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 | JNL/Mellon Dow Index Fund cheaper diff. adviser | 77% | 0.30% | Jackson National Asset Management, LLC |
| 2 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 77% | — | — |
| 3 | Nuveen Dow 30SM Dynamic Overwrite Fund | 76% | — | — |
| 4 | Dow 2x Strategy Fund diff. adviser | 75% | 1.79% | Security Investors, LLC |
| 5 | Dow 2x Strategy Fund · RYLDX, RYCYX, RYCVX diff. adviser | 74% | 1.77% | Security Investors, LLC |
| 6 | Dow Jones Industrial Average Fund · RYDHX, RYDAX, RYDKX diff. adviser | 74% | 1.64% | Security Investors, LLC |
| 7 | Invesco Dow Jones Industrial Average Dividend ETF · DJD cheaper diff. adviser | 71% | 0.07% | Invesco Capital Management LLC |
| 8 | ProShares Ultra Dow30 · DDM diff. adviser | 66% | 0.95% | PROSHARE ADVISORS LLC |
| 9 | ULTRA DOW 30 PROFUND · UDPIX, UDPSX diff. adviser | 61% | 1.53% | ProFund Advisors LLC |
| 10 | ProShares UltraPro Dow30 · UDOW diff. adviser | 57% | — | PROSHARE ADVISORS LLC |
| 11 | Global X Dow 30 Covered Call ETF · DJIA diff. adviser | 57% | 0.60% | Global X Management Company LLC |
| 12 | Global X Dow 30 Covered Call & Growth ETF · DYLG cheaper diff. adviser | 57% | 0.35% | Global X Management Company LLC |
| 13 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 53% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 14 | Amplify CWP Enhanced Dividend Income ETF · DIVO | 50% | 0.56% | — |
| 15 | Nuveen S&P 500 Dynamic Overwrite Fund | 45% | — | — |
| 16 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 42% | 1.09% | — |
| 17 | Hennessy Balanced Fund · HBFBX diff. adviser | 38% | 1.88% | Hennessy Advisors Inc. |
| 18 | Hodges Blue Chip Equity Income Fund diff. adviser | 38% | 1.30% | Hodges Capital Management, Inc. |
| 19 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 38% | 0.99% | Advisors Preferred, LLC |
| 20 | Union Street Partners Value Fund · USPVX, USPCX, USPFX diff. adviser | 38% | 1.15% | Union Street Partners, LLC |
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