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 | Strive 1000 Dividend Growth ETF · STXD | 33% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 2 | Franklin Dividend Growth ETF | 31% | 0.49% | — |
| 3 | Franklin Rising Dividends VIP Fund | 29% | 0.63% | Franklin Advisers, Inc. |
| 4 | Franklin Rising Dividends Fund · FRDAX, FRDPX, FRDTX, FRDRX, FRISX | 29% | 0.52% | Franklin Advisers, Inc. |
| 5 | EQ/Franklin Rising Dividends Portfolio | 29% | 0.62% | Equitable Investment Management Group, LLC |
| 6 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX | 29% | 0.04% | The Vanguard Group, Inc. |
| 7 | AAM Brentview Dividend Growth ETF · BDIV | 27% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 8 | Nuveen Dow 30SM Dynamic Overwrite Fund | 26% | — | — |
| 9 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 26% | — | — |
| 10 | JNL/Mellon Dow Index Fund | 26% | 0.30% | Jackson National Asset Management, LLC |
| 11 | Siren DIVCON Leaders Dividend ETF · LEAD | 26% | 0.43% | SRN Advisors LLC |
| 12 | Haverford Quality Growth Stock Fund · HAVGX | 26% | 0.80% | Haverford Financial Services |
| 13 | Dow 2x Strategy Fund | 25% | 1.79% | Security Investors, LLC |
| 14 | Dividend Growth Portfolio | 25% | 0.99% | Lord, Abbett & Co. LLC |
| 15 | Dow 2x Strategy Fund · RYLDX, RYCYX, RYCVX | 25% | 1.77% | Security Investors, LLC |
| 16 | Dow Jones Industrial Average Fund · RYDHX, RYDAX, RYDKX | 25% | 1.64% | Security Investors, LLC |
| 17 | Invesco Dividend AchieversTM ETF · PFM | 24% | 0.52% | Invesco Capital Management LLC |
| 18 | Wedbush LAFFER|TENGLER New Era Value ETF | 24% | 0.85% | — |
| 19 | Lord Abbett Dividend Growth Fund · LAMAX, LAMCX, LAMPX, LAMYX, LAMFX, LAMQX, LAMRX, LAMSX, LAMTX, LAMHX, LRMAX | 24% | 0.59% | Lord, Abbett & Co. LLC |
| 20 | Polen Focus Growth ETF | 24% | 0.49% | — |
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