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 | ProShares Nasdaq-100 Dorsey Wright Momentum ETF · QQQA cheaper diff. adviser | 14% | 0.58% | PROSHARE ADVISORS LLC |
| 2 | Harbor Long-Short Equity ETF · LSEQ diff. adviser | 11% | 2.28% | Harbor Capital Advisors, Inc. |
| 3 | Hennessy Sustainable ETF · STNC cheaper diff. adviser | 10% | 0.85% | Hennessy Advisors Inc. |
| 4 | Invesco S&P Ultra Dividend Revenue ETF · RDIV cheaper diff. adviser | 9% | 0.39% | Invesco Capital Management LLC |
| 5 | Easterly Snow Small Cap Value Fund cheaper diff. adviser | 9% | 0.85% | Easterly Investment Partners LLC |
| 6 | VanEck Social Sentiment ETF · BUZZ cheaper diff. adviser | 8% | 0.76% | Van Eck Associates Corporation |
| 7 | AVE MARIA GROWTH FUND · AVEGX cheaper diff. adviser | 8% | 0.91% | Schwartz Investment Counsel, Inc. |
| 8 | Roundhill Meme Stock ETF · MEME cheaper diff. adviser | 8% | 0.69% | Roundhill Financial Inc |
| 9 | iShares MSCI USA Value Factor ETF · VLUE cheaper diff. adviser | 8% | 0.15% | BlackRock Fund Advisors |
| 10 | Baillie Gifford Institutional Long Term Global Growth Fund | 8% | — | — |
| 11 | Pacer Data and Digital Revolution ETF · TRFK cheaper diff. adviser | 8% | 0.49% | Pacer Advisors, Inc. |
| 12 | Baillie Gifford Long Term Global Growth Fund · BGLTX, BGLOX, BGLFX, BGADX, BSGLX, BGLKX cheaper diff. adviser | 7% | 0.55% | Baillie Gifford Overseas Ltd |
| 13 | Rainwater Equity ETF · RW | 7% | 1.25% | — |
| 14 | iShares U.S. Pharmaceuticals ETF · IHE cheaper diff. adviser | 7% | 0.38% | BlackRock Fund Advisors |
| 15 | FIS Tactical Equity ETF · ACTS cheaper | 7% | 0.69% | — |
| 16 | iShares Large Cap Core Active ETF cheaper diff. adviser | 7% | 0.36% | BlackRock Fund Advisors |
| 17 | Unrestricted Series · BUNRX diff. adviser | 7% | — | Carosa, Stanton Asset Management, LCC |
| 18 | Fidelity SAI Small-Mid Cap Momentum Index Fund · FZFLX cheaper diff. adviser | 7% | 0.05% | Fidelity Management & Research Company LLC |
| 19 | Defiance Retail Kings ETF · RKNG cheaper | 7% | 0.79% | — |
| 20 | Invesco Semiconductors ETF · PSI cheaper diff. adviser | 7% | 0.56% | Invesco Capital Management LLC |
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