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 | Catalyst Dynamic Alpha Fund · CPEAX, CPECX, CPEIX | 24% | 1.13% | — |
| 2 | Invesco S&P 500 Momentum ETF · SPMO cheaper diff. adviser | 23% | 0.13% | Invesco Capital Management LLC |
| 3 | Bahl & Gaynor Dividend ETF · BGDV cheaper diff. adviser | 22% | 0.45% | BAHL & GAYNOR, INC. |
| 4 | CIBC ATLAS EQUITY INCOME FUND · AWYIX, AWYVX diff. adviser | 21% | 0.89% | CIBC Private Wealth Advisors, Inc. |
| 5 | iShares MSCI USA Momentum Factor ETF · MTUM cheaper diff. adviser | 21% | 0.15% | BlackRock Fund Advisors |
| 6 | Indexperts Gorilla Aggressive Growth ETF · RILA cheaper diff. adviser | 21% | 0.50% | Indexperts, LLC |
| 7 | American Century U.S. Quality Growth ETF · QGRO cheaper | 21% | 0.29% | — |
| 8 | Zacks Focus Growth ETF · GROZ cheaper diff. adviser | 21% | 0.55% | Zacks Investment Management, Inc. |
| 9 | iShares U.S. Thematic Rotation Active ETF cheaper diff. adviser | 20% | 0.57% | BlackRock Fund Advisors |
| 10 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 20% | 0.65% | UBS Asset Management (Americas) LLC |
| 11 | AdvisorShares Gerber Kawasaki ETF · GK diff. adviser | 20% | 0.77% | AdvisorShares Investments, LLC |
| 12 | Brendan Wood TopGun ETF · BWTG diff. adviser | 20% | 0.95% | Tuttle Capital Management, LLC |
| 13 | Edgewood Growth Fund · EGFIX, EGFFX, EGFSX diff. adviser | 19% | 1.00% | EDGEWOOD MANAGEMENT LLC |
| 14 | Inspire Growth ETF · GLRY diff. adviser | 19% | 0.80% | CWM Advisors, LLC |
| 15 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 19% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 16 | Nuveen Dividend Growth ETF · NDVG cheaper diff. adviser | 19% | 0.65% | Nuveen Fund Advisors, LLC |
| 17 | Stock Portfolio diff. adviser | 19% | — | Boston Management and Research |
| 18 | Nuveen Dividend Growth Fund · NSBAX, NSBCX, NSBRX, NSBFX, NUDG cheaper | 19% | 0.61% | — |
| 19 | Eaton Vance Risk-Managed Diversified Equity Income Fund | 19% | — | — |
| 20 | Eaton Vance Enhanced Equity Income Fund | 19% | — | — |
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