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 | Timothy Plan High Dividend Stock ETF · TPHD | 74% | 0.52% | Timothy Partners Ltd. |
| 2 | Timothy Plan US Large/Mid Cap Core Enhanced ETF · TPLE | 40% | 0.52% | Timothy Partners Ltd. |
| 3 | Timothy Plan US Large/Mid Cap Core ETF · TPLC | 39% | 0.52% | Timothy Partners Ltd. |
| 4 | First Trust Alerian U.S. NextGen Infrastructure ETF · RBLD | 34% | 0.65% | — |
| 5 | Point Bridge America First ETF · MAGA diff. adviser | 29% | 0.72% | Point Bridge Capital, LLC |
| 6 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC cheaper diff. adviser | 29% | 0.35% | Victory Capital Management Inc. |
| 7 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL cheaper diff. adviser | 29% | 0.35% | Victory Capital Management Inc. |
| 8 | First Trust Dividend Strength ETF · FTDS diff. adviser | 27% | 0.70% | First Trust Advisors L.P. |
| 9 | Invesco S&P 500 Low Volatility ETF · SPLV cheaper diff. adviser | 27% | 0.25% | Invesco Capital Management LLC |
| 10 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper diff. adviser | 27% | 0.05% | The Vanguard Group, Inc. |
| 11 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF · ONEY cheaper diff. adviser | 26% | 0.20% | SSGA Funds Management, Inc. |
| 12 | Invesco S&P 500 High Dividend Growers ETF cheaper diff. adviser | 25% | 0.39% | Invesco Capital Management LLC |
| 13 | iShares Morningstar Mid-Cap Value ETF · IMCV cheaper diff. adviser | 25% | 0.06% | BlackRock Fund Advisors |
| 14 | State Street(R) SPDR(R) S&P(R) Dividend ETF · SDY cheaper diff. adviser | 25% | 0.35% | SSGA Funds Management, Inc. |
| 15 | iShares U.S. Infrastructure ETF · IFRA cheaper diff. adviser | 24% | 0.30% | BlackRock Fund Advisors |
| 16 | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF · XRLV cheaper diff. adviser | 23% | 0.25% | Invesco Capital Management LLC |
| 17 | Parametric Equity Premium Income ETF · PAPI cheaper | 23% | 0.29% | — |
| 18 | Parametric Dividend Income Fund · EAPDX, EIPDX cheaper diff. adviser | 23% | 0.41% | Eaton Vance Management |
| 19 | Victory US Enhanced Vol Wtd Index · CUHAX, CUHCX, CUHIX diff. adviser | 22% | 0.76% | Victory Capital Management Inc. |
| 20 | DNP Select Income Fund Inc | 22% | — | — |
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