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 | First Trust Dow 30 Equal Weight ETF · EDOW cheaper diff. adviser | 38% | 0.50% | First Trust Advisors L.P. |
| 2 | Nuveen Dow 30SM Dynamic Overwrite Fund | 36% | — | — |
| 3 | JNL/Mellon Dow Index Fund cheaper diff. adviser | 36% | 0.30% | Jackson National Asset Management, LLC |
| 4 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 36% | — | — |
| 5 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 35% | 0.12% | Principal Global Investors, LLC |
| 6 | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF · LCF cheaper diff. adviser | 34% | 0.56% | Touchstone Advisors, Inc. |
| 7 | Dow 2x Strategy Fund diff. adviser | 34% | 1.79% | Security Investors, LLC |
| 8 | Touchstone Variable Series Trust-Touchstone Common Stock Fund cheaper diff. adviser | 34% | 0.73% | Touchstone Advisors, Inc. |
| 9 | Dow 2x Strategy Fund · RYLDX, RYCYX, RYCVX diff. adviser | 34% | 1.77% | Security Investors, LLC |
| 10 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX cheaper diff. adviser | 34% | 0.66% | Touchstone Advisors, Inc. |
| 11 | Dow Jones Industrial Average Fund · RYDHX, RYDAX, RYDKX diff. adviser | 34% | 1.64% | Security Investors, LLC |
| 12 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 33% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 13 | Archer Stock Fund · ARSKX diff. adviser | 33% | 1.16% | Archer Investment Corp. |
| 14 | Ancora Dividend Value Equity Fund cheaper diff. adviser | 33% | 0.75% | Ancora Advisors LLC |
| 15 | WP Large Cap Income Plus Fund · WPLCX diff. adviser | 32% | 2.21% | WINNING POINTS ADVISORS, LLC |
| 16 | North Country Large Cap Equity Fund · NCEGX cheaper diff. adviser | 31% | 0.99% | Advisors Preferred, LLC |
| 17 | Boston Trust Equity Fund · BTEFX cheaper diff. adviser | 31% | 0.83% | Boston Trust Walden Inc. |
| 18 | Touchstone Strategic Trust-Touchstone Focused Fund · TFOAX, TFFCX, TFFIX, TFFYX cheaper diff. adviser | 31% | 0.84% | Touchstone Advisors, Inc. |
| 19 | COPLEY INVESTMENT FUND diff. adviser | 31% | 1.15% | DCM Advisors, LLC |
| 20 | American Customer Satisfaction ETF · ACSI cheaper diff. adviser | 31% | 0.65% | Tidal Investments LLC |
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