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 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper diff. adviser | 42% | 0.50% | Touchstone Advisors, Inc. |
| 2 | Schwab Dividend Equity Fund · SWDSX cheaper diff. adviser | 40% | 0.89% | Charles Schwab Investment Management, Inc. |
| 3 | Amplify CWP Enhanced Dividend Income ETF · DIVO cheaper | 38% | 0.56% | — |
| 4 | LAFFER TENGLER Equity Income ETF · TGLR cheaper diff. adviser | 36% | 0.95% | Tuttle Capital Management, LLC |
| 5 | First Trust Dow 30 Equal Weight ETF · EDOW cheaper diff. adviser | 36% | 0.50% | First Trust Advisors L.P. |
| 6 | JNL/Mellon Dow Index Fund cheaper diff. adviser | 35% | 0.30% | Jackson National Asset Management, LLC |
| 7 | Zacks Dividend Fund · ZDIVX, ZDIIX diff. adviser | 35% | 1.06% | Zacks Investment Management, Inc. |
| 8 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX cheaper | 35% | 0.64% | — |
| 9 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 35% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 10 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 35% | — | — |
| 11 | Global X Dow 30 Covered Call & Growth ETF · DYLG cheaper diff. adviser | 35% | 0.35% | Global X Management Company LLC |
| 12 | Global X Dow 30 Covered Call ETF · DJIA cheaper diff. adviser | 35% | 0.60% | Global X Management Company LLC |
| 13 | Dow 2x Strategy Fund diff. adviser | 35% | 1.79% | Security Investors, LLC |
| 14 | Dow 2x Strategy Fund · RYLDX, RYCYX, RYCVX diff. adviser | 34% | 1.77% | Security Investors, LLC |
| 15 | Dow Jones Industrial Average Fund · RYDHX, RYDAX, RYDKX diff. adviser | 34% | 1.64% | Security Investors, LLC |
| 16 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper diff. adviser | 34% | 0.30% | UBS Asset Management (Americas) LLC |
| 17 | Franklin Dividend Growth ETF cheaper | 34% | 0.49% | — |
| 18 | Nuveen Dow 30SM Dynamic Overwrite Fund | 34% | — | — |
| 19 | Wedbush LAFFER|TENGLER New Era Value ETF cheaper | 34% | 0.85% | — |
| 20 | Carillon Eagle Growth & Income Fund · HIGJX, HIGUX, HRCVX, HIGCX cheaper diff. adviser | 33% | 0.07% | Carillon Tower Advisers, Inc. |
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