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 | Invesco Dow Jones Industrial Average Dividend ETF · DJD cheaper diff. adviser | 50% | 0.07% | Invesco Capital Management LLC |
| 2 | Hennessy Total Return Fund · HDOGX | 43% | 3.25% | Hennessy Advisors Inc. |
| 3 | FT Vest DJIA Dogs 10 Target Income ETF · DOGG cheaper diff. adviser | 42% | 0.75% | First Trust Advisors L.P. |
| 4 | First Trust Dow 30 Equal Weight ETF · EDOW cheaper diff. adviser | 38% | 0.50% | First Trust Advisors L.P. |
| 5 | TrueShares ConVequity ETF · PVEX cheaper diff. adviser | 31% | 0.82% | TrueMark Investments, LLC |
| 6 | TBG Dividend Focus ETF · TBG cheaper | 30% | 0.59% | — |
| 7 | Horizon Dividend Income ETF · DIVN cheaper diff. adviser | 28% | 0.70% | HORIZON INVESTMENTS LLC. |
| 8 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 28% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 9 | JNL/Mellon Dow Index Fund cheaper diff. adviser | 26% | 0.30% | Jackson National Asset Management, LLC |
| 10 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 26% | 0.06% | Charles Schwab Investment Management, Inc. |
| 11 | BondBloxx Bloomberg Six Month Target Duration US Treasury ETF · XHLF cheaper diff. adviser | 25% | 0.03% | BondBloxx Investment Management Corporation |
| 12 | Dow 2x Strategy Fund cheaper diff. adviser | 25% | 1.79% | Security Investors, LLC |
| 13 | Sofi Enhanced Yield ETF · THTA cheaper diff. adviser | 25% | 0.61% | Tidal Investments LLC |
| 14 | Dow 2x Strategy Fund · RYLDX, RYCYX, RYCVX cheaper diff. adviser | 25% | 1.77% | Security Investors, LLC |
| 15 | Dow Jones Industrial Average Fund · RYDHX, RYDAX, RYDKX cheaper diff. adviser | 25% | 1.64% | Security Investors, LLC |
| 16 | Kurv Yield Premium Strategy Amazon (AMZN) ETF cheaper diff. adviser | 25% | 0.99% | Kurv Investment Management LLC |
| 17 | Kurv Yield Premium Strategy Apple (AAPL) ETF cheaper diff. adviser | 25% | 0.99% | Kurv Investment Management LLC |
| 18 | Kurv Yield Premium Strategy Google (GOOGL) ETF cheaper diff. adviser | 25% | 0.99% | Kurv Investment Management LLC |
| 19 | Kurv Yield Premium Strategy Microsoft (MSFT) ETF cheaper diff. adviser | 25% | 0.99% | Kurv Investment Management LLC |
| 20 | Kurv Yield Premium Strategy Netflix (NFLX) ETF cheaper diff. adviser | 25% | 0.99% | Kurv Investment Management LLC |
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