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 | Dividend Growth Portfolio diff. adviser | 91% | 0.67% | Pacific Life Fund Advisors LLC |
| 2 | T. Rowe Price Dividend Growth Fund, Inc. · PRDGX, TADGX, PDGIX, TRZDX cheaper | 90% | 0.00% | T. Rowe Price Associates, Inc. |
| 3 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 50% | 0.04% | The Vanguard Group, Inc. |
| 4 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 49% | 0.52% | Invesco Capital Management LLC |
| 5 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 46% | 0.98% | HORIZON INVESTMENTS LLC. |
| 6 | Invesco Rising Dividends Fund diff. adviser | 45% | 0.64% | Invesco Advisers, Inc. |
| 7 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX | 44% | 0.62% | — |
| 8 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 44% | 0.05% | The Vanguard Group, Inc. |
| 9 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 43% | 0.08% | BlackRock Fund Advisors |
| 10 | FT Vest Total Return Income Fund: Series A2 | 43% | — | — |
| 11 | FT Vest Total Return Income Fund: Series A3 | 43% | — | — |
| 12 | FT Vest Total Return Income Fund: Series A4 | 42% | — | — |
| 13 | Franklin Rising Dividends VIP Fund diff. adviser | 42% | 0.63% | Franklin Advisers, Inc. |
| 14 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX diff. adviser | 42% | 0.52% | Franklin Advisers, Inc. |
| 15 | EQ/Franklin Rising Dividends Portfolio diff. adviser | 42% | 0.62% | Equitable Investment Management Group, LLC |
| 16 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 42% | 0.28% | WisdomTree Asset Management, Inc. |
| 17 | T. Rowe Price Value ETF · TVAL cheaper | 42% | 0.33% | T. Rowe Price Associates, Inc. |
| 18 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX diff. adviser | 42% | 1.22% | AllianceBernstein L.P. |
| 19 | FT Vest Total Return Income Fund: Series B1 | 42% | — | — |
| 20 | FT Vest Hedged Equity Income Fund: Series A2 | 42% | — | — |
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