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 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 66% | 0.04% | The Vanguard Group, Inc. |
| 2 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 60% | 0.52% | Invesco Capital Management LLC |
| 3 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 51% | 0.08% | BlackRock Fund Advisors |
| 4 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 45% | 0.05% | The Vanguard Group, Inc. |
| 5 | Franklin Rising Dividends VIP Fund diff. adviser | 44% | 0.63% | Franklin Advisers, Inc. |
| 6 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX diff. adviser | 44% | 0.52% | Franklin Advisers, Inc. |
| 7 | EQ/Franklin Rising Dividends Portfolio diff. adviser | 44% | 0.62% | Equitable Investment Management Group, LLC |
| 8 | Dividend Growth Portfolio diff. adviser | 41% | 0.67% | Pacific Life Fund Advisors LLC |
| 9 | T. Rowe Price Dividend Growth ETF · TDVG diff. adviser | 41% | 0.50% | T. Rowe Price Associates, Inc. |
| 10 | T. Rowe Price Dividend Growth Fund, Inc. · PRDGX, TADGX, PDGIX, TRZDX cheaper diff. adviser | 41% | 0.00% | T. Rowe Price Associates, Inc. |
| 11 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 41% | 0.04% | The Vanguard Group, Inc. |
| 12 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 40% | 0.28% | WisdomTree Asset Management, Inc. |
| 13 | Dimensional US High Profitability ETF · DUHP cheaper diff. adviser | 40% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 14 | U.S. Large Cap Growth Portfolio cheaper diff. adviser | 40% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 15 | Defiance Large Cap ex-Mag 7 ETF · XMAG | 40% | 0.35% | — |
| 16 | NYLI VP Dimensional U.S. Equity Portfolio diff. adviser | 40% | 0.54% | New York Life Investment Management LLC |
| 17 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX diff. adviser | 39% | 0.51% | Hartford Funds Management Company, LLC |
| 18 | Brighthouse/Wellington Core Equity Opportunities Portfolio diff. adviser | 39% | 0.62% | Brighthouse Investment Advisers, LLC |
| 19 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 39% | 0.98% | HORIZON INVESTMENTS LLC. |
| 20 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 38% | 1.09% | — |
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