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 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 53% | — | — |
| 2 | Nuveen Dow 30SM Dynamic Overwrite Fund | 53% | — | — |
| 3 | JNL/Mellon Dow Index Fund cheaper | 53% | 0.30% | Jackson National Asset Management, LLC |
| 4 | Dow 2x Strategy Fund | 51% | 1.79% | Security Investors, LLC |
| 5 | Dow 2x Strategy Fund · RYLDX, RYCYX, RYCVX | 50% | 1.77% | Security Investors, LLC |
| 6 | Dow Jones Industrial Average Fund · RYDHX, RYDAX, RYDKX | 50% | 1.64% | Security Investors, LLC |
| 7 | First Trust Dow 30 Equal Weight ETF · EDOW cheaper | 50% | 0.50% | First Trust Advisors L.P. |
| 8 | ProShares Ultra Dow30 · DDM | 43% | 0.95% | PROSHARE ADVISORS LLC |
| 9 | LAFFER TENGLER Equity Income ETF · TGLR | 42% | 0.95% | Tuttle Capital Management, LLC |
| 10 | Invesco Dow Jones Industrial Average Dividend ETF · DJD cheaper | 42% | 0.07% | Invesco Capital Management LLC |
| 11 | Wedbush LAFFER|TENGLER New Era Value ETF | 41% | 0.85% | — |
| 12 | Global X Dow 30 Covered Call ETF · DJIA | 41% | 0.60% | Global X Management Company LLC |
| 13 | Global X Dow 30 Covered Call & Growth ETF · DYLG cheaper | 41% | 0.35% | Global X Management Company LLC |
| 14 | ULTRA DOW 30 PROFUND · UDPIX, UDPSX | 40% | 1.53% | ProFund Advisors LLC |
| 15 | CUTLER EQUITY FUND · DIVHX | 38% | 0.99% | Cutler Investment Counsel LLC |
| 16 | ProShares UltraPro Dow30 · UDOW | 38% | — | PROSHARE ADVISORS LLC |
| 17 | EA Bridgeway Blue Chip ETF · BBLU cheaper | 35% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 18 | Zacks Earnings Consistent Portfolio ETF · ZECP cheaper | 33% | 0.55% | Zacks Investment Management, Inc. |
| 19 | Schwab Dividend Equity Fund · SWDSX | 33% | 0.89% | Charles Schwab Investment Management, Inc. |
| 20 | ALPS | OShares U.S. Quality Dividend ETF · OUSA cheaper | 33% | 0.48% | ALPS Advisors, Inc. |
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