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 | Dearborn Partners Rising Dividend Fund · DRDAX, DRDCX, DRDIX diff. adviser | 26% | 0.95% | Dearborn Partners L.L.C. |
| 2 | American Resilience Portfolio · MSBWX, MSBVX, MSBQX, MSCUX cheaper diff. adviser | 22% | 0.65% | Morgan Stanley Investment Management Inc. |
| 3 | Siren DIVCON Dividend Defender ETF · DFND diff. adviser | 22% | 1.75% | SRN Advisors LLC |
| 4 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper diff. adviser | 22% | 0.22% | Wellington Management Company LLP |
| 5 | Running Oak Efficient Growth ETF · RUNN cheaper diff. adviser | 21% | 0.58% | Running Oak Capital LLC |
| 6 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX cheaper diff. adviser | 21% | 0.51% | Hartford Funds Management Company, LLC |
| 7 | AdvisorShares Focused Equity ETF · CWS cheaper diff. adviser | 21% | 0.65% | AdvisorShares Investments, LLC |
| 8 | Brighthouse/Wellington Core Equity Opportunities Portfolio cheaper diff. adviser | 21% | 0.62% | Brighthouse Investment Advisers, LLC |
| 9 | Value Line Select Growth Fund, Inc. · VALSX, VILSX diff. adviser | 20% | 0.89% | EULAV Asset Management |
| 10 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 20% | 0.04% | The Vanguard Group, Inc. |
| 11 | T. Rowe Price Capital Appreciation Premium Income ETF · TCAL cheaper diff. adviser | 20% | 0.34% | T. Rowe Price Associates, Inc. |
| 12 | Strive 1000 Dividend Growth ETF · STXD cheaper diff. adviser | 20% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 13 | Guinness Atkinson Global Innovators Fund · IWIRX, GINNX diff. adviser | 20% | 0.99% | Guinness Atkinson Asset Management, Inc. |
| 14 | Jensen Quality Growth ETF · JGRW cheaper | 20% | 0.57% | — |
| 15 | BNY Mellon Global Stock Fund · DGLAX, DGLCX, DGLRX, DGLYX diff. adviser | 19% | 0.90% | BNY Mellon Investment Adviser, Inc. |
| 16 | Franklin Dividend Growth ETF cheaper | 19% | 0.49% | — |
| 17 | Advisors Capital Total Return - Equity Fund · ACUSX diff. adviser | 19% | 1.87% | AC FUNDS LLC |
| 18 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 19% | 0.52% | Invesco Capital Management LLC |
| 19 | Calvert Equity Fund · CSIEX, CSECX, CEYIX, CEYRX cheaper diff. adviser | 19% | 0.59% | Calvert Research and Management |
| 20 | The Jensen Quality Growth Fund Inc · JENSX, JENIX, JENRX, JENYX cheaper diff. adviser | 18% | 0.53% | JENSEN INVESTMENT MANAGEMENT, INC. |
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