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 | Horizon Kinetics Inflation Beneficiaries ETF · INFL | 30% | 0.85% | Horizon Kinetics Asset Management LLC |
| 2 | Invesco KBW Regional Banking ETF · FDIQ cheaper diff. adviser | 28% | 0.35% | Invesco Capital Management LLC |
| 3 | Kinetics Global Portfolio diff. adviser | 24% | — | Horizon Kinetics Asset Management |
| 4 | Kinetics Market Opportunities Portfolio diff. adviser | 23% | — | Horizon Kinetics Asset Management |
| 5 | Kinetics Small Cap Opportunities Portfolio diff. adviser | 20% | — | Horizon Kinetics Asset Management |
| 6 | Select Brokerage and Investment Management Portfolio · FSLBX cheaper diff. adviser | 16% | 0.69% | Fidelity Management & Research Company LLC |
| 7 | iShares U.S. Broker-Dealers & Securities Exchanges ETF · IAI cheaper diff. adviser | 16% | 0.38% | BlackRock Fund Advisors |
| 8 | Kinetics Internet Portfolio diff. adviser | 14% | — | Horizon Kinetics Asset Management |
| 9 | Kinetics Paradigm Portfolio diff. adviser | 14% | — | Horizon Kinetics Asset Management |
| 10 | Amplify Tokenization Technology ETF cheaper | 14% | 0.69% | — |
| 11 | State Street(R) SPDR(R) S&P(R) Capital Markets ETF · KCE cheaper diff. adviser | 13% | 0.35% | SSGA Funds Management, Inc. |
| 12 | Kinetics Spin-Off and Corporate Restructuring Fund · LSHAX, LSHCX, LSHUX, LSHEX diff. adviser | 13% | 1.29% | Horizon Kinetics Asset Management |
| 13 | Horizon Kinetics Texas ETF · TEXX | 11% | 0.85% | — |
| 14 | 1290 VT Small Cap Value Portfolio diff. adviser | 10% | 0.95% | Equitable Investment Management Group, LLC |
| 15 | Tema Durable Quality ETF · TOLL cheaper diff. adviser | 9% | 0.55% | Tema Global Limited, Tema ETFs LLC |
| 16 | American Resilience Portfolio · MSBWX, MSBVX, MSBQX, MSCUX cheaper diff. adviser | 9% | 0.65% | Morgan Stanley Investment Management Inc. |
| 17 | RENN Fund, Inc. | 9% | — | — |
| 18 | Amplify Blockchain Technology ETF · BLOK cheaper | 9% | 0.70% | — |
| 19 | Financial Industries Trust · JAFNX, JEFSX, JEFCX diff. adviser | 9% | 0.88% | John Hancock Variable Trust Advisers LLC |
| 20 | AdvisorShares Focused Equity ETF · CWS cheaper diff. adviser | 8% | 0.65% | AdvisorShares Investments, LLC |
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