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 | The U.S. Government Fixed Income Securities Portfolio · HCUSX cheaper diff. adviser | 9% | 0.14% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 2 | Scharf Multi-Asset Opportunity Fund · LOGOX, LOGBX cheaper | 9% | 0.95% | — |
| 3 | AdvisorShares Q Dynamic Growth ETF · QPX diff. adviser | 9% | 1.74% | AdvisorShares Investments, LLC |
| 4 | RH Tactical Outlook ETF · RHTX diff. adviser | 9% | 1.51% | Cavalier Investments, LLC d/b/a Adaptive Investments |
| 5 | The European Equity Fund, Inc. | 8% | — | — |
| 6 | WesMark Tactical Opportunity Fund · WMKTX diff. adviser | 8% | 1.63% | WESBANCO INVESTMENT DEPARTMENT |
| 7 | ACR Opportunity Fund · ACROX diff. adviser | 7% | 1.25% | ACR ALPINE CAPITAL RESEARCH, LLC |
| 8 | iShares U.S. Consumer Discretionary ETF · IYC cheaper diff. adviser | 7% | 0.38% | BlackRock Fund Advisors |
| 9 | Domini Impact International Equity Fund · DOMIX, DOMOX, DOMYX cheaper diff. adviser | 7% | 0.97% | Domini Impact Investments LLC |
| 10 | The Value Fund · CFVLX cheaper diff. adviser | 7% | 0.69% | Commerce Investment Advisors, Inc. |
| 11 | Value Advantage Portfolio cheaper diff. adviser | 7% | 0.67% | Pacific Life Fund Advisors LLC |
| 12 | The Core Fixed Income Portfolio · HCIIX cheaper diff. adviser | 7% | 0.30% | HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC |
| 13 | Invesco Diversified Dividend Fund · LCEAX, LCEVX, DDFIX, DDFRX, LCEIX, LCEYX, LCEFX cheaper diff. adviser | 7% | 0.47% | Invesco Advisers, Inc. |
| 14 | JPMorgan Value Advantage Fund · JVASX, JVAIX, JVAAX, JVACX, JVAPX, JVAQX, JVARX, JVAYX, JGAQX cheaper diff. adviser | 6% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 15 | Bridge Builder International Equity Fund · BBIEX cheaper diff. adviser | 6% | 0.34% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 16 | Six Circles International Unconstrained Equity Fund · CIUEX cheaper diff. adviser | 6% | 0.08% | J.P. Morgan Private Investments Inc. |
| 17 | ProShares Russell U.S. Dividend Growers ETF · TMDV cheaper diff. adviser | 6% | 0.35% | PROSHARE ADVISORS LLC |
| 18 | Harbor Long-Short Equity ETF · LSEQ diff. adviser | 6% | 2.28% | Harbor Capital Advisors, Inc. |
| 19 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 6% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | Touchstone ETF Trust-Touchstone Climate Transition ETF · HEAT cheaper diff. adviser | 6% | 0.69% | Touchstone Advisors, Inc. |
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