Overview Performance Dividends Correlations

1 Stock and 99 ETF SWZ (Swiss Helvetia Fund) alternatives

The most close SWZ (Swiss Helvetia Fund) alternative is ETF CEFZ (RIVERNORTH ACTIVE INCOME ETF). The correlation is 0.9167.

Stocks that highly correlated with SWZ

Symbol	Name	Market cap	Sector	Industry	Correlation
HERZ	Herzfeld Credit Income Fund Inc Com	$230M	Financial Services	Asset Management	0.77

ETFs that highly correlated with SWZ

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
CEFZ	RIVERNORTH ACTIVE INCOME ETF	$40M	3.36%	Dec 27, 2006	0.92
EWL	ISHARES MSCI SWITZERLAND ETF	$2B	0.50%	Mar 12, 1996	0.88
FLSW	FRANKLIN FTSE SWITZERLAND ETF	$83M	0.09%	Feb 6, 2018	0.87
QLVD	FLEXSHARES DEVELOPED MARKETS EX-US QUALITY LOW VOLATILITY INDEX FUND	$52M	0.12%	Jul 15, 2019	0.84
FSZ	FIRST TRUST SWITZERLAND ALPHADEX FUND	$37M	0.80%	Feb 14, 2012	0.84
EUDG	WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND	$68M	0.58%	May 7, 2014	0.83
EUDV	PROSHARES MSCI EUROPE DIVIDEND GROWERS	$8.20M	0.55%	Sep 9, 2015	0.82
EFAV	ISHARES MSCI EAFE MIN VOL FACTOR ETF	$5.10B	0.20%	Oct 18, 2011	0.82
FDEV	FIDELITY INTERNATIONAL MULTIFACTOR ETF	$273M	0.18%	Feb 26, 2019	0.81
GSEU	GOLDMAN SACHS ACTIVEBETA(R) EUROPE EQUITY ETF	$118M	0.25%	Mar 2, 2016	0.81
VIGI	VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND ETF SHARES	$9.10B	0.07%	Feb 25, 2016	0.81
IQLT	ISHARES MSCI INTL QUALITY FACTOR ETF	$14B	0.30%	Jan 13, 2015	0.80
EFAD	PROSHARES MSCI EAFE DIVIDEND GROWERS ETF	$61M	0.50%	Aug 19, 2014	0.80
QEFA	STATE STREET(R) SPDR(R) MSCI EAFE STRATEGICFACTORS(SM) ETF	$1B	0.30%	Jun 4, 2014	0.80
ACWV	ISHARES MSCI GLOBAL MIN VOL FACTOR ETF	$3.20B	0.20%	Oct 18, 2011	0.80
IQDG	WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND	$696M	0.42%	Apr 7, 2016	0.80
BBEU	JPMORGAN BETABUILDERS EUROPE ETF	$9.10B	0.09%	Jun 15, 2018	0.80
FLEE	FRANKLIN FTSE EUROPE ETF	$116M	0.09%	Nov 2, 2017	0.80
IEUR	ISHARES CORE MSCI EUROPE ETF	$8.60B	0.10%	Jun 10, 2014	0.79
VGK	VANGUARD EUROPEAN STOCK INDEX FUND ETF SHARES	$38B	0.06%	Mar 4, 2005	0.79
TPIF	TIMOTHY PLAN INTERNATIONAL ETF	$245M	0.62%	Dec 2, 2019	0.79
IJAN	Innovator International Developed Power Buffer ETF January	$264M	0.85%	Dec 31, 2019	0.79
FICS	FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF	$216M	0.70%	Dec 15, 2020	0.79
SPEU	STATE STREET(R) SPDR(R) PORTFOLIO EUROPE ETF	$713M	0.07%	Oct 15, 2002	0.79
IEV	ISHARES EUROPE ETF	$1.60B	0.60%	Jul 25, 2000	0.79
RFDI	FIRST TRUST RIVERFRONT DYNAMIC DEVELOPED INTERNATIONAL ETF	$158M	0.83%	Apr 13, 2016	0.79
IEUS	ISHARES MSCI EUROPE SMALL-CAP ETF	$173M	0.41%	Nov 12, 2007	0.79
BGY	BlackRock Enhanced International Dividend Trust	$579M	N/A	N/A	0.78
UPV	PROSHARES ULTRA FTSE EUROPE	$13M	N/A	Apr 27, 2010	0.78
GSIE	GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETF	$5.80B	0.25%	Nov 6, 2015	0.78
EEA	European Equity Fund Inc	$88M	N/A	N/A	0.78
IGRO	ISHARES INTERNATIONAL DIVIDEND GROWTH ETF	$1.20B	0.15%	May 17, 2016	0.78
BBIN	JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF	$6.50B	0.07%	Dec 3, 2019	0.78
GHYG	ISHARES US & INTL HIGH YIELD CORP BOND ETF	$199M	0.40%	Apr 3, 2012	0.78
IQSI	NYLI CANDRIAM INTERNATIONAL EQUITY ETF	$261M	0.15%	Dec 17, 2019	0.78
EFAX	STATE STREET(R) SPDR(R) MSCI EAFE FOSSIL FUEL RESERVES FREE ETF	$503M	0.20%	Oct 24, 2016	0.78
EFG	ISHARES MSCI EAFE GROWTH ETF	$17B	0.34%	Aug 1, 2005	0.78
EASG	XTRACKERS MSCI EAFE SELECTION EQUITY ETF	$67M	0.14%	Sep 5, 2018	0.77
IDLV	INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF	$337M	0.25%	Jan 13, 2012	0.77
RODM	HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF	$1.50B	0.29%	Feb 25, 2015	0.77
WWJD	INSPIRE INTERNATIONAL ETF	$550M	0.61%	Sep 30, 2019	0.77
IEFA	ISHARES CORE MSCI EAFE ETF	$187B	0.07%	Oct 18, 2012	0.77
ESGD	ISHARES ESG AWARE MSCI EAFE ETF	$12B	0.20%	Jun 28, 2016	0.77
BOE	BlackRock Enhanced Global Dividend Trust	$728M	N/A	N/A	0.77
DFE	WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND	$158M	0.58%	Jun 16, 2006	0.77
QINT	AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF	$674M	0.34%	Sep 10, 2018	0.77
AOD	abrdn Total Dynamic Dividend Fund	$1.10B	N/A	N/A	0.77
HDMV	FIRST TRUST HORIZON MANAGED VOLATILITY DEVELOPED INTERNATIONAL ETF	$17M	0.80%	Aug 24, 2016	0.77
IDHQ	INVESCO S&P INTERNATIONAL DEVELOPED QUALITY ETF	$899M	0.29%	Jun 13, 2007	0.77
EFA	ISHARES MSCI EAFE ETF	$77B	0.32%	Aug 14, 2001	0.77
IDEV	ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	$31B	0.04%	Mar 21, 2017	0.77
EURL	DIREXION DAILY FTSE EUROPE BULL 3X SHARES	$53M	N/A	Jan 22, 2014	0.77
AGNG	GLOBAL X AGING POPULATION ETF	$85M	0.50%	May 9, 2016	0.76
NUDM	NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF	$698M	0.27%	Jun 6, 2017	0.76
DWX	STATE STREET(R) SPDR(R) S&P(R) INTERNATIONAL DIVIDEND ETF	$504M	0.45%	Feb 12, 2008	0.76
BSJR	INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF	$854M	0.42%	Sep 12, 2019	0.76
ABLG	ABACUS FCF INTERNATIONAL LEADERS ETF	$17M	0.54%	Jun 27, 2017	0.76
QWLD	STATE STREET(R) SPDR(R) MSCI WORLD STRATEGICFACTORS(SM) ETF	$171M	0.30%	Jun 4, 2014	0.76
JHMD	JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF	$951M	0.39%	Dec 15, 2016	0.76
EFO	PROSHARES ULTRA MSCI EAFE	$29M	N/A	Jun 4, 2009	0.76
AVDE	AVANTIS INTERNATIONAL EQUITY ETF	$17B	0.23%	Sep 24, 2019	0.76
MOTG	VANECK MORNINGSTAR GLOBAL WIDE MOAT ETF	$17M	0.52%	Oct 30, 2018	0.76
DWM	WISDOMTREE INTERNATIONAL EQUITY FUND	$663M	0.48%	Jun 16, 2006	0.76
EWD	ISHARES MSCI SWEDEN ETF	$285M	0.51%	Mar 12, 1996	0.75
DEEF	XTRACKERS FTSE DEVELOPED EX US MULTIFACTOR ETF	$54M	0.24%	Nov 24, 2015	0.75
VEA	VANGUARD DEVELOPED MARKETS INDEX FUND ETF SHARES	$316B	0.03%	Jul 20, 2007	0.75
DWMF	WISDOMTREE INTERNATIONAL MULTIFACTOR FUND	$34M	0.40%	Aug 10, 2018	0.75
EWK	ISHARES MSCI BELGIUM ETF	$160M	0.49%	Mar 12, 1996	0.75
ISCF	ISHARES INTERNATIONAL SMALL-CAP EQUITY FACTOR ETF	$640M	0.24%	Apr 28, 2015	0.75
JPIN	JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF	$355M	0.37%	Nov 5, 2014	0.75
SCZ	ISHARES MSCI EAFE SMALL-CAP ETF	$14B	0.40%	Dec 10, 2007	0.75
EZU	ISHARES MSCI EUROZONE ETF	$9.60B	0.50%	Jul 25, 2000	0.75
DNL	WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND	$487M	0.42%	Jun 16, 2006	0.75
GRX	Gabelli Healthcare & WellnessRx Trust	$159M	N/A	N/A	0.75
SCHF	SCHWAB INTERNATIONAL EQUITY ETF	$66B	0.03%	Nov 3, 2009	0.75
GAL	STATE STREET(R) GLOBAL ALLOCATION ETF	$303M	0.35%	Apr 25, 2012	0.75
SPDW	STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF	$40B	0.03%	Apr 20, 2007	0.75
MFDX	PIMCO RAFI DYNAMIC MULTI-FACTOR INTERNATIONAL EQUITY ETF	$450M	0.39%	Aug 31, 2017	0.75
OVF	OVERLAY SHARES FOREIGN EQUITY ETF	$45M	0.83%	Sep 30, 2019	0.75
INKM	STATE STREET(R)INCOME ALLOCATION ETF	$72M	0.50%	Apr 25, 2012	0.75
AOM	ISHARES CORE 40/60 MODERATE ALLOCATION ETF	$1.80B	0.15%	Nov 4, 2008	0.75
INTF	ISHARES INTERNATIONAL EQUITY FACTOR ETF	$3.50B	0.16%	Apr 28, 2015	0.75
FEP	FIRST TRUST EUROPE ALPHADEX FUND	$505M	0.80%	Apr 18, 2011	0.75
EWQ	ISHARES MSCI FRANCE ETF	$381M	0.50%	Mar 12, 1996	0.75
SCHC	SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	$5.30B	0.06%	Jan 14, 2010	0.75
NFRA	FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND	$2.90B	0.47%	Oct 8, 2013	0.75
FLGR	FRANKLIN FTSE GERMANY ETF	$37M	0.09%	Nov 2, 2017	0.74
DOL	WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND	$815M	0.48%	Jun 16, 2006	0.74
NUHY	NUVEEN ESG HIGH YIELD CORPORATE BOND ETF	$108M	0.30%	Sep 25, 2019	0.74
AOK	ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF	$813M	0.15%	Nov 4, 2008	0.74
FTF	Franklin Ltd Duration Income Trust	$260M	N/A	N/A	0.74
PIZ	INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF	$777M	0.80%	Dec 28, 2007	0.74
EWG	ISHARES MSCI GERMANY ETF	$1.60B	0.49%	Mar 12, 1996	0.74
GHYB	GOLDMAN SACHS ACCESS HIGH YIELD CORPORATE BOND ETF	$132M	0.15%	Sep 5, 2017	0.74
USHY	ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF	$29B	0.08%	Oct 25, 2017	0.74
USMV	ISHARES MSCI USA MIN VOL FACTOR ETF	$23B	0.15%	Oct 18, 2011	0.74
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF ETF SHARES	$6.70B	0.10%	Sep 18, 2018	0.74
EUHY	ISHARES EURO HIGH YIELD CORPORATE BOND USD HEDGED ETF	$236M	0.35%	Apr 3, 2012	0.74
HDEF	XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF	$2.20B	0.09%	Aug 12, 2015	0.74