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 | PGIM Jennison Rising Dividend Fund · PJDAX, PJDCX, PJDZX, PJDQX | 31% | 0.99% | PGIM INVESTMENTS LLC |
| 2 | Wedbush LAFFER|TENGLER New Era Value ETF | 29% | 0.85% | — |
| 3 | LAFFER TENGLER Equity Income ETF · TGLR diff. adviser | 29% | 0.95% | Tuttle Capital Management, LLC |
| 4 | PGIM Jennison Value Fund · JDVRX, PBEAX, PEICX, PEIZX, PJVQX cheaper | 28% | 0.44% | PGIM INVESTMENTS LLC |
| 5 | PSF PGIM Jennison Value Portfolio cheaper | 27% | 0.42% | PGIM INVESTMENTS LLC |
| 6 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 24% | 0.04% | The Vanguard Group, Inc. |
| 7 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 24% | 0.52% | Invesco Capital Management LLC |
| 8 | Zacks Earnings Consistent Portfolio ETF · ZECP cheaper diff. adviser | 24% | 0.55% | Zacks Investment Management, Inc. |
| 9 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX cheaper diff. adviser | 24% | 0.50% | Wilmington Funds Management Corporation |
| 10 | PSF PGIM Jennison Blend Portfolio cheaper | 24% | 0.45% | PGIM INVESTMENTS LLC |
| 11 | RJ Eagle GCM Dividend Select Income ETF · RJDI cheaper diff. adviser | 24% | 0.55% | Carillon Tower Advisers, Inc. |
| 12 | Carillon Eagle Growth & Income Fund · HIGJX, HIGUX, HRCVX, HIGCX cheaper diff. adviser | 24% | 0.07% | Carillon Tower Advisers, Inc. |
| 13 | Motley Fool Momentum Factor ETF · MFMO cheaper | 23% | 0.50% | — |
| 14 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 23% | 1.09% | — |
| 15 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper diff. adviser | 22% | 0.30% | UBS Asset Management (Americas) LLC |
| 16 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 22% | 0.89% | Charles Schwab Investment Management, Inc. |
| 17 | Zacks Dividend Fund · ZDIVX, ZDIIX diff. adviser | 22% | 1.06% | Zacks Investment Management, Inc. |
| 18 | Bahl and Gaynor Income Growth Fund · AFNAX, AFYCX, AFNIX cheaper diff. adviser | 22% | 0.63% | BAHL & GAYNOR, INC. |
| 19 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 22% | 0.98% | HORIZON INVESTMENTS LLC. |
| 20 | The Value Fund · CFVLX cheaper diff. adviser | 21% | 0.69% | Commerce Investment Advisors, Inc. |
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