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 | EQUITY INCOME PORTFOLIO | 95% | 0.29% | The Vanguard Group, Inc., Wellington Management Company LLP |
| 2 | JNL/WMC Equity Income Fund diff. adviser | 67% | 0.59% | Jackson National Asset Management, LLC |
| 3 | Guardian Equity Income VIP Fund diff. adviser | 61% | 0.55% | Park Avenue Institutional Advisers LLC |
| 4 | THE HARTFORD EQUITY INCOME FUND · HQIAX, HQICX, HQIYX, HQIIX, HQIRX, HQISX, HQITX, HQIVX, HQIFX diff. adviser | 56% | 0.64% | Hartford Funds Management Company, LLC |
| 5 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper | 44% | 0.04% | The Vanguard Group, Inc. |
| 6 | SA Multi-Managed Large Cap Value Portfolio diff. adviser | 43% | 0.85% | SunAmerica Asset Management, LLC |
| 7 | JNL/WMC Value Fund diff. adviser | 41% | 0.49% | Jackson National Asset Management, LLC |
| 8 | NYLI WMC Value Fund · MAPAX, MAPBX, MMPCX, MUBFX, MSMIX, MMPDX diff. adviser | 39% | 0.70% | New York Life Investment Management LLC |
| 9 | WisdomTree U.S. LargeCap Dividend Fund · DLN diff. adviser | 38% | 0.28% | WisdomTree Asset Management, Inc. |
| 10 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 38% | 0.08% | BlackRock Fund Advisors |
| 11 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper | 37% | 0.03% | The Vanguard Group, Inc. |
| 12 | WisdomTree U.S. Total Dividend Fund · DTD diff. adviser | 37% | 0.28% | WisdomTree Asset Management, Inc. |
| 13 | Strive 1000 Value ETF · STXV diff. adviser | 36% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 14 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper | 35% | 0.04% | The Vanguard Group, Inc. |
| 15 | NYLI VP Balanced Portfolio diff. adviser | 35% | 0.71% | New York Life Investment Management LLC |
| 16 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 35% | 0.52% | Invesco Capital Management LLC |
| 17 | VANGUARD WELLESLEY INCOME FUND · VWINX, VWIAX cheaper | 34% | 0.15% | Wellington Management Company LLP |
| 18 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 34% | 0.05% | BlackRock Fund Advisors |
| 19 | Defiance Large Cap ex-Mag 7 ETF · XMAG | 33% | 0.35% | — |
| 20 | NYLI Balanced Fund · MBNAX, MBACX, MBAIX, MBINX, MBERX diff. adviser | 33% | 0.73% | New York Life Investment Management LLC |
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