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 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 27% | 0.12% | Principal Global Investors, LLC |
| 2 | Union Street Partners Value Fund · USPVX, USPCX, USPFX diff. adviser | 27% | 1.15% | Union Street Partners, LLC |
| 3 | WP Large Cap Income Plus Fund · WPLCX diff. adviser | 27% | 2.21% | WINNING POINTS ADVISORS, LLC |
| 4 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 27% | 0.20% | BlackRock Fund Advisors |
| 5 | Amplify CWP Enhanced Dividend Income ETF · DIVO cheaper | 26% | 0.56% | — |
| 6 | iShares U.S. Financial Services ETF · IYG cheaper diff. adviser | 26% | 0.38% | BlackRock Fund Advisors |
| 7 | Cullen High Dividend Equity Fund · CHDEX, CHVCX, CHDVX, CHDRX, CHDPX cheaper diff. adviser | 26% | 0.75% | Cullen Capital Management, LLC |
| 8 | Boston Trust Equity Fund · BTEFX cheaper diff. adviser | 26% | 0.83% | Boston Trust Walden Inc. |
| 9 | Nuveen Dow 30SM Dynamic Overwrite Fund | 26% | — | — |
| 10 | Relative Strength Managed Volatility Strategy ETF · RSMV diff. adviser | 26% | 0.95% | Teucrium Investment Advisors, LLC |
| 11 | Bretton Fund · BRTNX diff. adviser | 26% | 1.35% | BRETTON CAPITAL MANAGEMENT LLC |
| 12 | State Street(R) Financial Select Sector SPDR(R) ETF · XLF cheaper diff. adviser | 25% | 0.08% | SSGA Funds Management, Inc. |
| 13 | PROFUND VP FINANCIALS diff. adviser | 25% | 1.68% | ProFund Advisors LLC |
| 14 | JNL/Mellon Financial Sector Fund cheaper diff. adviser | 25% | 0.29% | Jackson National Asset Management, LLC |
| 15 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 25% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 16 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 25% | 0.89% | Charles Schwab Investment Management, Inc. |
| 17 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 25% | — | — |
| 18 | First Trust Dow 30 Equal Weight ETF · EDOW cheaper diff. adviser | 25% | 0.50% | First Trust Advisors L.P. |
| 19 | JNL/Mellon Dow Index Fund cheaper diff. adviser | 24% | 0.30% | Jackson National Asset Management, LLC |
| 20 | Franklin Rising Dividends VIP Fund cheaper diff. adviser | 24% | 0.63% | Franklin Advisers, Inc. |
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