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 | Health Sciences Fund | 8% | 0.85% | — |
| 2 | Baillie Gifford U.S. Discovery Fund | 3% | 0.82% | — |
| 3 | Global X Health Care Covered Call & Growth ETF cheaper diff. adviser | 3% | 0.60% | Global X Management Company LLC |
| 4 | NYLI Engender Equality ETF · EQUL cheaper | 3% | 0.45% | — |
| 5 | VanEck Morningstar ESG Moat ETF · MOTE cheaper | 3% | 0.50% | — |
| 6 | Allspring Large Company Value Portfolio | 3% | — | — |
| 7 | FIIG US SMALL CAP EQUITY · IUSCX cheaper diff. adviser | 3% | 0.75% | Fisher Asset Management LLC |
| 8 | TrueShares Technology, AI & Deep Learning ETF cheaper diff. adviser | 2% | 0.69% | TrueMark Investments, LLC |
| 9 | Guggenheim Alpha Opportunity Fund · SAOAX, SAOCX, SAOIX, SAOSX | 2% | 1.49% | — |
| 10 | Centre American Select Equity Fund diff. adviser | 2% | 1.05% | Centre Asset Management, LLC |
| 11 | UBS U.S. SMALL CAP GROWTH FUND · BNSCX, BISCX cheaper diff. adviser | 2% | 0.15% | UBS Asset Management (Americas) LLC |
| 12 | Victory RS Small Cap Equity Fund diff. adviser | 2% | 1.10% | Victory Capital Management Inc. |
| 13 | Pioneer Equity Income Fund cheaper diff. adviser | 2% | 0.68% | Amundi Asset Management US, Inc. |
| 14 | Stock Dividend Fund, Inc. diff. adviser | 2% | 0.85% | Adams Asset Advisors, LLC |
| 15 | NYLI Healthy Hearts ETF · HART cheaper diff. adviser | 2% | 0.45% | New York Life Investment Management LLC |
| 16 | Chestnut Street Exchange Fund diff. adviser | 2% | — | Mitchell Sinkler & Starr Inc |
| 17 | Gotham Enhanced 500 Plus Fund · GEFPX diff. adviser | 2% | 2.02% | Gotham Asset Management, LLC |
| 18 | Gotham Hedged Core Fund · GCHDX diff. adviser | 2% | 1.70% | Gotham Asset Management, LLC |
| 19 | Pioneer Equity Income VCT Portfolio diff. adviser | 2% | 0.83% | Amundi Asset Management US, Inc. |
| 20 | Pioneer Intrinsic Value Fund · PVCCX, PISYX, PISVX cheaper | 2% | 0.55% | — |
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