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 | Xtrackers Artificial Intelligence and Big Data ETF · XAIX cheaper diff. adviser | 15% | 0.35% | DBX Advisors LLC |
| 2 | iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser | 14% | 0.26% | BlackRock Fund Advisors |
| 3 | IMS Capital Value Fund · IMSCX cheaper diff. adviser | 14% | 1.80% | IMS Capital Management, Inc. |
| 4 | Roundhill Ball Metaverse ETF · METV cheaper diff. adviser | 13% | 0.59% | Roundhill Financial Inc |
| 5 | Internet Fund · RYIIX, RYIAX, RYINX, RYICX cheaper diff. adviser | 13% | 1.38% | Security Investors, LLC |
| 6 | Internet Fund cheaper diff. adviser | 13% | 1.74% | Security Investors, LLC |
| 7 | Fidelity Disruptive Communications ETF · FDCF cheaper diff. adviser | 13% | 0.50% | Fidelity Management & Research Company LLC |
| 8 | Clough Global Equity Fund | 13% | — | — |
| 9 | Patient Opportunity Trust · LMORX, LMOFX, LGOAX, LMNOX, LMOPX, MVISX cheaper diff. adviser | 13% | 1.42% | Patient Capital Management, LLC |
| 10 | GMO U.S. Equity Fund · GMUEX, GMRTX, GMEQX, GMCQX, GMTMX cheaper diff. adviser | 13% | 0.40% | Grantham Mayo van Otterloo & Co LLC |
| 11 | JAMESTOWN EQUITY FUND · JAMEX cheaper diff. adviser | 13% | 0.99% | Lowe, Brockenbrough and Company, Inc. |
| 12 | Eaton Vance Focused Value Opportunities Fund · EAFVX, ECFVX, EIFVX cheaper diff. adviser | 13% | 0.74% | Eaton Vance Management |
| 13 | Monteagle Enhanced Equity Income Fund cheaper diff. adviser | 13% | 1.36% | Park Place Capital Corporation |
| 14 | Neuberger Berman Focus Fund · NBSSX, NBFCX, NBFAX, NFALX, NFAAX, NFACX cheaper diff. adviser | 12% | 0.76% | Neuberger Berman Investment Advisers LLC |
| 15 | One Global ETF · FFND cheaper diff. adviser | 12% | 1.00% | The Future Fund LLC |
| 16 | Nuveen Sustainable Core ETF · NSCR cheaper diff. adviser | 12% | 0.45% | Nuveen Fund Advisors, LLC |
| 17 | Clough Global Opportunities Fund | 12% | — | — |
| 18 | Putnam Focused Large Cap Value ETF cheaper diff. adviser | 12% | 0.55% | Putnam Investment Management, LLC |
| 19 | The Future Fund Long/Short ETF cheaper diff. adviser | 12% | 1.24% | The Future Fund LLC |
| 20 | VistaShares Target 15 TEPRTantrum Contrarian Distribution ETF | 12% | — | — |
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