The Equity Income fund is an exchange traded fund (ETF) within the Schwab family. This fund has 30 other funds which are extremely similar to it.

Within the Schwab family of funds, the most positively correlated other funds are Large-Cap Value, Large-Cap Core, Multi-Cap Core, Mid-Cap Core, Large-Cap Growth.

Outside of the Schwab family, the most positively correlated other funds are Vanguard Mutual Funds - High Dividend Yield Index, Vanguard - High Dividend Yield, Vanguard Mutual Funds - Equity Income, Vanguard Mutual Funds - Equity Income Admiral Shares, Vanguard - Dividend Appreciation.

Extremely Similar Funds

There are multiple other funds which have extremely high correlation to Schwab's Equity Income fund.
99.9% VHDYX Vanguard Mutual Funds High Dividend Yield Index
99.9% VYM Vanguard High Dividend Yield
99.9% VEIPX Vanguard Mutual Funds Equity Income
99.9% VEIRX Vanguard Mutual Funds Equity Income Admiral Shares
99.8% VIG Vanguard Dividend Appreciation
99.8% PFM PowerShares Dividend Achievers Portfolio
99.7% MGV Vanguard Mega Cap Value
99.6% SCHV Schwab Large-Cap Value
99.6% VTV Vanguard Value
99.6% VVIAX Vanguard Mutual Funds Value Index Admiral Shares
99.6% VWENX Vanguard Mutual Funds Wellington Admiral Shares
99.6% VWELX Vanguard Mutual Funds Wellington
99.6% VDIGX Vanguard Mutual Funds Dividend Growth
99.6% DIA SPDR Dow Jones Industrial Average
99.6% DVY iShares Select Dividend ETF
99.5% JKD iShares Morningstar Large-Cap ETF
99.5% MGC Vanguard Mega Cap
99.5% VOO Vanguard S&P 500
99.5% JKF iShares Morningstar Large-Cap Value ETF
99.4% SDY SPDR S&P Dividend
99.4% FUSEX Fidelity Spartan 500 Index Fund - Investor Class
99.4% FUSVX Fidelity Spartan 500 Index Fund - Fidelity Advantage Class
99.4% VFIAX Vanguard Mutual Funds 500 Index Admiral Shares
99.4% SPY SPDR S&P 500
99.4% DSI iShares MSCI KLD 400 Social ETF
99.4% OEF iShares S&P 100 ETF
99.4% VBIAX Vanguard Mutual Funds Balanced Index Admiral Shares
99.4% IVV iShares Core S&P 500 ETF
99.4% HDV iShares Core High Dividend ETF
99.3% VQNPX Vanguard Mutual Funds Growth and Income

Performance for the previous 2 years


Positively Correlated Schwab ETFs
SCHV Schwab Large-Cap Value 99.6%
SCHX Schwab Large-Cap Core 99.3%
SCHB Schwab Multi-Cap Core 99.2%
SCHM Schwab Mid-Cap Core 98.4%
SCHG Schwab Large-Cap Growth 98.1%
Negatively Correlated Schwab funds
SCHP Schwab Inflation Protected Bond -27.2%
SCHE Schwab Emerging Markets 3.6%
SCHR Schwab General U.S. Treasury 69.6%
SCHZ Schwab Core Bond 82.9%
SCHF Schwab International Multi-Cap Core 83.2%

Positively Correlated Non-Schwab funds
VHDYX Vanguard Mutual Funds High Dividend Yield Index 99.9%
VYM Vanguard High Dividend Yield 99.9%
VEIPX Vanguard Mutual Funds Equity Income 99.9%
VEIRX Vanguard Mutual Funds Equity Income Admiral Shares 99.9%
VIG Vanguard Dividend Appreciation 99.8%
Negatively Correlated Non-Schwab funds
DBS PowerShares DB Silver Fund -93.9%
SLV iShares Silver Trust -93.5%
DBP PowerShares DB Precious Metals Fund -93.2%
DGL PowerShares DB Gold Fund -92.6%
GLD SPDR Gold Shares -91.6%

© 2016 SimilarStocks.com, All Rights Reserved