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 | iShares U.S. Broker-Dealers & Securities Exchanges ETF · IAI diff. adviser | 32% | 0.38% | BlackRock Fund Advisors |
| 2 | Horizon Kinetics Blockchain Development ETF · BCDF diff. adviser | 28% | 0.85% | Horizon Kinetics Asset Management LLC |
| 3 | Select Brokerage and Investment Management Portfolio · FSLBX diff. adviser | 27% | 0.69% | Fidelity Management & Research Company LLC |
| 4 | Baron Financials ETF · BCFN diff. adviser | 25% | 0.80% | BAMCO, Inc. |
| 5 | Baron FinTech Fund · BFIUX, BFINX, BFIIX diff. adviser | 25% | 0.95% | BAMCO, Inc. |
| 6 | Invesco V.I. Balanced-Risk Allocation Fund diff. adviser | 22% | 0.88% | Invesco Advisers, Inc. |
| 7 | Invesco BulletShares 2025 Corporate Bond ETF · BSCP cheaper | 22% | 0.10% | Invesco Capital Management LLC |
| 8 | Invesco BulletShares 2025 High Yield Corporate Bond ETF · BSJP | 22% | 0.42% | Invesco Capital Management LLC |
| 9 | Amplify Bitcoin Max Income Covered Call ETF · BAGY | 22% | 0.65% | — |
| 10 | Amplify Ethereum Max Income Covered Call ETF | 22% | 0.75% | — |
| 11 | Amplify XRP 3% Monthly Premium Income ETF | 22% | 0.75% | — |
| 12 | Invesco BulletShares 2026 High Yield Corporate Bond ETF · BSJQ | 20% | 0.43% | Invesco Capital Management LLC |
| 13 | Tema Durable Quality ETF · TOLL diff. adviser | 19% | 0.55% | Tema Global Limited, Tema ETFs LLC |
| 14 | YCG Enhanced Fund · YCGEX diff. adviser | 19% | 1.17% | YCG, LLC |
| 15 | Eaton Vance Atlanta Capital Select Equity Fund · ESEAX, ESECX, ESEIX, ESERX diff. adviser | 18% | 0.75% | Eaton Vance Management |
| 16 | Direxion Monthly 7-10 Year Treasury Bear 1.75X Fund · DXKSX diff. adviser | 18% | 1.45% | RAFFERTY ASSET MANAGEMENT, LLC |
| 17 | State Street(R) SPDR(R) S&P(R) Capital Markets ETF · KCE diff. adviser | 18% | 0.35% | SSGA Funds Management, Inc. |
| 18 | Invesco Agency MBS ETF cheaper | 17% | 0.22% | — |
| 19 | Invesco Balanced-Risk Commodity Strategy Fund · BRCAX, BRCCX, BRCRX, BRCYX, BRCNX, IBRFX diff. adviser | 17% | 0.98% | Invesco Advisers, Inc. |
| 20 | American Resilience Portfolio · MSBWX, MSBVX, MSBQX, MSCUX diff. adviser | 16% | 0.65% | Morgan Stanley Investment Management Inc. |
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