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 | MML Focused Equity Fund | 89% | 0.88% | MML Investment Advisers, LLC |
| 2 | VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND · VADGX cheaper | 89% | 0.36% | Wellington Management Company LLP |
| 3 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper | 76% | 0.22% | Wellington Management Company LLP |
| 4 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX | 73% | 0.51% | Hartford Funds Management Company, LLC |
| 5 | Brighthouse/Wellington Core Equity Opportunities Portfolio | 73% | 0.62% | Brighthouse Investment Advisers, LLC |
| 6 | Nuveen Dividend Growth ETF · NDVG | 40% | 0.65% | Nuveen Fund Advisors, LLC |
| 7 | Nuveen Dividend Growth Fund · NSBAX, NSBCX, NSBRX, NSBFX, NUDG | 39% | 0.61% | — |
| 8 | ALPS | OShares U.S. Quality Dividend ETF · OUSA | 39% | 0.48% | ALPS Advisors, Inc. |
| 9 | Suncoast Select Growth ETF · SEMG | 37% | 0.60% | — |
| 10 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper | 37% | 0.04% | The Vanguard Group, Inc. |
| 11 | Parnassus Core Equity Fund · PRBLX, PRILX | 37% | 0.61% | Parnassus Investments, LLC |
| 12 | Haverford Quality Growth Stock Fund · HAVGX | 37% | 0.80% | Haverford Financial Services |
| 13 | GMO U.S. Quality ETF · QLTY | 37% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 14 | Vistashares Target 15 Usa Quality Income ETF · QUSA | 36% | 0.95% | — |
| 15 | Franklin Dividend Growth ETF | 36% | 0.49% | — |
| 16 | Lazard US Equity Focus Portfolio · LZUOX, LZUSX, RLUSX | 35% | 0.70% | Lazard Asset Management LLC |
| 17 | T. Rowe Price Dividend Growth ETF · TDVG | 35% | 0.50% | T. Rowe Price Associates, Inc. |
| 18 | Jensen Quality Growth ETF · JGRW | 35% | 0.57% | — |
| 19 | The Jensen Quality Growth Fund Inc · JENSX, JENIX, JENRX, JENYX | 35% | 0.53% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 20 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX | 35% | 0.62% | — |
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