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 | FULLERTHALER BEHAVIORAL UNCONSTRAINED EQUITY · FTZIX, FTZFX, FTZAX, FTZCX | 29% | 0.89% | — |
| 2 | Pacer S&P MidCap 400 Quality FCF Aristocrats ETF · MCOW cheaper | 15% | 0.49% | Pacer Advisors, Inc. |
| 3 | FULLERTHALER BEHAVIORAL SMALL CAP EQUITY · FTHNX, FTHFX, FTHSX, FTYCX, FTHAX cheaper | 14% | 0.64% | — |
| 4 | Janus Henderson Mid Cap Growth Alpha ETF · JMID cheaper | 13% | 0.30% | Janus Henderson Investors US LLC |
| 5 | Victory Mid-Cap Core Growth Fund · MGOAX, MGOTX, MMSRX, MGOSX, MGOYX | 13% | 0.88% | Victory Capital Management Inc. |
| 6 | SRH U.S. Quality GARP ETF · SRHQ cheaper | 13% | 0.35% | Paralel Advisors LLC |
| 7 | FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND · FTHMX cheaper | 13% | 0.73% | — |
| 8 | First Trust SMID Growth Strength ETF · FSGS cheaper | 13% | 0.61% | First Trust Advisors L.P. |
| 9 | First Trust Dorsey Wright Momentum & Value ETF · DVLU cheaper | 12% | 0.60% | — |
| 10 | Invesco ESG Nasdaq NextGen 100 ETF cheaper | 12% | 0.20% | Invesco Capital Management LLC |
| 11 | FULLERTHALER BEHAVIORAL MID-CAP VALUE · FTVNX, FTVSX, FTVZX, FTVAX, FTVCX cheaper | 12% | 0.72% | — |
| 12 | First Trust SMID Cap Rising Dividend Achievers ETF · SDVY cheaper | 11% | 0.58% | — |
| 13 | FT Vest SMID Rising Dividend Achievers Target Income ETF · SDVD | 11% | 0.85% | First Trust Advisors L.P. |
| 14 | PIN OAK EQUITY FUND · POGSX | 11% | 0.95% | Oak Associates, Ltd. |
| 15 | Leadershares Alphafactor US Core Equity ETF cheaper | 11% | 0.75% | Redwood Investment Management, LLC |
| 16 | Franklin U.S. Mid Cap Multifactor Index ETF · FLQM cheaper | 11% | 0.30% | Franklin Advisory Services, LLC |
| 17 | Pacer US Cash Cows Growth ETF · BUL cheaper | 11% | 0.60% | Pacer Advisors, Inc. |
| 18 | First Trust Active Factor Mid Cap ETF · AFMC cheaper | 10% | 0.68% | First Trust Advisors L.P. |
| 19 | Acclivity Mid Cap Multi-Style Fund · AXMNX, AXMIX cheaper | 10% | 0.44% | Innealta Capital, LLC |
| 20 | Aggressive Investors 1 Fund · BRAGX | 10% | 0.86% | Bridgeway Capital Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.