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 | First Trust Dow 30 Equal Weight ETF · EDOW diff. adviser | 71% | 0.50% | First Trust Advisors L.P. |
| 2 | JNL/Mellon Dow Index Fund diff. adviser | 58% | 0.30% | Jackson National Asset Management, LLC |
| 3 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 57% | — | — |
| 4 | Dow 2x Strategy Fund diff. adviser | 56% | 1.79% | Security Investors, LLC |
| 5 | Dow 2x Strategy Fund · RYLDX, RYCYX, RYCVX diff. adviser | 55% | 1.77% | Security Investors, LLC |
| 6 | Nuveen Dow 30SM Dynamic Overwrite Fund | 55% | — | — |
| 7 | Dow Jones Industrial Average Fund · RYDHX, RYDAX, RYDKX diff. adviser | 55% | 1.64% | Security Investors, LLC |
| 8 | Hennessy Balanced Fund · HBFBX diff. adviser | 50% | 1.88% | Hennessy Advisors Inc. |
| 9 | ProShares Ultra Dow30 · DDM diff. adviser | 50% | 0.95% | PROSHARE ADVISORS LLC |
| 10 | Global X Dow 30 Covered Call ETF · DJIA diff. adviser | 46% | 0.60% | Global X Management Company LLC |
| 11 | Global X Dow 30 Covered Call & Growth ETF · DYLG diff. adviser | 46% | 0.35% | Global X Management Company LLC |
| 12 | ULTRA DOW 30 PROFUND · UDPIX, UDPSX diff. adviser | 46% | 1.53% | ProFund Advisors LLC |
| 13 | Hennessy Total Return Fund · HDOGX diff. adviser | 46% | 3.25% | Hennessy Advisors Inc. |
| 14 | ProShares UltraPro Dow30 · UDOW diff. adviser | 44% | — | PROSHARE ADVISORS LLC |
| 15 | Amplify CWP Enhanced Dividend Income ETF · DIVO | 42% | 0.56% | — |
| 16 | FT Vest DJIA Dogs 10 Target Income ETF · DOGG diff. adviser | 40% | 0.75% | First Trust Advisors L.P. |
| 17 | EA Bridgeway Blue Chip ETF · BBLU diff. adviser | 38% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 18 | CUTLER EQUITY FUND · DIVHX diff. adviser | 33% | 0.99% | Cutler Investment Counsel LLC |
| 19 | Nuveen S&P 500 Dynamic Overwrite Fund | 32% | — | — |
| 20 | ALPS | OShares U.S. Quality Dividend ETF · OUSA diff. adviser | 32% | 0.48% | ALPS Advisors, Inc. |
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