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 | Fidelity SAI Merger Arbitrage Fund · FMADX cheaper | 20% | 1.10% | — |
| 2 | Fidelity Managed Futures ETF · FFUT cheaper | 20% | 0.80% | — |
| 3 | Campbell Systematic Macro Fund · EBSAX, EBSIX, EBSPX, EBSCX diff. adviser | 20% | 1.76% | Campbell & Company Investment Adviser LLC |
| 4 | Fidelity SAI Managed Futures Fund · FMFLX cheaper | 19% | 1.05% | — |
| 5 | International Income Portfolio diff. adviser | 18% | — | Boston Management and Research |
| 6 | Hennessy Total Return Fund · HDOGX diff. adviser | 17% | 3.25% | Hennessy Advisors Inc. |
| 7 | Wisdom Short Term Government Fund · SLWTX cheaper diff. adviser | 15% | 0.23% | Wisdom Fixed Income Management, LLC |
| 8 | THE CHESAPEAKE GROWTH FUND · CHCGX diff. adviser | 14% | 1.71% | Gardner Lewis Asset Management |
| 9 | Hodges Blue Chip Equity Income Fund cheaper diff. adviser | 14% | 1.30% | Hodges Capital Management, Inc. |
| 10 | Pacer S&P 500 Quality FCF Aristocrats ETF · LCOW cheaper diff. adviser | 13% | 0.49% | Pacer Advisors, Inc. |
| 11 | Pathfinder Disciplined US Equity ETF · PFDE cheaper | 13% | 0.59% | — |
| 12 | Fidelity Advisor Financials Fund · FAFDX, FAFCX, FAFSX, FFSIX, FIKBX cheaper diff. adviser | 13% | 0.59% | Fidelity Management & Research Company LLC |
| 13 | VIP Financials Portfolio cheaper diff. adviser | 13% | 0.61% | Fidelity Management & Research Company LLC |
| 14 | Select Financials Portfolio · FIDSX cheaper diff. adviser | 12% | 0.69% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Quality Factor ETF · FQAL cheaper diff. adviser | 12% | 0.15% | Fidelity Management & Research Company LLC |
| 16 | Fidelity SAI U.S. Quality Index Fund · FUQIX cheaper diff. adviser | 12% | 0.10% | Fidelity Management & Research Company LLC |
| 17 | AUXIER FOCUS FUND · AUXAX, AUXFX, AUXIX cheaper diff. adviser | 12% | 0.80% | AUXIER ASSET MANAGEMENT LLC |
| 18 | Global X 1-3 Month T-Bill ETF · CLIP cheaper diff. adviser | 12% | 0.07% | Global X Management Company LLC |
| 19 | Virtus AlphaSimplex Managed Futures ETF · ASMF cheaper diff. adviser | 12% | 0.80% | Virtus Alternative Investment Advisers, LLC |
| 20 | WAYCROSS FOCUSED CORE EQUITY FUND · WAYFX cheaper diff. adviser | 12% | 0.69% | Waycross Partners, LLC |
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