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 | HUSSMAN STRATEGIC ALLOCATION FUND · HSAFX | 88% | 1.29% | Hussman Strategic Advisors, Inc. |
| 2 | Invesco Balanced-Risk Commodity Strategy Fund · BRCAX, BRCCX, BRCRX, BRCYX, BRCNX, IBRFX cheaper diff. adviser | 26% | 0.98% | Invesco Advisers, Inc. |
| 3 | EUBEL BRADY & SUTTMAN INCOME AND APPRECIATION FUND · EBSZX cheaper diff. adviser | 26% | 0.24% | Eubel Brady & Suttman Asset Management, Inc. |
| 4 | HUSSMAN STRATEGIC TOTAL RETURN FUND · HSTRX cheaper | 17% | 0.77% | Hussman Strategic Advisors, Inc. |
| 5 | VANGUARD U.S. MULTIFACTOR ETF · VFMF cheaper diff. adviser | 16% | 0.18% | The Vanguard Group, Inc. |
| 6 | Invesco Income Advantage U.S. Fund · SCAUX, SCCUX, SCRUX, SCIUX, SCNUX, SCAYX cheaper diff. adviser | 16% | 0.77% | Invesco Advisers, Inc. |
| 7 | VANGUARD U.S. MULTIFACTOR FUND · VFMFX cheaper diff. adviser | 15% | 0.18% | The Vanguard Group, Inc. |
| 8 | Gotham 1000 Value ETF · GVLU cheaper diff. adviser | 14% | 0.50% | Tidal Investments LLC |
| 9 | Sterling Capital Behavioral Small Cap Value Fund · SPSCX, SPSAX, SPSDX, STRBX cheaper diff. adviser | 13% | 0.78% | Sterling Capital Management LLC |
| 10 | Barrons 400 ETF · BFOR cheaper diff. adviser | 13% | 0.65% | ALPS Advisors, Inc. |
| 11 | Invesco V.I. Balanced-Risk Allocation Fund cheaper diff. adviser | 13% | 0.88% | Invesco Advisers, Inc. |
| 12 | Small Company Fund · ASQIX, ASQAX, ASCQX, ASCRX, ASQCX, ASQGX cheaper diff. adviser | 13% | 0.65% | American Century Investment Management, Inc. |
| 13 | VictoryShares Small Cap Free Cash Flow ETF · SFLO cheaper diff. adviser | 13% | 0.49% | Victory Capital Management Inc. |
| 14 | S&P SmallCap 600 Pure Growth Fund diff. adviser | 12% | 1.64% | Security Investors, LLC |
| 15 | S&P SmallCap 600 Pure Growth Fund · RYWAX, RYSGX, RYWCX diff. adviser | 12% | 1.55% | Security Investors, LLC |
| 16 | Invesco Advantage International Fund cheaper diff. adviser | 12% | 0.85% | Invesco Advisers, Inc. |
| 17 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO cheaper diff. adviser | 12% | 0.20% | SSGA Funds Management, Inc. |
| 18 | The Gold Bullion Strategy Portfolio diff. adviser | 12% | 1.63% | Advisors Preferred, LLC |
| 19 | Invesco S&P Smallcap 600 Pure Growth ETF · RZG cheaper diff. adviser | 12% | 0.35% | Invesco Capital Management LLC |
| 20 | Invesco Multi-Strategy Fund cheaper diff. adviser | 12% | 1.05% | Invesco Advisers, Inc. |
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