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 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 51% | 0.54% | Columbia Management Investment Advisers, LLC |
| 2 | Zacks Dividend Fund · ZDIVX, ZDIIX diff. adviser | 50% | 1.06% | Zacks Investment Management, Inc. |
| 3 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 47% | 0.08% | BlackRock Fund Advisors |
| 4 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX cheaper diff. adviser | 47% | 0.50% | Wilmington Funds Management Corporation |
| 5 | The Value Fund · CFVLX cheaper diff. adviser | 46% | 0.69% | Commerce Investment Advisors, Inc. |
| 6 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 46% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 46% | 0.04% | The Vanguard Group, Inc. |
| 8 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 46% | 0.28% | WisdomTree Asset Management, Inc. |
| 9 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper diff. adviser | 46% | 0.50% | Touchstone Advisors, Inc. |
| 10 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX cheaper | 45% | 0.64% | — |
| 11 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 45% | 0.52% | Invesco Capital Management LLC |
| 12 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 45% | 0.05% | The Vanguard Group, Inc. |
| 13 | Carillon Eagle Growth & Income Fund · HIGJX, HIGUX, HRCVX, HIGCX cheaper diff. adviser | 44% | 0.07% | Carillon Tower Advisers, Inc. |
| 14 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 43% | 0.20% | BlackRock Fund Advisors |
| 15 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 42% | 0.43% | Voya Investments, LLC |
| 16 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 42% | 1.09% | — |
| 17 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 42% | 0.04% | The Vanguard Group, Inc. |
| 18 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 41% | 0.28% | WisdomTree Asset Management, Inc. |
| 19 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 41% | 0.98% | HORIZON INVESTMENTS LLC. |
| 20 | Impact Shares Women's Empowerment ETF · WOMN cheaper diff. adviser | 41% | 0.75% | Tidal Investments LLC |
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