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 | Vistashares Target 15 Usa Quality Income ETF · QUSA | 22% | 0.95% | — |
| 2 | Sterling Capital Equity Income Fund · BEGIX, BAEIX, BCEGX, STREX | 21% | 0.70% | Sterling Capital Management LLC |
| 3 | Strive 1000 Dividend Growth ETF · STXD cheaper | 21% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 4 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 21% | — | — |
| 5 | Nuveen Dow 30SM Dynamic Overwrite Fund | 21% | — | — |
| 6 | JNL/Mellon Dow Index Fund cheaper | 21% | 0.30% | Jackson National Asset Management, LLC |
| 7 | Dow 2x Strategy Fund | 20% | 1.79% | Security Investors, LLC |
| 8 | Dow 2x Strategy Fund · RYLDX, RYCYX, RYCVX | 20% | 1.77% | Security Investors, LLC |
| 9 | Dow Jones Industrial Average Fund · RYDHX, RYDAX, RYDKX | 20% | 1.64% | Security Investors, LLC |
| 10 | Artisan Focus Fund · ARTTX, APDTX, APHTX | 20% | 1.07% | Artisan Partners Limited Partnership |
| 11 | Franklin Rising Dividends VIP Fund | 20% | 0.63% | Franklin Advisers, Inc. |
| 12 | CANTOR FITZGERALD LARGE CAP FOCUSED FUND · FICHX, FICGX, FICIX | 20% | 0.66% | Cantor Fitzgerald Investment Advisors, LP |
| 13 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX | 20% | 0.52% | Franklin Advisers, Inc. |
| 14 | EQ/Franklin Rising Dividends Portfolio | 20% | 0.62% | Equitable Investment Management Group, LLC |
| 15 | Amana Income Fund · AMANX, AMINX | 19% | 0.76% | SATURNA CAPITAL CORPORATION |
| 16 | VANGUARD DIVIDEND GROWTH FUND · VDIGX cheaper | 19% | 0.22% | Wellington Management Company LLP |
| 17 | abrdn U.S. Sustainable Leaders Fund · GXXAX, GXXCX, GGLIX, GXXIX | 19% | 0.90% | abrdn Inc. |
| 18 | Siren DIVCON Leaders Dividend ETF · LEAD cheaper | 19% | 0.43% | SRN Advisors LLC |
| 19 | HARTFORD STOCK HLS FUND · HSTAX, HIBSX | 19% | 0.51% | Hartford Funds Management Company, LLC |
| 20 | ProShares Ultra Dow30 · DDM | 19% | 0.95% | PROSHARE ADVISORS LLC |
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