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 | ProShares S&P 500 Dividend Aristocrats ETF · NOBL | 58% | 0.35% | PROSHARE ADVISORS LLC |
| 2 | FT Vest S&P 500 Dividend Aristocrats Target Income ETF · KNG diff. adviser | 57% | 0.74% | First Trust Advisors L.P. |
| 3 | Vest S&P 500 Dividend Aristocrats Target Income Fund · KNGAX, KNGCX, KNGLX, KNGIX, KNGYX, KNGRX diff. adviser | 55% | 0.49% | VEST FINANCIAL LLC |
| 4 | VictoryShares Dividend Accelerator ETF · VSDA diff. adviser | 52% | 0.35% | Victory Capital Management Inc. |
| 5 | Xtrackers S&P Dividend Aristocrats Screened ETF · SNPD cheaper diff. adviser | 42% | 0.15% | DBX Advisors LLC |
| 6 | State Street(R) SPDR(R) S&P(R) Dividend ETF · SDY diff. adviser | 40% | 0.35% | SSGA Funds Management, Inc. |
| 7 | MP 63 Fund · DRIPX diff. adviser | 22% | 0.72% | Moneypaper Advisor, Inc. |
| 8 | Global X S&P 500 Quality Dividend ETF · QDIV cheaper diff. adviser | 22% | 0.20% | Global X Management Company LLC |
| 9 | Invesco S&P 500 Equal Weight Consumer Staples ETF · RSPS diff. adviser | 21% | 0.40% | Invesco Capital Management LLC |
| 10 | MarketDesk Focused U.S. Dividend ETF · FDIV | 19% | 0.65% | — |
| 11 | Franklin U.S. Low Volatility High Dividend Index ETF · LVHD cheaper diff. adviser | 19% | 0.27% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 12 | First Trust Capital Strength Portfolio diff. adviser | 18% | 0.85% | First Trust Advisors L.P. |
| 13 | First Trust Capital Strength ETF · FTCS diff. adviser | 18% | 0.52% | First Trust Advisors L.P. |
| 14 | First Trust Capital Strength Hedged Equity Portfolio diff. adviser | 18% | 1.25% | First Trust Advisors L.P. |
| 15 | Large Cap Value Fund diff. adviser | 18% | 0.63% | Madison Asset Management, LLC |
| 16 | Madison Dividend Income Fund · BHBFX, MADAX, MDMIX, MADRX diff. adviser | 18% | 0.90% | Madison Asset Management, LLC |
| 17 | American Century U.S. Quality Value ETF · VALQ cheaper | 18% | 0.29% | — |
| 18 | Invesco High Yield Equity Dividend AchieversTM ETF · PEY diff. adviser | 18% | 0.54% | Invesco Capital Management LLC |
| 19 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL | 18% | 0.40% | PROSHARE ADVISORS LLC |
| 20 | First Trust Horizon Managed Volatility Domestic ETF · HUSV diff. adviser | 18% | 0.70% | First Trust Advisors L.P. |
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