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 | SGI Peak Growth Fund · SGPKX cheaper | 24% | 1.08% | Summit Global Investment, LLC |
| 2 | Abacus FCF International Leaders ETF · ABLG cheaper | 21% | 0.54% | — |
| 3 | Overlay Shares Municipal Bond ETF · OVM cheaper | 21% | 0.81% | — |
| 4 | Abacus Flexible Bond Leaders ETF · ABXB cheaper | 21% | 0.62% | — |
| 5 | Atac Us Rotation ETF · RORO cheaper diff. adviser | 21% | 1.14% | Tidal Investments LLC |
| 6 | ActivePassive International Equity ETF · APIE cheaper | 21% | 0.45% | — |
| 7 | Kensington Active Advantage Fund · KADIX, KADCX, KADAX diff. adviser | 21% | 1.55% | Kensington Asset Management, LLC |
| 8 | Sofi Next 500 ETF · SFYX cheaper diff. adviser | 20% | 0.06% | Tidal Investments LLC |
| 9 | GuidePath Growth and Income Fund · GPIGX cheaper diff. adviser | 19% | 0.85% | AssetMark Inc. |
| 10 | Innovator IBD(R) Breakout Opportunities ETF cheaper diff. adviser | 19% | 0.80% | Innovator Capital Management, LLC |
| 11 | Villere Equity Fund · VLEQX cheaper | 16% | 1.07% | — |
| 12 | Sound Enhanced Fixed Income ETF · FXED diff. adviser | 16% | 1.89% | Tidal Investments LLC |
| 13 | Innovator IBD(R) 50 ETF · FFTY cheaper diff. adviser | 16% | 0.80% | Innovator Capital Management, LLC |
| 14 | Pacer US Small Cap Cash Cows Growth Leaders ETF · CAFG cheaper diff. adviser | 16% | 0.59% | Pacer Advisors, Inc. |
| 15 | Matson Money Fixed Income VI Fund · FMVFX cheaper diff. adviser | 16% | 0.86% | Matson Money, Inc. |
| 16 | GuidePath Conservative Allocation Fund · GPTCX, GITTX, GCANX cheaper diff. adviser | 15% | 0.35% | AssetMark Inc. |
| 17 | Hood River Small-Cap Growth Fund · HRSMX, HRSRX, HRSIX cheaper diff. adviser | 15% | 0.97% | Hood River Capital Management LLC |
| 18 | Olstein Strategic Opportunities Fund · OFSFX, OFSAX, OFSCX diff. adviser | 15% | 1.35% | Olstein Capital Mangement, L.P. |
| 19 | Ocean Park Domestic ETF cheaper diff. adviser | 15% | 0.98% | Ocean Park Asset Management, LLC |
| 20 | ROCK OAK CORE GROWTH FUND · RCKSX cheaper diff. adviser | 15% | 1.25% | Oak Associates, Ltd. |
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