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 | SA BlackRock Multi-Factor 70/30 Portfolio cheaper diff. adviser | 25% | 0.51% | SunAmerica Asset Management, LLC |
| 2 | AdvisorShares Dorsey Wright FSM US Core ETF · DWUS cheaper | 19% | 1.08% | AdvisorShares Investments, LLC |
| 3 | Transamerica BlackRock iShares Edge 100 VP cheaper diff. adviser | 14% | 0.73% | Transamerica Asset Management, Inc. |
| 4 | PFG BR Equity ESG Strategy Fund diff. adviser | 13% | 2.12% | Pacific Financial Group, LLC |
| 5 | Transamerica BlackRock iShares Edge 75 VP cheaper diff. adviser | 11% | 0.70% | Transamerica Asset Management, Inc. |
| 6 | AdvisorShares Vice ETF · VICE cheaper | 10% | 0.99% | AdvisorShares Investments, LLC |
| 7 | AdvisorShares Restaurant ETF · EATZ cheaper | 10% | 1.00% | AdvisorShares Investments, LLC |
| 8 | AdvisorShares STAR Global Buy-Write ETF · VEGA | 9% | 1.25% | AdvisorShares Investments, LLC |
| 9 | AdvisorShares Q Dynamic Growth ETF · QPX | 9% | 1.74% | AdvisorShares Investments, LLC |
| 10 | WisdomTree Bianco Total Return Fund · WTBN cheaper diff. adviser | 9% | 0.60% | WisdomTree Asset Management, Inc. |
| 11 | Ultra-Small Company Fund · BRUSX cheaper diff. adviser | 9% | 1.21% | Bridgeway Capital Management, LLC |
| 12 | Ultra-Small Company Market Fund · BRSIX cheaper diff. adviser | 8% | 0.75% | Bridgeway Capital Management, LLC |
| 13 | Defined Duration 20 ETF · DDXX cheaper | 8% | 0.25% | — |
| 14 | Madison Aggressive Allocation Fund · MAGSX, MAACX cheaper diff. adviser | 8% | 1.00% | Madison Asset Management, LLC |
| 15 | AdvisorShares Psychedelics ETF · PSIL cheaper | 8% | 1.00% | AdvisorShares Investments, LLC |
| 16 | Aggressive Allocation Fund cheaper diff. adviser | 8% | 0.66% | Madison Asset Management, LLC |
| 17 | WisdomTree Private Credit and Alternative Income Fund · HYIN diff. adviser | 7% | 4.34% | WisdomTree Asset Management, Inc. |
| 18 | Transamerica BlackRock iShares Edge 50 VP cheaper diff. adviser | 7% | 0.64% | Transamerica Asset Management, Inc. |
| 19 | AdvisorShares Dorsey Wright ADR ETF · AADR cheaper | 6% | 1.09% | AdvisorShares Investments, LLC |
| 20 | Alexis Practical Tactical ETF · LEXI cheaper diff. adviser | 6% | 1.00% | Alexis Investment Partners, LLC |
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