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 | Eventide Large Cap Value ETF · ESLV cheaper | 43% | 0.39% | — |
| 2 | Eventide Large Cap Focus Fund · ETLNX, ETLAX, ETLCX, ETLIX | 40% | 0.94% | — |
| 3 | Eventide Dividend Opportunities Fund · ETADX, ETCDX, ETIDX, ETNDX | 37% | 0.95% | — |
| 4 | Truth Social American Energy Security ETF | 31% | 0.65% | — |
| 5 | Eventide US Market ETF · ESUM cheaper | 30% | 0.39% | Eventide Asset Management, LLC |
| 6 | Eventide Large Cap Growth ETF · ESLG cheaper | 29% | 0.39% | — |
| 7 | SPIRIT OF AMERICA ENERGY FUND · SOAEX, SACEX, SAIEX diff. adviser | 27% | 1.28% | Spirit of America Management Corp. |
| 8 | FT Energy Income Partners Enhanced Income ETF · EIPI diff. adviser | 25% | 1.11% | First Trust Advisors L.P. |
| 9 | Eventide Balanced Fund · ETAMX, ETCMX, ETIMX, ETNMX | 25% | 0.82% | — |
| 10 | iShares Global Infrastructure ETF · IGF cheaper diff. adviser | 24% | 0.39% | BlackRock Fund Advisors |
| 11 | SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF · GII cheaper diff. adviser | 24% | 0.40% | SSGA Funds Management, Inc. |
| 12 | Centre Global Infrastructure Fund · DHINX, DHIVX diff. adviser | 23% | 1.05% | HORIZON INVESTMENTS LLC. |
| 13 | Nuveen Dividend Growth ETF · NDVG diff. adviser | 23% | 0.65% | Nuveen Fund Advisors, LLC |
| 14 | Nuveen Dividend Growth Fund · NSBAX, NSBCX, NSBRX, NSBFX, NUDG | 23% | 0.61% | — |
| 15 | Tortoise Essential Energy Fund · TPZ diff. adviser | 22% | 0.85% | Tortoise Capital Advisors, LLC |
| 16 | Virtus Duff & Phelps Global Infrastructure Fund · PGUAX, PGUCX, PGIUX, VGIRX | 21% | 0.85% | — |
| 17 | iShares U.S. Infrastructure ETF · IFRA cheaper diff. adviser | 21% | 0.30% | BlackRock Fund Advisors |
| 18 | Madison Dividend Value ETF · DIVL diff. adviser | 21% | 0.65% | Madison Asset Management, LLC |
| 19 | Allspring Utility and Telecommunications Fund · EVUAX, EVUCX, EVUYX, EVUDX diff. adviser | 20% | 0.72% | Allspring Funds Management, LLC |
| 20 | Integrity Mid-North American Resources Fund · ICPAX, ICPUX, ICWIX diff. adviser | 20% | 1.00% | Viking Fund Management, LLC |
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