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 MSCI USA Value Factor ETF · VLUE cheaper diff. adviser | 11% | 0.15% | BlackRock Fund Advisors |
| 2 | PRIMECAP Odyssey Aggressive Growth Fund · POAGX cheaper diff. adviser | 10% | 0.66% | PRIMECAP Management Company |
| 3 | Invesco AI and Next Gen Software ETF · IGPT cheaper diff. adviser | 10% | 0.56% | Invesco Capital Management LLC |
| 4 | Direxion Daily MU Bull 2X Shares · MUU diff. adviser | 9% | 1.06% | RAFFERTY ASSET MANAGEMENT, LLC |
| 5 | REX FANG & Innovation Equity Premium Income ETF · FEPI cheaper diff. adviser | 9% | 0.65% | REX Advisers, LLC |
| 6 | CALIFORNIA FIRST LEASING CORP | 9% | — | — |
| 7 | PRIMECAP Odyssey Growth Fund · POGRX cheaper diff. adviser | 9% | 0.66% | PRIMECAP Management Company |
| 8 | Fidelity Advisor Semiconductors Fund · FELAX, FELCX, FELTX, FELIX, FIKGX cheaper diff. adviser | 9% | 0.57% | Fidelity Management & Research Company LLC |
| 9 | VANGUARD PRIMECAP FUND · VPMCX, VPMAX cheaper diff. adviser | 8% | 0.27% | PRIMECAP Management Company |
| 10 | CAPITAL GROWTH PORTFOLIO cheaper diff. adviser | 8% | 0.34% | PRIMECAP Management Company |
| 11 | Nuveen ESG International Developed Markets Equity ETF · NUDM cheaper diff. adviser | 8% | 0.27% | Nuveen Fund Advisors, LLC |
| 12 | Grizzle Growth ETF · DARP cheaper | 8% | 0.75% | — |
| 13 | US Vegan Climate ETF · VEGN cheaper | 8% | 0.60% | — |
| 14 | Eventide Large Cap Value ETF · ESLV cheaper | 8% | 0.39% | — |
| 15 | Tax-Managed Value Portfolio diff. adviser | 7% | — | Boston Management and Research |
| 16 | FAM DIVIDEND FOCUS FUND · FAMEX diff. adviser | 7% | 1.11% | Fenimore Asset Management, Inc. |
| 17 | One Rock Fund diff. adviser | 7% | 1.50% | Wrona Investment Management, LLC |
| 18 | VANGUARD CAPITAL OPPORTUNITY FUND · VHCOX, VHCAX cheaper diff. adviser | 7% | 0.32% | PRIMECAP Management Company |
| 19 | Select Semiconductors Portfolio · FSELX cheaper diff. adviser | 7% | 0.62% | Fidelity Management & Research Company LLC |
| 20 | iShares Semiconductor ETF · SOXX cheaper diff. adviser | 7% | 0.34% | BlackRock Fund Advisors |
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