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 | AMG Yacktman Fund · YACKX cheaper | 74% | 0.62% | AMG Funds LLC |
| 2 | AMG Yacktman Global Fund · YFSNX, YFSIX cheaper | 50% | 0.93% | AMG Funds LLC |
| 3 | First Trust Active Global Quality Income ETF · AGQI cheaper diff. adviser | 15% | 0.85% | First Trust Advisors L.P. |
| 4 | abrdn EM SMA Completion Fund · ASEMX cheaper diff. adviser | 15% | 0.00% | abrdn Inc. |
| 5 | JPMorgan Hedged Equity Fund · JHQAX, JHQCX, JHEQX, JHQPX, JHQRX cheaper diff. adviser | 14% | 0.32% | J.P. Morgan Investment Management, Inc. |
| 6 | Mondrian Global Equity Value Fund · MPGVX cheaper diff. adviser | 14% | 0.74% | Mondrian Investment Partners Limited |
| 7 | First Trust Capital Strength ETF · FTCS cheaper diff. adviser | 14% | 0.52% | First Trust Advisors L.P. |
| 8 | AQE Core ETF · AQEC cheaper diff. adviser | 14% | 0.49% | Arlington Partners, LLC |
| 9 | First Trust Capital Strength Hedged Equity Portfolio diff. adviser | 13% | 1.25% | First Trust Advisors L.P. |
| 10 | First Trust Capital Strength Portfolio cheaper diff. adviser | 13% | 0.85% | First Trust Advisors L.P. |
| 11 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 13% | 0.08% | BlackRock Fund Advisors |
| 12 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 13% | 0.28% | WisdomTree Asset Management, Inc. |
| 13 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper diff. adviser | 13% | 0.50% | Touchstone Advisors, Inc. |
| 14 | JPMorgan Fundamental Data Science Large Value ETF · LVDS cheaper | 13% | 0.30% | — |
| 15 | JPMorgan Equity Income Fund · HLIEX, OIEIX, OINCX, OIEFX, OIERX, OIEJX, OIEPX, OIEQX cheaper diff. adviser | 13% | 0.45% | J.P. Morgan Investment Management, Inc. |
| 16 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 13% | 0.54% | Columbia Management Investment Advisers, LLC |
| 17 | BrandywineGLOBAL-Dynamic US Large Cap Value ETF · DVAL cheaper diff. adviser | 13% | 0.49% | Franklin Advisers, Inc. |
| 18 | CTIVP - T. Rowe Price Large Cap Value Fund cheaper diff. adviser | 12% | 0.70% | Columbia Management Investment Advisers, LLC |
| 19 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX cheaper | 12% | 0.64% | — |
| 20 | LVIP BlackRock Dividend Value Managed Volatility Fund cheaper diff. adviser | 12% | 0.65% | Lincoln Financial Investments Corporation |
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