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 | Tandem Fund · TANDX diff. adviser | 21% | 0.66% | CASTLE INVESTMENT MANAGEMENT, LLC |
| 2 | VALUE LINE MID CAP FOCUSED FUND, INC. · VLIFX, VLMIX diff. adviser | 16% | 0.87% | EULAV Asset Management |
| 3 | Bright Rock Mid Cap Growth Fund · BQMGX, BQMIX diff. adviser | 16% | 0.82% | Bright Rock Capital Management, LLC |
| 4 | Virtus KAR Mid-Cap Growth Fund · PHSKX, PSKCX, PICMX, VRMGX | 15% | 0.83% | — |
| 5 | Indexperts Quality Earnings Focused ETF · QIDX cheaper diff. adviser | 15% | 0.50% | Indexperts, LLC |
| 6 | Guinness Atkinson Global Innovators Fund · IWIRX, GINNX diff. adviser | 15% | 0.99% | Guinness Atkinson Asset Management, Inc. |
| 7 | Saratoga Health & Biotechnology Fund · SBHIX, SHPCX, SHPAX diff. adviser | 14% | 2.60% | Saratoga Capital Management, LLC |
| 8 | DWS Health and Wellness Fund · SUHAX, SUHCX, SCHLX, SUHIX diff. adviser | 14% | 1.03% | DWS Investment Management Americas, Inc. |
| 9 | Bancreek U.S. Large Cap ETF · BCUS diff. adviser | 14% | 0.70% | Exchange Traded Concepts, LLC |
| 10 | Honeytree U.S. Equity ETF · BEEZ cheaper | 14% | 0.64% | — |
| 11 | Dearborn Partners Rising Dividend Fund · DRDAX, DRDCX, DRDIX diff. adviser | 14% | 0.95% | Dearborn Partners L.L.C. |
| 12 | Nationwide Geneva Mid Cap Growth Fund · NWHVX, NWHWX, NWKAX, NWHYX diff. adviser | 13% | 0.75% | Nationwide Fund Advisors |
| 13 | American Resilience Portfolio · MSBWX, MSBVX, MSBQX, MSCUX diff. adviser | 13% | 0.65% | Morgan Stanley Investment Management Inc. |
| 14 | BNY Mellon Global Stock Fund · DGLAX, DGLCX, DGLRX, DGLYX diff. adviser | 13% | 0.90% | BNY Mellon Investment Adviser, Inc. |
| 15 | Invesco KBW Regional Banking ETF · FDIQ cheaper diff. adviser | 13% | 0.35% | Invesco Capital Management LLC |
| 16 | State Street(R) Health Care Select Sector SPDR(R) ETF · XLV cheaper diff. adviser | 13% | 0.08% | SSGA Funds Management, Inc. |
| 17 | Suncoast Select Growth ETF · SEMG cheaper | 13% | 0.60% | — |
| 18 | PROFUND VP HEALTH CARE diff. adviser | 13% | 1.68% | ProFund Advisors LLC |
| 19 | Liberty One Defensive Dividend Growth ETF | 12% | 0.85% | — |
| 20 | SMI 3Fourteen Full-Cycle Trend ETF · FCTE diff. adviser | 12% | 0.85% | 3Fourteen & SMI Advisory Services, LLC |
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