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 | First Trust Expanded Technology ETF · XPND cheaper diff. adviser | 35% | 0.65% | First Trust Advisors L.P. |
| 2 | BRADLEY FOSTER & SARGENT EQUITY FUND · BFSIX diff. adviser | 30% | 0.99% | Bradley, Foster & Sargent, Inc. |
| 3 | VOYA GROWTH AND INCOME PORTFOLIO · IAVGX, IIVGX, ISVGX, IGISX cheaper diff. adviser | 29% | 0.67% | Voya Investments, LLC |
| 4 | GMO U.S. Equity Fund · GMUEX, GMRTX, GMEQX, GMCQX, GMTMX cheaper diff. adviser | 29% | 0.40% | Grantham Mayo van Otterloo & Co LLC |
| 5 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 29% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 6 | Xtrackers Artificial Intelligence and Big Data ETF · XAIX cheaper diff. adviser | 28% | 0.35% | DBX Advisors LLC |
| 7 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 28% | 1.09% | — |
| 8 | Impact Shares Naacp Minority Empowerment ETF · NACP cheaper diff. adviser | 28% | 0.49% | Tidal Investments LLC |
| 9 | Guinness Atkinson Global Innovators Fund · IWIRX, GINNX diff. adviser | 28% | 0.99% | Guinness Atkinson Asset Management, Inc. |
| 10 | Boston Trust Walden Equity Fund · WSEFX diff. adviser | 27% | 0.96% | Boston Trust Walden Inc. |
| 11 | Parnassus Core Equity Fund · PRBLX, PRILX cheaper diff. adviser | 27% | 0.61% | Parnassus Investments, LLC |
| 12 | Transamerica Large Core ESG · TLARX, TLAFX, TLATX, TLACX, TLASX cheaper diff. adviser | 27% | 0.55% | Transamerica Asset Management, Inc. |
| 13 | HVIA EQUITY FUND · HVEIX, HVENX diff. adviser | 27% | 1.00% | Hudson Valley Investment Advisors, Inc. |
| 14 | Invesco Rising Dividends Fund cheaper diff. adviser | 27% | 0.64% | Invesco Advisers, Inc. |
| 15 | Payden Equity Income Fund · PYVLX, PYVAX, PYVSX cheaper diff. adviser | 27% | 0.65% | Payden & Rygel |
| 16 | COPLEY INVESTMENT FUND diff. adviser | 27% | 1.15% | DCM Advisors, LLC |
| 17 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 27% | 0.98% | HORIZON INVESTMENTS LLC. |
| 18 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 27% | 0.00% | American Century Investment Management, Inc. |
| 19 | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF · CDEI cheaper | 26% | 0.14% | — |
| 20 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 26% | 0.15% | Fidelity Management & Research Company LLC |
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