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 | ARS Core Equity Portfolio ETF · ACEP | 34% | 0.45% | — |
| 2 | Sapient Quality Select ETF | 31% | 0.80% | — |
| 3 | ProShares Nasdaq-100 Dorsey Wright Momentum ETF · QQQA | 31% | 0.58% | PROSHARE ADVISORS LLC |
| 4 | CTIVP - Westfield Select Large Cap Growth Fund | 31% | 0.69% | Columbia Management Investment Advisers, LLC |
| 5 | Grizzle Growth ETF · DARP | 30% | 0.75% | — |
| 6 | CONNORS HEDGED EQUITY FUND | 30% | 1.10% | Connors Investor Services, Inc. |
| 7 | Nestyield Total Return Guard ETF · EGGS | 30% | 0.93% | Tidal Investments LLC |
| 8 | SGI U.S. Large Cap Core ETF · SGLC | 30% | 0.85% | Summit Global Investment, LLC |
| 9 | QRAFT AI-Enhanced U.S. Large Cap Momentum ETF · AMOM | 29% | 0.75% | Exchange Traded Concepts, LLC |
| 10 | Fidelity SAI U.S. Momentum Index Fund · FUMIX cheaper | 29% | 0.11% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Focused Stock Fund · FTQGX, FSFMX, FSFJX, FSFGX, FSFNX, FSFOX | 29% | 0.61% | Fidelity Management & Research Company LLC |
| 12 | Smart Trend 25 ETF · STRN | 29% | 0.59% | Tidal Investments LLC |
| 13 | Adaptive Core ETF · RULE | 28% | 1.84% | — |
| 14 | Fidelity SAI Sustainable U.S. Equity Fund · FIDEX | 28% | 0.56% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Sustainable U.S. Equity Fund · FSEKX, FSEPX, FSEOX, FSEQX, FSEWX, FSEBX | 28% | 0.75% | Fidelity Management & Research Company LLC |
| 16 | Principal Capital Appreciation Select ETF · LCAP cheaper | 28% | 0.29% | Principal Global Investors, LLC |
| 17 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX | 28% | 0.45% | Principal Global Investors, LLC |
| 18 | Invesco V.I. American Franchise Fund | 28% | 0.85% | Invesco Advisers, Inc. |
| 19 | Large Cap Core Portfolio I | 28% | — | UBS Trust Company of Puerto Rico |
| 20 | Nuveen Sustainable Core ETF · NSCR | 28% | 0.45% | Nuveen Fund Advisors, LLC |
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