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 | Tuttle Capital Shareholders First Index ETF cheaper | 13% | 0.75% | — |
| 2 | Edge MidCap Fund · PEDGX, PEDMX, PEMCX cheaper | 12% | 0.67% | Principal Global Investors, LLC |
| 3 | BBH Select Series Mid Cap Fund · BBMIX, BBMRX cheaper | 11% | 0.81% | Brown Brothers Harriman & Co. |
| 4 | PSF Mid-Cap Growth Portfolio cheaper | 11% | 0.66% | PGIM INVESTMENTS LLC |
| 5 | Timothy Plan US Large/Mid Cap Core Enhanced ETF · TPLE cheaper | 10% | 0.52% | Timothy Partners Ltd. |
| 6 | MidCap Growth Fund III · PPQMX, PPQPX, PPIMX, PPQJX cheaper | 9% | 0.80% | Principal Global Investors, LLC |
| 7 | WCM SMID Quality Value Fund · WCMJX, WCMFX cheaper | 8% | 0.90% | WCM INVESTMENT MANAGEMENT |
| 8 | Baron FinTech Fund · BFIUX, BFINX, BFIIX | 8% | 0.95% | BAMCO, Inc. |
| 9 | Strive Mid-Cap ETF · STXM cheaper | 8% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 10 | VanEck Morningstar Wide Moat Growth ETF · MGRO cheaper | 8% | 0.49% | — |
| 11 | Acclivity Mid Cap Multi-Style Fund · AXMNX, AXMIX cheaper | 7% | 0.44% | Innealta Capital, LLC |
| 12 | RMB Small Cap Fund · RMBBX | 7% | 0.96% | Curi RMB Capital, LLC |
| 13 | RiverNorth Patriot ETF cheaper | 7% | 0.70% | TrueMark Investments, LLC |
| 14 | Janus Henderson U.S. Sustainable Equity ETF · SSPX cheaper | 7% | 0.55% | Janus Henderson Investors US LLC |
| 15 | THRIVENT CORE LOW VOLATILITY EQUITY FUND cheaper | 7% | 0.05% | Thrivent Asset Management, LLC |
| 16 | Neuberger Berman U.S. Equity Impact Fund · NEQIX, NEQAX, NEQCX cheaper | 7% | 0.91% | Neuberger Berman Investment Advisers LLC |
| 17 | Touchstone ETF Trust-Touchstone Climate Transition ETF · HEAT cheaper | 7% | 0.69% | Touchstone Advisors, Inc. |
| 18 | Allspring Small Company Growth Portfolio | 7% | — | Allspring Funds Management, LLC |
| 19 | Parametric Dividend Income Fund · EAPDX, EIPDX cheaper | 7% | 0.41% | Eaton Vance Management |
| 20 | Tortoise Global Water ESG Fund cheaper | 7% | 0.40% | Tortoise Index Solutions, LLC |
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