Inc. |
| 8 | Pacer S&P 500 Quality FCF High Dividend ETF · QFHD | 37% | 0.49% | — |
| 9 | Invesco S&P 500 High Dividend Growers ETF | 36% | 0.39% | Invesco Capital Management LLC |
| 10 | Invesco S&P Ultra Dividend Revenue ETF · RDIV | 36% | 0.39% | Invesco Capital Management LLC |
| 11 | First Trust Morningstar Dividend Leaders Index Fund · FDL diff. adviser | 35% | 0.43% | First Trust Advisors L.P. |
| 12 | iShares Select Dividend ETF · DVY diff. adviser | 35% | 0.38% | BlackRock Fund Advisors |
| 13 | Franklin U.S. Dividend Booster Index ETF · XUDV cheaper diff. adviser | 35% | 0.09% | Franklin Advisory Services, LLC |
| 14 | WisdomTree U.S. High Dividend Fund · DHS diff. adviser | 31% | 0.38% | WisdomTree Asset Management, Inc. |
| 15 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ diff. adviser | 31% | 0.50% | First Trust Advisors L.P. |
| 16 | Invesco High Yield Equity Dividend AchieversTM ETF · PEY | 31% | 0.54% | Invesco Capital Management LLC |
| 17 | Archer Dividend Growth Fund · ARDGX diff. adviser | 29% | 0.99% | Archer Investment Corp. |
| 18 | Franklin U.S. Low Volatility High Dividend Index ETF · LVHD cheaper diff. adviser | 28% | 0.27% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | DEAN EQUITY INCOME FUND · DAEIX diff. adviser | 25% | 0.70% | Dean Investment Associates, LLC |
| 20 | WBI Power Factor High Dividend ETF · WBIY diff. adviser | 25% | 0.97% | Millington Securities LLC |
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