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 SMALL-MID CORE EQUITY · FTSFX, FTSAX, FTSIX, FTWCX cheaper | 29% | 0.83% | — |
| 2 | FT Vest Rising Dividend Achievers Target Income ETF · RDVI cheaper | 18% | 0.75% | First Trust Advisors L.P. |
| 3 | First Trust Rising Dividend Achievers ETF · RDVY cheaper | 17% | 0.47% | — |
| 4 | ProShares Nasdaq-100 Dorsey Wright Momentum ETF · QQQA cheaper | 17% | 0.58% | PROSHARE ADVISORS LLC |
| 5 | Disciplined U.S. Growth Equity Portfolio · GTLLX, GTILX cheaper | 16% | 0.65% | Glenmede Investment Management LP |
| 6 | FT Vest Rising Dividend Achievers Total Return Fund | 16% | — | — |
| 7 | SMI 3Fourteen Full-Cycle Trend ETF · FCTE cheaper | 16% | 0.85% | 3Fourteen & SMI Advisory Services, LLC |
| 8 | iShares Semiconductor ETF · SOXX cheaper | 15% | 0.34% | BlackRock Fund Advisors |
| 9 | Invesco PHLX Semiconductor ETF · SOXQ cheaper | 15% | 0.19% | Invesco Capital Management LLC |
| 10 | YieldMax Target 12 Semiconductor Option Income ETF · SOXY | 15% | 1.06% | — |
| 11 | NPF Core Equity ETF | 14% | — | — |
| 12 | Xtrackers Semiconductor Select Equity ETF · CHPS cheaper | 13% | 0.15% | DBX Advisors LLC |
| 13 | Pacer BlueStar Engineering the Future ETF · BULD cheaper | 13% | 0.49% | Pacer Advisors, Inc. |
| 14 | VanEck Semiconductor ETF · SMH cheaper | 13% | 0.35% | Van Eck Associates Corporation |
| 15 | First Trust Nasdaq Semiconductor ETF · FTXL cheaper | 13% | 0.60% | First Trust Advisors L.P. |
| 16 | Strive U.S. Semiconductor ETF · SHOC cheaper | 13% | 0.40% | Empowered Funds, LLC d/b/a EA Advisers |
| 17 | Electronics Fund | 13% | 1.73% | Security Investors, LLC |
| 18 | Brown Advisory - Beutel Goodman Large-Cap Value Fund · BVALX, BIAVX cheaper | 13% | 0.55% | Brown Advisory LLC |
| 19 | Tema Durable Quality ETF · TOLL cheaper | 13% | 0.55% | Tema Global Limited, Tema ETFs LLC |
| 20 | Value Line Select Growth Fund, Inc. · VALSX, VILSX | 13% | 0.89% | EULAV Asset Management |
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