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 | ROCK OAK CORE GROWTH FUND · RCKSX | 23% | 1.25% | Oak Associates, Ltd. |
| 2 | Innovator IBD(R) 50 ETF · FFTY | 22% | 0.80% | Innovator Capital Management, LLC |
| 3 | Abacus FCF International Leaders ETF · ABLG | 21% | 0.54% | — |
| 4 | U.S. Global GO GOLD and Precious Metal Miners ETF · GOAU | 20% | 0.60% | U.S. Global Investors, Inc. |
| 5 | Pacer American Energy Independence ETF · USAI | 18% | 0.75% | Pacer Advisors, Inc. |
| 6 | Allspring Precious Metals Fund · EKWAX, EKWCX, EKWYX, EKWDX | 16% | 0.79% | Allspring Funds Management, LLC |
| 7 | Abacus FCF Leaders ETF · ABFL | 16% | 0.49% | — |
| 8 | Pacer US Small Cap Cash Cows Growth Leaders ETF · CAFG | 16% | 0.59% | Pacer Advisors, Inc. |
| 9 | Sofi Next 500 ETF · SFYX cheaper | 16% | 0.06% | Tidal Investments LLC |
| 10 | Sound Enhanced Fixed Income ETF · FXED | 16% | 1.89% | Tidal Investments LLC |
| 11 | Victory Precious Metals and Minerals Fund · USAGX, UIPMX, UPMMX | 15% | 1.01% | Victory Capital Management Inc. |
| 12 | GAMCO Global Gold, Natural Resources & Income Trust | 15% | — | — |
| 13 | ActivePassive International Equity ETF · APIE | 15% | 0.45% | — |
| 14 | Olstein Strategic Opportunities Fund · OFSFX, OFSAX, OFSCX | 15% | 1.35% | Olstein Capital Mangement, L.P. |
| 15 | Innovator IBD(R) Breakout Opportunities ETF | 15% | 0.80% | Innovator Capital Management, LLC |
| 16 | Hood River New Opportunities Fund · HRNOX, HRNIX, HRNRX | 15% | 0.85% | Hood River Capital Management LLC |
| 17 | Gabelli Gold Fund Inc · GLDAX, GOLDX, GLDCX, GLDIX | 15% | 1.19% | Gabelli Funds, LLC |
| 18 | SGI Global Equity Fund · SGLIX, SGLAX | 15% | 0.84% | Summit Global Investment, LLC |
| 19 | GAMCO Natural Resources, Gold & Income Trust | 14% | — | — |
| 20 | Sprott Gold Miners ETF | 14% | 0.50% | Sprott Asset Management USA, Inc. |
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