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 | iShares Gold Strategy ETF cheaper | 6% | 0.25% | — |
| 2 | Fidelity Latin America Fund cheaper | 6% | 0.82% | — |
| 3 | BBH Partner Fund - Small Cap Equity · BBHSX cheaper | 5% | 0.92% | — |
| 4 | BCM Focus Small/Micro-Cap Fund | 5% | 1.20% | — |
| 5 | Akros Monthly Payout ETF cheaper diff. adviser | 5% | 0.56% | Exchange Traded Concepts, LLC |
| 6 | Brandes Small Cap Value Fund cheaper | 5% | 0.74% | — |
| 7 | Fidelity Advisor Series Small Cap Fund · FSSFX cheaper diff. adviser | 4% | 0.01% | Fidelity Management & Research Company LLC |
| 8 | Octane All-cap Value Energy ETF · OCTA cheaper | 3% | 0.30% | — |
| 9 | Amplify Emerging Markets FinTech ETF cheaper | 3% | 0.69% | — |
| 10 | HSBC Radiant U.S. Smaller Companies Portfolio diff. adviser | 3% | — | HSBC Global Asset Management (USA) Inc. |
| 11 | KraneShares Rockefeller Ocean Engagement ETF · KSEA cheaper diff. adviser | 3% | 0.86% | Krane Funds Advisors, LLC |
| 12 | Guggenheim SMid Cap Value Fund · SEVAX, SEVSX, SEVPX, SVUIX cheaper | 3% | 0.94% | — |
| 13 | Series V (SMid Cap Value Series) cheaper | 3% | 0.88% | — |
| 14 | Amplify Inflation Fighter ETF cheaper | 3% | 0.87% | — |
| 15 | Pioneer Fund cheaper diff. adviser | 2% | 0.65% | Amundi Asset Management US, Inc. |
| 16 | Pioneer Fund VCT Portfolio cheaper diff. adviser | 2% | 0.80% | Amundi Asset Management US, Inc. |
| 17 | Amplify U.S. Alternative Harvest ETF cheaper | 2% | 0.75% | — |
| 18 | Series Z (Alpha Opportunity Series) | 2% | 1.98% | — |
| 19 | iShares Virtual Work and Life Multisector ETF · IWFH cheaper | 2% | 0.47% | — |
| 20 | Series O (All Cap Value Series) cheaper | 2% | 0.85% | — |
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