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 | Invesco S&P MidCap Momentum ETF · XMMO cheaper | 23% | 0.35% | Invesco Capital Management LLC |
| 2 | Mohr Company NAV ETF · CNAV | 18% | 1.31% | — |
| 3 | MML Invesco Discovery Mid Cap Fund | 18% | 0.83% | MML Investment Advisers, LLC |
| 4 | AdvisorShares HVAC and Industrials ETF · HVAC | 17% | 1.00% | AdvisorShares Investments, LLC |
| 5 | Invesco V.I. Discovery Mid Cap Growth Fund | 16% | 0.85% | Invesco Advisers, Inc. |
| 6 | Shelton Sustainable Equity Fund · NEXTX, NEXIX | 16% | 1.01% | CCM Partners, LP. dba Shelton Capital Management |
| 7 | Driehaus Small/Mid Cap Growth Fund · DSMDX | 15% | 0.80% | Driehaus Capital Management LLC |
| 8 | First Trust RBA American Industrial Renaissance ETF · AIRR | 15% | 0.69% | — |
| 9 | Timothy Plan Aggressive Growth Fund · TAAGX, TCAGX, TIAGX | 14% | 1.36% | Timothy Partners Ltd. |
| 10 | Tortoise AI Infrastructure ETF · TCAI | 14% | 0.65% | Tortoise Capital Advisors, LLC |
| 11 | Allspring Mid Cap Growth Fund · WFEIX, SENAX, SEPKX, WENCX, WENRX | 14% | 0.80% | Allspring Funds Management, LLC |
| 12 | Growth Opportunities Portfolio | 14% | 1.13% | Lord, Abbett & Co. LLC |
| 13 | Columbia Variable Portfolio - Select Mid Cap Growth Fund | 14% | 0.82% | Columbia Management Investment Advisers, LLC |
| 14 | Invesco Discovery Mid Cap Growth Fund | 14% | 0.67% | Invesco Advisers, Inc. |
| 15 | CANTOR FITZGERALD EQUITY OPPORTUNITY FUND · ATGYX, ATGAX, ATGHX | 14% | 1.12% | Cantor Fitzgerald Investment Advisors, LP |
| 16 | Lord Abbett Growth Opportunities Fund · LMGAX, LMGCX, LGOPX, LMGYX, LGOFX, LGOQX, LGORX, LGOSX, LGOTX, LGOVX, LOMGX | 14% | 0.62% | Lord, Abbett & Co. LLC |
| 17 | SA JPMorgan Mid-Cap Growth Portfolio | 14% | 0.75% | SunAmerica Asset Management, LLC |
| 18 | Columbia Select Mid Cap Growth Fund · CBSAX, CMCCX, CLSPX, CMGYX, CMGVX, CLSDX | 13% | 0.78% | — |
| 19 | Smart Trend 25 ETF · STRN | 13% | 0.59% | Tidal Investments LLC |
| 20 | Invesco Dorsey Wright Industrials Momentum ETF · PRN | 13% | 0.60% | Invesco Capital Management LLC |
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