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 | Fundstrat Granny Shots US Large Cap ETF · GRNY cheaper diff. adviser | 20% | 0.75% | Tidal Investments LLC |
| 2 | Fundstrat Granny Shots US Large Cap & Income ETF · GRNI cheaper | 20% | 0.99% | — |
| 3 | Motley Fool Momentum Factor ETF · MFMO cheaper | 19% | 0.50% | — |
| 4 | Teberg Fund · TEBRX, ABSTX diff. adviser | 19% | 2.03% | Absolute Capital Management, LLC |
| 5 | QRAFT AI-Enhanced U.S. Large Cap Momentum ETF · AMOM cheaper diff. adviser | 19% | 0.75% | Exchange Traded Concepts, LLC |
| 6 | iShares MSCI USA Quality GARP ETF · GARP cheaper diff. adviser | 18% | 0.15% | BlackRock Fund Advisors |
| 7 | PeakShares Sector Rotation ETF cheaper diff. adviser | 18% | 1.07% | PeakShares, LLC |
| 8 | Integrity Growth & Income Fund · IGIAX, IGIUX, IGIVX cheaper diff. adviser | 18% | 0.99% | Viking Fund Management, LLC |
| 9 | State Street(R) US Sector Rotation ETF · XLSR cheaper diff. adviser | 18% | 0.70% | SSGA Funds Management, Inc. |
| 10 | iShares Large Cap Growth Active ETF cheaper diff. adviser | 18% | 0.55% | BlackRock Fund Advisors |
| 11 | AQR Large Cap Momentum Style Fund · AMOMX, AMONX, QMORX cheaper diff. adviser | 18% | 0.31% | AQR Capital Management, LLc |
| 12 | iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser | 17% | 0.26% | BlackRock Fund Advisors |
| 13 | iShares MSCI USA Momentum Factor ETF · MTUM cheaper diff. adviser | 17% | 0.15% | BlackRock Fund Advisors |
| 14 | BlackRock Capital Appreciation Fund, Inc. cheaper diff. adviser | 17% | 0.62% | BlackRock Advisors, LLC |
| 15 | BlackRock Large Cap Focus Growth Fund, Inc. cheaper diff. adviser | 17% | 0.62% | BlackRock Advisors, LLC |
| 16 | Adams Diversified Equity Fund, Inc. | 17% | — | — |
| 17 | American Century U.S. Quality Growth ETF · QGRO cheaper | 17% | 0.29% | — |
| 18 | Astoria US Quality Growth Kings ETF · GQQQ cheaper diff. adviser | 17% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 19 | Fidelity Momentum Factor ETF · FDMO cheaper diff. adviser | 16% | 0.15% | Fidelity Management & Research Company LLC |
| 20 | Horizon Digital Frontier ETF · YNOT cheaper diff. adviser | 16% | 0.75% | HORIZON INVESTMENTS LLC. |
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