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 | LAFFER TENGLER Equity Income ETF · TGLR | 92% | 0.95% | Tuttle Capital Management, LLC |
| 2 | Carillon Eagle Growth & Income Fund · HIGJX, HIGUX, HRCVX, HIGCX cheaper | 45% | 0.07% | Carillon Tower Advisers, Inc. |
| 3 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper | 44% | 0.30% | UBS Asset Management (Americas) LLC |
| 4 | Amplify CWP Enhanced Dividend Income ETF · DIVO cheaper | 41% | 0.56% | — |
| 5 | Advisors Capital Total Return - Equity Fund · ACUSX | 40% | 1.87% | AC FUNDS LLC |
| 6 | EA Bridgeway Blue Chip ETF · BBLU cheaper | 40% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | Franklin Dividend Growth ETF cheaper | 38% | 0.49% | — |
| 8 | Fidelity SAI U.S. Momentum Index Fund · FUMIX cheaper | 37% | 0.11% | Fidelity Management & Research Company LLC |
| 9 | SWP Growth & Income ETF · SWP | 37% | 0.99% | — |
| 10 | Swan Enhanced Dividend Income ETF · SCLZ cheaper | 37% | 0.79% | Swan Capital Management, LLC |
| 11 | Large Cap Core Portfolio I | 36% | — | UBS Trust Company of Puerto Rico |
| 12 | Hodges Blue Chip Equity Income Fund | 36% | 1.30% | Hodges Capital Management, Inc. |
| 13 | Schwab Dividend Equity Fund · SWDSX | 36% | 0.89% | Charles Schwab Investment Management, Inc. |
| 14 | First Trust Dow 30 Equal Weight ETF · EDOW cheaper | 36% | 0.50% | First Trust Advisors L.P. |
| 15 | Dow 2x Strategy Fund | 36% | 1.79% | Security Investors, LLC |
| 16 | Nuveen Dividend Growth ETF · NDVG cheaper | 35% | 0.65% | Nuveen Fund Advisors, LLC |
| 17 | JNL/Mellon Dow Index Fund cheaper | 35% | 0.30% | Jackson National Asset Management, LLC |
| 18 | Nuveen Dividend Growth Fund · NSBAX, NSBCX, NSBRX, NSBFX, NUDG cheaper | 35% | 0.61% | — |
| 19 | Dow 2x Strategy Fund · RYLDX, RYCYX, RYCVX | 35% | 1.77% | Security Investors, LLC |
| 20 | Nuveen Life Core Equity Fund · TLGWX cheaper | 35% | 0.51% | Teachers Advisors, LLC |
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