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 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX cheaper | 37% | 0.64% | — |
| 2 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper diff. adviser | 36% | 0.50% | Touchstone Advisors, Inc. |
| 3 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 35% | 0.25% | Invesco Capital Management LLC |
| 4 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 33% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 5 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 32% | 0.48% | Voya Investments, LLC |
| 6 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 32% | 0.28% | WisdomTree Asset Management, Inc. |
| 7 | Fidelity High Dividend ETF · FDVV cheaper diff. adviser | 31% | 0.15% | Fidelity Management & Research Company LLC |
| 8 | First Trust Dow 30 Equal Weight ETF · EDOW cheaper diff. adviser | 31% | 0.50% | First Trust Advisors L.P. |
| 9 | Fidelity Dividend ETF for Rising Rates · FDRR cheaper diff. adviser | 30% | 0.15% | Fidelity Management & Research Company LLC |
| 10 | PIMCO RAFI ESG U.S. ETF · RAFE cheaper diff. adviser | 30% | 0.29% | Pacific Investment Management Company LLC |
| 11 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 30% | 0.52% | Invesco Capital Management LLC |
| 12 | Hennessy Cornerstone Value Fund · HFCVX, HICVX cheaper diff. adviser | 30% | 0.99% | Hennessy Advisors Inc. |
| 13 | NYLI Epoch U.S. Equity Yield Fund · EPLIX, EPLPX, EPLKX, EPLCX, EPLDX, EPLMX cheaper diff. adviser | 30% | 0.73% | New York Life Investment Management LLC |
| 14 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 30% | 0.28% | WisdomTree Asset Management, Inc. |
| 15 | NYLI VP Epoch U.S. Equity Yield Portfolio cheaper diff. adviser | 30% | 0.68% | New York Life Investment Management LLC |
| 16 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX cheaper diff. adviser | 30% | 0.15% | DBX Advisors LLC |
| 17 | First Trust S&P 500 Diversified Dividend Aristocrats ETF · KNGZ cheaper diff. adviser | 29% | 0.50% | First Trust Advisors L.P. |
| 18 | WisdomTree U.S. Quality Dividend Growth Fund · DGRW cheaper diff. adviser | 29% | 0.28% | WisdomTree Asset Management, Inc. |
| 19 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX cheaper diff. adviser | 29% | 0.98% | HORIZON INVESTMENTS LLC. |
| 20 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 28% | 0.05% | BlackRock Fund Advisors |
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