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 | TrueShares Structured Outcome (February) ETF · FEBZ diff. adviser | 55% | 0.79% | TrueMark Investments, LLC |
| 2 | Hennessy Balanced Fund · HBFBX diff. adviser | 42% | 1.88% | Hennessy Advisors Inc. |
| 3 | Hennessy Total Return Fund · HDOGX diff. adviser | 42% | 3.25% | Hennessy Advisors Inc. |
| 4 | Invesco Dow Jones Industrial Average Dividend ETF · DJD cheaper diff. adviser | 40% | 0.07% | Invesco Capital Management LLC |
| 5 | First Trust Dow 30 Equal Weight ETF · EDOW cheaper | 33% | 0.50% | First Trust Advisors L.P. |
| 6 | JNL/Mellon Dow Index Fund cheaper diff. adviser | 25% | 0.30% | Jackson National Asset Management, LLC |
| 7 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 25% | 0.06% | Charles Schwab Investment Management, Inc. |
| 8 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 24% | — | — |
| 9 | Dow 2x Strategy Fund diff. adviser | 24% | 1.79% | Security Investors, LLC |
| 10 | Nuveen Dow 30SM Dynamic Overwrite Fund | 24% | — | — |
| 11 | VanEck Durable High Dividend ETF · DURA cheaper diff. adviser | 24% | 0.30% | Van Eck Associates Corporation |
| 12 | Dow 2x Strategy Fund · RYLDX, RYCYX, RYCVX diff. adviser | 23% | 1.77% | Security Investors, LLC |
| 13 | Dow Jones Industrial Average Fund · RYDHX, RYDAX, RYDKX diff. adviser | 23% | 1.64% | Security Investors, LLC |
| 14 | Amplify CWP Enhanced Dividend Income ETF · DIVO cheaper | 23% | 0.56% | — |
| 15 | Horizon Dividend Income ETF · DIVN cheaper diff. adviser | 23% | 0.70% | HORIZON INVESTMENTS LLC. |
| 16 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 22% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 17 | TBG Dividend Focus ETF · TBG cheaper | 21% | 0.59% | — |
| 18 | Global X Dow 30 Covered Call ETF · DJIA cheaper diff. adviser | 20% | 0.60% | Global X Management Company LLC |
| 19 | Global X Dow 30 Covered Call & Growth ETF · DYLG cheaper diff. adviser | 20% | 0.35% | Global X Management Company LLC |
| 20 | ProShares Ultra Dow30 · DDM diff. adviser | 20% | 0.95% | PROSHARE ADVISORS LLC |
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