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 ETF Trust-Touchstone Dividend Select ETF · DVND cheaper | 72% | 0.50% | Touchstone Advisors, Inc. |
| 2 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper | 56% | 0.25% | Invesco Capital Management LLC |
| 3 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper | 54% | 0.28% | WisdomTree Asset Management, Inc. |
| 4 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper | 54% | 0.48% | Voya Investments, LLC |
| 5 | WisdomTree U.S. Total Dividend Fund · DTD cheaper | 50% | 0.28% | WisdomTree Asset Management, Inc. |
| 6 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper | 50% | 0.05% | The Vanguard Group, Inc. |
| 7 | Invesco Dividend AchieversTM ETF · PFM cheaper | 49% | 0.52% | Invesco Capital Management LLC |
| 8 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper | 47% | 0.04% | The Vanguard Group, Inc. |
| 9 | NYLI Epoch U.S. Equity Yield Fund · EPLIX, EPLPX, EPLKX, EPLCX, EPLDX, EPLMX | 47% | 0.73% | New York Life Investment Management LLC |
| 10 | NYLI VP Epoch U.S. Equity Yield Portfolio | 47% | 0.68% | New York Life Investment Management LLC |
| 11 | FT Vest Total Return Income Fund: Series A2 | 46% | — | — |
| 12 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX | 46% | 1.00% | Crossmark Global Investments, Inc. |
| 13 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX | 46% | 0.98% | HORIZON INVESTMENTS LLC. |
| 14 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX | 46% | 0.70% | Columbia Management Investment Advisers, LLC |
| 15 | FT Vest Total Return Income Fund: Series A3 | 46% | — | — |
| 16 | iShares Russell Top 200 Value ETF · IWX cheaper | 46% | 0.20% | BlackRock Fund Advisors |
| 17 | iShares Core Dividend Growth ETF · DGRO cheaper | 45% | 0.08% | BlackRock Fund Advisors |
| 18 | Columbia Variable Portfolio - Dividend Opportunity Fund | 45% | 0.73% | Columbia Management Investment Advisers, LLC |
| 19 | Schwab Dividend Equity Fund · SWDSX | 45% | 0.89% | Charles Schwab Investment Management, Inc. |
| 20 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper | 45% | 0.43% | Voya Investments, LLC |
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