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 | Bancreek U.S. Large Cap ETF · BCUS cheaper | 24% | 0.70% | Exchange Traded Concepts, LLC |
| 2 | American Century U.S. Quality Growth ETF · QGRO cheaper | 19% | 0.29% | — |
| 3 | Vaughan Nelson Select Fund · VNSAX, VNSCX, VNSYX, VNSNX, VNSTX cheaper | 19% | 0.72% | Natixis Advisors, LLC |
| 4 | Rational Equity Armor Fund · HDCAX, HDCTX, HDCEX | 19% | 1.61% | Rational Advisors, Inc. |
| 5 | Natixis Vaughan Nelson Select ETF · VNSE cheaper | 18% | 0.80% | Natixis Advisors, LLC |
| 6 | SMI 3Fourteen Full-Cycle Trend ETF · FCTE cheaper | 18% | 0.85% | 3Fourteen & SMI Advisory Services, LLC |
| 7 | Lord Abbett Growth Leaders Fund · LGLAX, LGLCX, LGLFX, LGLIX, LGLQX, LGLRX, LGLSX, LGLUX, LGLVX, LGLOX cheaper | 18% | 0.58% | Lord, Abbett & Co. LLC |
| 8 | SEI Enhanced U.S. Large Cap Momentum Factor ETF · SEIM cheaper | 18% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 9 | QRAFT AI-Enhanced U.S. Large Cap Momentum ETF · AMOM cheaper | 18% | 0.75% | Exchange Traded Concepts, LLC |
| 10 | Invesco V.I. American Franchise Fund cheaper | 18% | 0.85% | Invesco Advisers, Inc. |
| 11 | Fidelity Focused Stock Fund · FTQGX, FSFMX, FSFJX, FSFGX, FSFNX, FSFOX cheaper | 18% | 0.61% | Fidelity Management & Research Company LLC |
| 12 | BARON FIFTH AVENUE GROWTH FUND · BFTHX, BFTIX, BFTUX cheaper | 17% | 0.75% | BAMCO, Inc. |
| 13 | Invesco S&P 500 Pure Growth ETF · RPG cheaper | 17% | 0.35% | Invesco Capital Management LLC |
| 14 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX cheaper | 17% | 0.61% | Invesco Advisers, Inc. |
| 15 | Iman Fund · IMANX cheaper | 17% | 1.00% | ALLIED ASSET ADVISORS, INC. |
| 16 | Nestyield Total Return Guard ETF · EGGS cheaper | 17% | 0.93% | Tidal Investments LLC |
| 17 | Global Concentrated Portfolio · MLNIX, MLNAX, MLNCX, MLNSX cheaper | 17% | 0.95% | Morgan Stanley Investment Management Inc. |
| 18 | WEDGEWOOD FUND · RWGFX, RWGIX cheaper | 17% | 1.00% | RiverPark Advisors, LLC |
| 19 | Harbor AI Inflection Strategy ETF · EPAI cheaper | 16% | 0.88% | — |
| 20 | Jensen Global Quality Growth Fund · JGQYX, JGQSX, JGQIX cheaper | 16% | 1.00% | JENSEN INVESTMENT MANAGEMENT, INC. |
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