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 | Tortoise AI Infrastructure ETF · TCAI cheaper | 24% | 0.65% | Tortoise Capital Advisors, LLC |
| 2 | Smart Earnings Growth 30 ETF · SGRT cheaper | 23% | 0.59% | Tidal Investments LLC |
| 3 | SEI Enhanced U.S. Large Cap Momentum Factor ETF · SEIM cheaper | 23% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 4 | Donoghue Forlines Momentum VIT Fund | 22% | 1.56% | Donoghue Forlines LLC |
| 5 | Smart Trend 25 ETF · STRN cheaper | 22% | 0.59% | Tidal Investments LLC |
| 6 | DF Tactical Momentum Fund · MOJAX, MOJCX, MOJOX | 22% | 2.00% | Donoghue Forlines LLC |
| 7 | S&P 500 Pure Growth Fund | 20% | 1.64% | Security Investors, LLC |
| 8 | S&P 500 Pure Growth Fund · RYAWX, RYLGX, RYGRX | 20% | 1.55% | Security Investors, LLC |
| 9 | Alpha Architect U.S. Quantitative Momentum ETF · QMOM cheaper | 20% | 0.28% | — |
| 10 | Timothy Plan Aggressive Growth Fund · TAAGX, TCAGX, TIAGX | 20% | 1.36% | Timothy Partners Ltd. |
| 11 | MarketDesk Focused U.S. Momentum ETF · FMTM cheaper | 18% | 0.45% | — |
| 12 | First Trust Large Cap Growth AlphaDEX Fund · FTC cheaper | 18% | 0.58% | First Trust Advisors L.P. |
| 13 | Growth Opportunities Portfolio cheaper | 18% | 1.13% | Lord, Abbett & Co. LLC |
| 14 | MML Invesco Discovery Mid Cap Fund cheaper | 18% | 0.83% | MML Investment Advisers, LLC |
| 15 | Adaptive Core ETF · RULE | 18% | 1.84% | — |
| 16 | WBI BullBear Quality 3000 ETF · WBIL | 18% | 1.55% | Millington Securities LLC |
| 17 | Invesco Dorsey Wright Momentum ETF · PDP cheaper | 17% | 0.62% | Invesco Capital Management LLC |
| 18 | Castellan Targeted Equity ETF · CTEF cheaper | 17% | 0.45% | — |
| 19 | Berkshire Focus Fund · BFOCX | 17% | 1.96% | BERKSHIRE CAPITAL HOLDINGS, INC. |
| 20 | AdvisorShares HVAC and Industrials ETF · HVAC cheaper | 17% | 1.00% | AdvisorShares Investments, LLC |
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