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 | CANTOR FITZGERALD LARGE CAP FOCUSED FUND · FICHX, FICGX, FICIX cheaper | 16% | 0.66% | Cantor Fitzgerald Investment Advisors, LP |
| 2 | Truth Social American Energy Security ETF cheaper | 14% | 0.65% | — |
| 3 | MarketDesk Focused U.S. Momentum ETF · FMTM cheaper | 14% | 0.45% | — |
| 4 | iShares U.S. Infrastructure ETF · IFRA cheaper diff. adviser | 14% | 0.30% | BlackRock Fund Advisors |
| 5 | Timothy Plan Aggressive Growth Fund · TAAGX, TCAGX, TIAGX diff. adviser | 14% | 1.36% | Timothy Partners Ltd. |
| 6 | Sit Small Cap Growth Fund · SSMGX diff. adviser | 14% | 1.50% | Sit Investment Associates, Inc. |
| 7 | PGIM Jennison Mid-Cap Growth Fund · JDERX, PEEAX, PEGCX, PEGZX, PJGQX, PEGEX, PEGGX cheaper diff. adviser | 13% | 0.60% | PGIM INVESTMENTS LLC |
| 8 | First Trust Alerian U.S. NextGen Infrastructure ETF · RBLD cheaper | 12% | 0.65% | — |
| 9 | Azzad Ethical Fund · ADJEX cheaper diff. adviser | 12% | 0.99% | Azzad Asset Management, Inc. |
| 10 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper diff. adviser | 11% | 0.05% | The Vanguard Group, Inc. |
| 11 | EQ/MFS Mid Cap Focused Growth Portfolio cheaper diff. adviser | 11% | 0.85% | Equitable Investment Management Group, LLC |
| 12 | Themes US Infrastructure ETF · HWAY cheaper | 11% | 0.29% | — |
| 13 | Catalyst Insider Buying Fund · INSAX, INSCX, INSIX | 11% | 1.28% | — |
| 14 | Invesco S&P 500 Value with Momentum ETF · SPVM cheaper diff. adviser | 11% | 0.39% | Invesco Capital Management LLC |
| 15 | SA JPMorgan Mid-Cap Growth Portfolio cheaper diff. adviser | 11% | 0.75% | SunAmerica Asset Management, LLC |
| 16 | YieldMax Ultra Option Income Strategy ETF · ULTY diff. adviser | 11% | 1.30% | Tidal Investments LLC |
| 17 | MID-CAP INDEX PORTFOLIO cheaper diff. adviser | 11% | 0.17% | The Vanguard Group, Inc. |
| 18 | VANGUARD MID-CAP INDEX FUND · VIMSX, VIMAX, VMCIX, VO, VMCPX cheaper diff. adviser | 11% | 0.02% | The Vanguard Group, Inc. |
| 19 | ALPS Electrification Infrastructure ETF cheaper diff. adviser | 10% | 0.50% | ALPS Advisors, Inc. |
| 20 | Unusual Whales Subversive Republican Trading ETF · GOP cheaper diff. adviser | 10% | 0.73% | Tidal Investments LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.