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 | Aztlan North America Nearshoring Stock Selection ETF · NRSH | 20% | 0.76% | — |
| 2 | Invesco Dorsey Wright Industrials Momentum ETF · PRN cheaper | 20% | 0.60% | Invesco Capital Management LLC |
| 3 | Alpha Architect U.S. Quantitative Momentum ETF · QMOM cheaper | 18% | 0.28% | — |
| 4 | AdvisorShares HVAC and Industrials ETF · HVAC | 17% | 1.00% | AdvisorShares Investments, LLC |
| 5 | Developing Growth Portfolio | 17% | 1.04% | Lord, Abbett & Co. LLC |
| 6 | Putnam VT Small Cap Growth Fund | 17% | 0.88% | Putnam Investment Management, LLC |
| 7 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX | 16% | 0.76% | Putnam Investment Management, LLC |
| 8 | Fundstrat Granny Shots US Small & Mid-cap ETF · GRNJ | 16% | 0.75% | — |
| 9 | LORD ABBETT DEVELOPING GROWTH FUND INC · LAGWX, LADCX, LADPX, LADYX, LADFX, LADQX, LADRX, LADSX, LADTX, LADVX, LOGWX cheaper | 16% | 0.60% | Lord, Abbett & Co. LLC |
| 10 | WCM Small Cap Growth Fund · WCMLX, WCMNX | 16% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 11 | FULLERTHALER BEHAVIORAL SMALL CAP EQUITY · FTHNX, FTHFX, FTHSX, FTYCX, FTHAX cheaper | 16% | 0.64% | — |
| 12 | Hennessy Cornerstone Mid Cap 30 Fund · HFMDX, HIMDX | 16% | 0.98% | Hennessy Advisors Inc. |
| 13 | Hilton Small-MidCap Opportunity ETF · SMCO cheaper | 15% | 0.55% | Tidal Investments LLC |
| 14 | PGIM Jennison NextGeneration Global Opportunities Fund · PAHTX, PAHUX, PAHVX, PAHSX | 15% | 1.01% | PGIM INVESTMENTS LLC |
| 15 | Invesco S&P SmallCap Industrials ETF · PSCI cheaper | 15% | 0.29% | Invesco Capital Management LLC |
| 16 | MarketDesk Focused U.S. Momentum ETF · FMTM cheaper | 15% | 0.45% | — |
| 17 | Harbor Small Cap Growth Fund · HASGX, HRSGX, HISGX, HNSGX | 15% | 0.80% | Harbor Capital Advisors, Inc. |
| 18 | Carillon Chartwell Small Cap Fund · CSSAX, CSSJX, UMBHX, CSSVX | 14% | 0.85% | Carillon Tower Advisers, Inc. |
| 19 | Transamerica Small Cap Growth · ASGTX, CSGTX, ISCGX, TSPIX, TSPRX, TSPFX, TSPTX, RTSGX | 14% | 1.00% | Transamerica Asset Management, Inc. |
| 20 | Invesco Building & Construction ETF · PKB cheaper | 14% | 0.57% | Invesco Capital Management LLC |
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