INVTX
EVOLUTIONARY TREE INNOVATORS FUND
Ultimus Managers Trust

Similar funds

Computed 2026-07-05

Funds 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.

#FundOverlapNet exp.Adviser
1 REX FANG & Innovation Equity Premium Income ETF · FEPI cheaper diff. adviser 40% 0.65% REX Advisers, LLC
2 Franklin DynaTech VIP Fund cheaper diff. adviser 39% 0.87% Franklin Advisers, Inc.
3 Touchstone ETF Trust-Touchstone Sands Capital US Select Growth ETF · TSEL cheaper diff. adviser 39% 0.67% Touchstone Advisors, Inc.
4 Franklin Dynatech Fund · FKDNX, FDYNX, FDYZX, FDNRX, FDTRX cheaper diff. adviser 39% 0.44% Franklin Advisers, Inc.
5 Touchstone Strategic Trust-Touchstone Large Company Growth Fund · TSAGX, TCGLX, TLGYX, DSMLX cheaper diff. adviser 38% 0.70% Touchstone Advisors, Inc.
6 First Trust Bloomberg Artificial Intelligence ETF · FAI cheaper 38% 0.65%
7 Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund · CFSIX, PTSGX, TSNAX, TSNCX, TSNRX, CISGX cheaper 37% 0.68%
8 Franklin Focused Growth ETF cheaper diff. adviser 37% 0.55% Franklin Advisers, Inc.
9 FINQ DOLLAR NEUTRAL U.S. Large Cap AI-Managed Equity ETF · AINT 37% 1.25%
10 Virtus Silvant Growth Opportunities ETF · VGRO cheaper 37% 0.35%
11 Virtus Silvant Focused Growth Fund · PGWAX, PGWCX, PGFIX, AFGFX cheaper diff. adviser 37% 0.62% Virtus Investment Advisers, LLC
12 ALPS | OShares Global Internet Giants ETF · OGIG cheaper diff. adviser 37% 0.48% ALPS Advisors, Inc.
13 Touchstone ETF Trust-Touchstone Large Company Growth ETF · TLG cheaper 36% 0.67%
14 First Trust Multi-Manager Large Growth ETF · AFGR cheaper diff. adviser 36% 0.85% First Trust Advisors L.P.
15 Hartford Large Cap Growth ETF · HFGO cheaper diff. adviser 36% 0.59% Hartford Funds Management Company, LLC
16 NVIT J.P. Morgan Digital Evolution Strategy Fund cheaper diff. adviser 36% 0.56% Nationwide Fund Advisors
17 Transamerica US Growth · TADAX, TADCX, TDEIX, TWMTX, TAGHX cheaper diff. adviser 35% 0.67% Transamerica Asset Management, Inc.
18 First Trust Bloomberg R&D Leaders ETF · RND cheaper diff. adviser 35% 0.60% First Trust Advisors L.P.
19 THE HARTFORD GROWTH OPPORTUNITIES FUND · HGOAX, HGOCX, HGOYX, HGOIX, HGORX, HGOSX, HGOTX, HGOVX, HGOFX cheaper diff. adviser 35% 0.73% Hartford Funds Management Company, LLC
20 Growth Fund · HNASX cheaper diff. adviser 35% 0.82% Homestead Advisers Corp.

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