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 | Goldman Sachs Commodity Strategy Fund · GSCAX, GSCCX, GCCIX, GCCRX, GCCTX, GCCUX, GGRPX cheaper diff. adviser | 26% | 0.61% | Goldman Sachs Asset Management, L.P. |
| 2 | Invesco Large Cap Value ETF · PWV cheaper diff. adviser | 22% | 0.55% | Invesco Capital Management LLC |
| 3 | Nationwide GQG US Quality Equity Fund · NWAYX, NWAUX, NWAVX, NWAWX cheaper diff. adviser | 20% | 0.49% | Nationwide Fund Advisors |
| 4 | Palm Valley Capital Fund · PVCMX, PVCIX diff. adviser | 20% | 1.01% | Palm Valley Capital Management LLC |
| 5 | Bitwise Trendwise Ethereum and Treasuries Rotation Strategy ETF · AETH cheaper diff. adviser | 20% | 0.89% | Bitwise Investment Manager, LLC |
| 6 | Bitwise Trendwise BTC/ETH and Treasuries Rotation Strategy ETF · BTOP cheaper diff. adviser | 20% | 0.89% | Bitwise Investment Manager, LLC |
| 7 | TrueShares Structured Outcome (May) ETF · MAYZ cheaper diff. adviser | 20% | 0.79% | TrueMark Investments, LLC |
| 8 | STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND · BBISX, BBTGX, BCVCX, STRAX cheaper diff. adviser | 19% | 0.69% | Sterling Capital Management LLC |
| 9 | NVIT GQG US Quality Equity Fund cheaper diff. adviser | 19% | 0.72% | Nationwide Fund Advisors |
| 10 | GQG PARTNERS GLOBAL QUALITY EQUITY FUND · GQRRX, GQRIX, GQRPX cheaper diff. adviser | 19% | 0.70% | GQG Partners LLC |
| 11 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 18% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 12 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 18% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 13 | Invesco S&P 500 High Dividend Low Volatility ETF · SPHD cheaper diff. adviser | 18% | 0.30% | Invesco Capital Management LLC |
| 14 | TBG Dividend Focus ETF · TBG cheaper | 18% | 0.59% | — |
| 15 | Essential 40 Stock ETF · ESN cheaper diff. adviser | 18% | 0.70% | KKM Financial, LLC |
| 16 | American Beacon AHL Managed Futures Strategy Fund · AHLAX, AHLCX, AHLYX, AHLIX, AHLPX diff. adviser | 18% | 1.53% | American Beacon Advisors, Inc. |
| 17 | GQG PARTNERS US SELECT QUALITY EQUITY FUND · GQERX, GQEIX, GQEPX cheaper diff. adviser | 17% | 0.49% | GQG Partners LLC |
| 18 | GQG US Equity ETF · GQGU cheaper | 17% | 0.49% | — |
| 19 | JNL Multi-Manager U.S. Select Equity Fund cheaper diff. adviser | 17% | 0.68% | Jackson National Asset Management, LLC |
| 20 | Franklin U.S. Low Volatility High Dividend Index ETF · LVHD cheaper diff. adviser | 17% | 0.27% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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