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 | ARK Innovation ETF · ARKK cheaper diff. adviser | 91% | 0.75% | ARK Investment Management LLC |
| 2 | ARK Next Generation Internet ETF · ARKW cheaper diff. adviser | 56% | 0.76% | ARK Investment Management LLC |
| 3 | ARK Blockchain & Fintech Innovation ETF · ARKF cheaper diff. adviser | 43% | 0.75% | ARK Investment Management LLC |
| 4 | ARK Autonomous Technology & Robotics ETF · ARKQ cheaper diff. adviser | 32% | 0.75% | ARK Investment Management LLC |
| 5 | ARK Genomic Revolution ETF · ARKG cheaper diff. adviser | 28% | 0.75% | ARK Investment Management LLC |
| 6 | Bitwise Web3 ETF · BWEB cheaper diff. adviser | 28% | 0.85% | Bitwise Investment Manager, LLC |
| 7 | Sofi Social 50 ETF · SFYF cheaper diff. adviser | 27% | 0.29% | Tidal Investments LLC |
| 8 | VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. · VALLX, VLLIX cheaper diff. adviser | 26% | 0.89% | EULAV Asset Management |
| 9 | Dan IVES Wedbush AI Revolution ETF · IVES cheaper | 24% | 0.75% | — |
| 10 | Founder-Led ETF diff. adviser | 24% | — | Corgi Strategies, LLC |
| 11 | Monetta Fund · MONTX diff. adviser | 23% | 1.36% | Monetta Financial Services Inc |
| 12 | Zevenbergen Growth Fund · ZVNIX, ZVNBX cheaper diff. adviser | 22% | 1.00% | Zevenbergen Capital Investments LLC |
| 13 | ARK Space & Defense Innovation ETF · ARKX cheaper diff. adviser | 22% | 0.75% | ARK Investment Management LLC |
| 14 | Virtus Zevenbergen Innovative Growth Stock Fund · SAGAX, SCATX, VZGRX cheaper diff. adviser | 22% | 0.90% | Virtus Investment Advisers, LLC |
| 15 | AOT Growth and Innovation ETF · AOTG cheaper diff. adviser | 22% | 0.75% | Empowered Funds, LLC d/b/a EA Advisers |
| 16 | YieldMax AI and Tech Portfolio Option Income ETF · GPTY | 21% | 1.06% | — |
| 17 | Growth Portfolio · MEGIX, MEGTX cheaper diff. adviser | 21% | 0.57% | Morgan Stanley Investment Management Inc. |
| 18 | REX Crypto Equity Premium Income ETF · CEPI cheaper diff. adviser | 21% | 0.85% | REX Advisers, LLC |
| 19 | REX FANG & Innovation Equity Premium Income ETF · FEPI cheaper diff. adviser | 21% | 0.65% | REX Advisers, LLC |
| 20 | GROWTH PORTFOLIO · MSEQX, MSEGX, MSHLX, MGRPX, MSGUX, MGHRX cheaper diff. adviser | 21% | 0.52% | Morgan Stanley Investment Management Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.