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 | 33% | 0.64% | — |
| 2 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 33% | 0.25% | Invesco Capital Management LLC |
| 3 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper diff. adviser | 32% | 0.50% | Touchstone Advisors, Inc. |
| 4 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 32% | 0.48% | Voya Investments, LLC |
| 5 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX cheaper diff. adviser | 31% | 0.25% | Charles Schwab Investment Management, Inc. |
| 6 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 31% | 0.20% | BlackRock Fund Advisors |
| 7 | GMO U.S. Equity Fund · GMUEX, GMRTX, GMEQX, GMCQX, GMTMX cheaper diff. adviser | 31% | 0.40% | Grantham Mayo van Otterloo & Co LLC |
| 8 | Schwab Fundamental U.S. Large Company ETF · FNDX cheaper diff. adviser | 31% | 0.25% | Charles Schwab Investment Management, Inc. |
| 9 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 31% | 0.43% | Voya Investments, LLC |
| 10 | Zacks Dividend Fund · ZDIVX, ZDIIX cheaper diff. adviser | 31% | 1.06% | Zacks Investment Management, Inc. |
| 11 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 30% | 0.28% | WisdomTree Asset Management, Inc. |
| 12 | Dimensional US Large Cap Vector ETF · DFVX cheaper diff. adviser | 30% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 13 | PIMCO RAFI ESG U.S. ETF · RAFE cheaper diff. adviser | 29% | 0.29% | Pacific Investment Management Company LLC |
| 14 | Victory Growth & Income Fund · USGRX, UIGIX cheaper diff. adviser | 29% | 0.86% | Victory Capital Management Inc. |
| 15 | Schwab Fundamental U.S. Broad Market ETF · FNDB cheaper diff. adviser | 29% | 0.25% | Charles Schwab Investment Management, Inc. |
| 16 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX cheaper diff. adviser | 29% | 0.70% | Columbia Management Investment Advisers, LLC |
| 17 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 29% | 0.04% | BlackRock Fund Advisors |
| 18 | BNY Mellon Equity Income Fund · DQIAX, DQICX, DQIRX, DQIYX cheaper diff. adviser | 29% | 0.75% | BNY Mellon Investment Adviser, Inc. |
| 19 | Invesco S&P 500 Minimum Variance ETF · SPMV cheaper diff. adviser | 29% | 0.10% | Invesco Capital Management LLC |
| 20 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 29% | 0.28% | WisdomTree Asset Management, Inc. |
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