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 | State Street(R) SPDR(R) NYSE Technology ETF · XNTK cheaper diff. adviser | 22% | 0.35% | SSGA Funds Management, Inc. |
| 2 | iShares MSCI USA Momentum Factor ETF · MTUM cheaper diff. adviser | 21% | 0.15% | BlackRock Fund Advisors |
| 3 | QRAFT AI-Enhanced U.S. Large Cap Momentum ETF · AMOM cheaper diff. adviser | 20% | 0.75% | Exchange Traded Concepts, LLC |
| 4 | iShares MSCI USA Quality GARP ETF · GARP cheaper diff. adviser | 20% | 0.15% | BlackRock Fund Advisors |
| 5 | ClearBridge Tactical Dividend Income Fund · CFLGX, SMDLX, LADIX, LCBDX diff. adviser | 19% | 1.02% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 6 | Invesco Large Cap Growth ETF · PWB cheaper diff. adviser | 19% | 0.55% | Invesco Capital Management LLC |
| 7 | iShares Future AI & Tech ETF · ARTY cheaper diff. adviser | 19% | 0.47% | BlackRock Fund Advisors |
| 8 | First Trust Innovation Leaders ETF · ILDR cheaper diff. adviser | 19% | 0.75% | First Trust Advisors L.P. |
| 9 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 18% | 0.17% | SSGA Funds Management, Inc. |
| 10 | First Trust Bloomberg Artificial Intelligence ETF · FAI cheaper | 18% | 0.65% | — |
| 11 | JPMorgan U.S. Momentum Factor ETF · JMOM cheaper diff. adviser | 18% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 12 | SPIRIT OF AMERICA ENERGY FUND · SOAEX, SACEX, SAIEX diff. adviser | 18% | 1.28% | Spirit of America Management Corp. |
| 13 | Invesco Dorsey Wright Momentum ETF · PDP cheaper diff. adviser | 18% | 0.62% | Invesco Capital Management LLC |
| 14 | State Street(R) Technology Select Sector SPDR(R) ETF · XLK cheaper diff. adviser | 18% | 0.08% | SSGA Funds Management, Inc. |
| 15 | First Trust Alerian U.S. NextGen Infrastructure ETF · RBLD cheaper | 18% | 0.65% | — |
| 16 | LMP Capital & Income Fund Inc. | 18% | — | — |
| 17 | American Beacon Man Large Cap Growth Fund · BLYAX, BLYCX, BRLGX, BLYPX, BLYYX, BLYRX diff. adviser | 18% | 0.77% | American Beacon Advisors, Inc. |
| 18 | US Vegan Climate ETF · VEGN cheaper | 17% | 0.60% | — |
| 19 | AQR Large Cap Momentum Style Fund · AMOMX, AMONX, QMORX cheaper diff. adviser | 17% | 0.31% | AQR Capital Management, LLc |
| 20 | PROFUND VP TECHNOLOGY diff. adviser | 17% | 1.66% | ProFund Advisors LLC |
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