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 | Wedbush LAFFER|TENGLER New Era Value ETF cheaper | 92% | 0.85% | — |
| 2 | Carillon Eagle Growth & Income Fund · HIGJX, HIGUX, HRCVX, HIGCX cheaper diff. adviser | 44% | 0.07% | Carillon Tower Advisers, Inc. |
| 3 | UBS US Dividend Ruler Fund · DVRUX, DVRPX cheaper diff. adviser | 43% | 0.30% | UBS Asset Management (Americas) LLC |
| 4 | Amplify CWP Enhanced Dividend Income ETF · DIVO cheaper | 42% | 0.56% | — |
| 5 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 40% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 6 | Advisors Capital Total Return - Equity Fund · ACUSX diff. adviser | 39% | 1.87% | AC FUNDS LLC |
| 7 | Franklin Dividend Growth ETF cheaper | 38% | 0.49% | — |
| 8 | Schwab Dividend Equity Fund · SWDSX cheaper diff. adviser | 38% | 0.89% | Charles Schwab Investment Management, Inc. |
| 9 | SWP Growth & Income ETF · SWP | 37% | 0.99% | — |
| 10 | CUTLER EQUITY FUND · DIVHX diff. adviser | 36% | 0.99% | Cutler Investment Counsel LLC |
| 11 | First Trust Dow 30 Equal Weight ETF · EDOW cheaper diff. adviser | 36% | 0.50% | First Trust Advisors L.P. |
| 12 | Hodges Blue Chip Equity Income Fund diff. adviser | 36% | 1.30% | Hodges Capital Management, Inc. |
| 13 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 36% | 0.79% | Swan Capital Management, LLC |
| 14 | JNL/Mellon Dow Index Fund cheaper diff. adviser | 36% | 0.30% | Jackson National Asset Management, LLC |
| 15 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 35% | — | — |
| 16 | Eaton Vance Dividend Builder Fund · EVTMX, ECTMX, EIUTX cheaper diff. adviser | 35% | 0.74% | Boston Management and Research |
| 17 | Nuveen Dow 30SM Dynamic Overwrite Fund | 35% | — | — |
| 18 | Dow 2x Strategy Fund diff. adviser | 35% | 1.79% | Security Investors, LLC |
| 19 | Nuveen Dividend Growth ETF · NDVG cheaper diff. adviser | 35% | 0.65% | Nuveen Fund Advisors, LLC |
| 20 | Franklin Rising Dividends VIP Fund cheaper diff. adviser | 35% | 0.63% | Franklin Advisers, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.