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 | 46% | 0.07% | Invesco Capital Management LLC |
| 2 | Hennessy Balanced Fund · HBFBX cheaper | 43% | 1.88% | 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 | 36% | 0.50% | First Trust Advisors L.P. |
| 5 | American Beacon AHL Trend ETF · AHLT cheaper diff. adviser | 32% | 0.95% | American Beacon Advisors, Inc. |
| 6 | Harbor Commodity All-Weather Strategy ETF · HGER cheaper diff. adviser | 29% | 0.68% | Harbor Capital Advisors, Inc. |
| 7 | JNL/Mellon Dow Index Fund cheaper diff. adviser | 27% | 0.30% | Jackson National Asset Management, LLC |
| 8 | Horizon Dividend Income ETF · DIVN cheaper diff. adviser | 27% | 0.70% | HORIZON INVESTMENTS LLC. |
| 9 | TBG Dividend Focus ETF · TBG cheaper | 27% | 0.59% | — |
| 10 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 26% | — | — |
| 11 | Dow 2x Strategy Fund cheaper diff. adviser | 26% | 1.79% | Security Investors, LLC |
| 12 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 26% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 13 | Dow 2x Strategy Fund · RYLDX, RYCYX, RYCVX cheaper diff. adviser | 25% | 1.77% | Security Investors, LLC |
| 14 | Dow Jones Industrial Average Fund · RYDHX, RYDAX, RYDKX cheaper diff. adviser | 25% | 1.64% | Security Investors, LLC |
| 15 | Nuveen Dow 30SM Dynamic Overwrite Fund | 25% | — | — |
| 16 | VanEck Durable High Dividend ETF · DURA cheaper diff. adviser | 25% | 0.30% | Van Eck Associates Corporation |
| 17 | Schwab U.S. Dividend Equity ETF · SCHD cheaper diff. adviser | 25% | 0.06% | Charles Schwab Investment Management, Inc. |
| 18 | iShares Core High Dividend ETF · HDV cheaper diff. adviser | 22% | 0.08% | BlackRock Fund Advisors |
| 19 | Madison Dividend Value ETF · DIVL cheaper diff. adviser | 22% | 0.65% | Madison Asset Management, LLC |
| 20 | Amplify CWP Enhanced Dividend Income ETF · DIVO cheaper | 22% | 0.56% | — |
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