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 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 85% | 0.52% | Invesco Capital Management LLC |
| 2 | Strive 1000 Dividend Growth ETF · STXD diff. adviser | 66% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 3 | iShares Core Dividend Growth ETF · DGRO diff. adviser | 64% | 0.08% | BlackRock Fund Advisors |
| 4 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX | 64% | 0.04% | The Vanguard Group, Inc. |
| 5 | WisdomTree U.S. LargeCap Dividend Fund · DLN diff. adviser | 54% | 0.28% | WisdomTree Asset Management, Inc. |
| 6 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV | 54% | 0.05% | The Vanguard Group, Inc. |
| 7 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 52% | 0.98% | HORIZON INVESTMENTS LLC. |
| 8 | FlexShares STOXX US ESG Select Index Fund · ESG diff. adviser | 52% | 0.32% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper | 51% | 0.03% | The Vanguard Group, Inc. |
| 10 | WisdomTree U.S. Total Dividend Fund · DTD diff. adviser | 51% | 0.28% | WisdomTree Asset Management, Inc. |
| 11 | VANGUARD S&P 500 VALUE INDEX FUND · VOOV, VSPVX | 50% | 0.05% | The Vanguard Group, Inc. |
| 12 | T. Rowe Price Dividend Growth ETF · TDVG diff. adviser | 50% | 0.50% | T. Rowe Price Associates, Inc. |
| 13 | PROFUND VP LARGE CAP VALUE diff. adviser | 50% | 1.68% | ProFund Advisors LLC |
| 14 | LARGE-CAP VALUE PROFUND · LVPIX, LVPSX diff. adviser | 49% | 1.78% | ProFund Advisors LLC |
| 15 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 48% | 1.09% | — |
| 16 | Dividend Growth Portfolio diff. adviser | 48% | 0.67% | Pacific Life Fund Advisors LLC |
| 17 | T. Rowe Price Dividend Growth Fund, Inc. · PRDGX, TADGX, PDGIX, TRZDX cheaper diff. adviser | 48% | 0.00% | T. Rowe Price Associates, Inc. |
| 18 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS diff. adviser | 47% | 0.15% | SSGA Funds Management, Inc. |
| 19 | Schwab U.S. Large-Cap Value ETF · SCHV diff. adviser | 47% | 0.04% | Charles Schwab Investment Management, Inc. |
| 20 | iShares Climate Conscious & Transition MSCI USA ETF · USCL diff. adviser | 47% | 0.08% | BlackRock Fund Advisors |
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