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 | Vest S&P 500 Dividend Aristocrats Target Income Fund · KNGAX, KNGCX, KNGLX, KNGIX, KNGYX, KNGRX diff. adviser | 52% | 0.49% | VEST FINANCIAL LLC |
| 2 | ProShares Russell U.S. Dividend Growers ETF · TMDV diff. adviser | 52% | 0.35% | PROSHARE ADVISORS LLC |
| 3 | ProShares S&P 500 Dividend Aristocrats ETF · NOBL diff. adviser | 50% | 0.35% | PROSHARE ADVISORS LLC |
| 4 | FT Vest S&P 500 Dividend Aristocrats Target Income ETF · KNG diff. adviser | 50% | 0.74% | First Trust Advisors L.P. |
| 5 | State Street(R) SPDR(R) S&P(R) Dividend ETF · SDY diff. adviser | 42% | 0.35% | SSGA Funds Management, Inc. |
| 6 | Xtrackers S&P Dividend Aristocrats Screened ETF · SNPD cheaper diff. adviser | 37% | 0.15% | DBX Advisors LLC |
| 7 | Invesco S&P 500 Equal Weight Consumer Staples ETF · RSPS diff. adviser | 32% | 0.40% | Invesco Capital Management LLC |
| 8 | Global X S&P 500 Quality Dividend ETF · QDIV cheaper diff. adviser | 27% | 0.20% | Global X Management Company LLC |
| 9 | State Street(R) Consumer Staples Select Sector SPDR(R) ETF · XLP cheaper diff. adviser | 27% | 0.08% | SSGA Funds Management, Inc. |
| 10 | PROFUND VP CONSUMER STAPLES diff. adviser | 27% | 1.68% | ProFund Advisors LLC |
| 11 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 26% | 0.52% | Invesco Capital Management LLC |
| 12 | MP 63 Fund · DRIPX diff. adviser | 26% | 0.72% | Moneypaper Advisor, Inc. |
| 13 | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF · XRLV cheaper diff. adviser | 26% | 0.25% | Invesco Capital Management LLC |
| 14 | CONSUMER STAPLES ULTRASECTOR PROFUND · CNPIX, CNPSX diff. adviser | 25% | 1.78% | ProFund Advisors LLC |
| 15 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 25% | 0.04% | The Vanguard Group, Inc. |
| 16 | ProShares Ultra Consumer Staples · UGE diff. adviser | 25% | 0.95% | PROSHARE ADVISORS LLC |
| 17 | Consumer Products Fund diff. adviser | 25% | 1.73% | Security Investors, LLC |
| 18 | Consumer Products Fund · RYCIX, RYCAX, RYPDX, RYCPX diff. adviser | 25% | 1.40% | Security Investors, LLC |
| 19 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 23% | 0.08% | BlackRock Fund Advisors |
| 20 | VanEck Durable High Dividend ETF · DURA cheaper diff. adviser | 23% | 0.30% | Van Eck Associates Corporation |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.