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 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX diff. adviser | 82% | 0.51% | Hartford Funds Management Company, LLC |
| 2 | Brighthouse/Wellington Core Equity Opportunities Portfolio diff. adviser | 82% | 0.62% | Brighthouse Investment Advisers, LLC |
| 3 | VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND · VADGX | 78% | 0.36% | Wellington Management Company LLP |
| 4 | VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF · VDIG | 76% | 0.40% | — |
| 5 | MML Focused Equity Fund diff. adviser | 71% | 0.88% | MML Investment Advisers, LLC |
| 6 | Nuveen Dividend Growth ETF · NDVG diff. adviser | 48% | 0.65% | Nuveen Fund Advisors, LLC |
| 7 | ALPS | OShares U.S. Quality Dividend ETF · OUSA diff. adviser | 48% | 0.48% | ALPS Advisors, Inc. |
| 8 | Nuveen Dividend Growth Fund · NSBAX, NSBCX, NSBRX, NSBFX, NUDG | 47% | 0.61% | — |
| 9 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 43% | 0.04% | The Vanguard Group, Inc. |
| 10 | Franklin Dividend Growth ETF | 40% | 0.49% | — |
| 11 | T. Rowe Price Dividend Growth ETF · TDVG diff. adviser | 39% | 0.50% | T. Rowe Price Associates, Inc. |
| 12 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX | 39% | 0.62% | — |
| 13 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 39% | 1.09% | — |
| 14 | GMO U.S. Quality ETF · QLTY diff. adviser | 39% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 15 | Archer Focus Fund · AFOCX diff. adviser | 38% | 0.98% | Archer Investment Corp. |
| 16 | Advisors Capital Total Return - Equity Fund · ACUSX diff. adviser | 38% | 1.87% | AC FUNDS LLC |
| 17 | Suncoast Select Growth ETF · SEMG | 38% | 0.60% | — |
| 18 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 38% | 0.52% | Invesco Capital Management LLC |
| 19 | Strive 1000 Dividend Growth ETF · STXD diff. adviser | 38% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | iShares MSCI USA Quality Factor ETF · QUAL cheaper diff. adviser | 38% | 0.15% | BlackRock Fund Advisors |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.