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 | DAC 3D Dividend Growth ETF · DVGR | 21% | — | — |
| 2 | ETC 6 Meridian Quality Growth ETF · SXQG cheaper | 21% | 0.55% | Exchange Traded Concepts, LLC |
| 3 | Calvert Equity Fund · CSIEX, CSECX, CEYIX, CEYRX cheaper | 20% | 0.59% | Calvert Research and Management |
| 4 | Siren DIVCON Leaders Dividend ETF · LEAD cheaper | 20% | 0.43% | SRN Advisors LLC |
| 5 | Tema Durable Quality ETF · TOLL cheaper | 20% | 0.55% | Tema Global Limited, Tema ETFs LLC |
| 6 | Motley Fool Capital Efficiency 100 Index ETF · TMFE cheaper | 19% | 0.50% | Motley Fool Asset Management |
| 7 | Siren DIVCON Dividend Defender ETF · DFND | 19% | 1.75% | SRN Advisors LLC |
| 8 | Invesco S&P 500 Quality ETF · SPHQ cheaper | 19% | 0.15% | Invesco Capital Management LLC |
| 9 | Value Line Select Growth Fund, Inc. · VALSX, VILSX | 18% | 0.89% | EULAV Asset Management |
| 10 | Eaton Vance Atlanta Capital Focused Growth Fund · EAALX, EILGX, EAGCX, ERLGX | 18% | 0.72% | Boston Management and Research |
| 11 | Strive 1000 Dividend Growth ETF · STXD cheaper | 18% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 12 | Polen Focus Growth ETF cheaper | 17% | 0.49% | — |
| 13 | Polen Growth Fund · POLRX, POLIX | 17% | 0.97% | Polen Capital Management, L.L.C. |
| 14 | Dearborn Partners Rising Dividend Fund · DRDAX, DRDCX, DRDIX | 17% | 0.95% | Dearborn Partners L.L.C. |
| 15 | Guinness Atkinson Global Innovators Fund · IWIRX, GINNX | 16% | 0.99% | Guinness Atkinson Asset Management, Inc. |
| 16 | AMG Renaissance Large Cap Growth Fund · MRLIX, MRLSX, MRLTX | 16% | 0.66% | AMG Funds LLC |
| 17 | Nicholas Fund, Inc. · NICSX | 16% | 0.70% | Nicholas Company, Inc. |
| 18 | Invesco Global Focus Fund | 16% | 0.87% | Invesco Advisers, Inc. |
| 19 | U.S. Large Cap Growth Portfolio cheaper | 16% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 20 | Integrity Growth & Income Fund · IGIAX, IGIUX, IGIVX | 15% | 0.99% | Viking Fund Management, LLC |
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