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 | Pacer PE/VC ETF · PEVC cheaper | 54% | 0.85% | Pacer Advisors, Inc. |
| 2 | iShares U.S. Tech Breakthrough Multisector ETF · TECB cheaper | 46% | 0.30% | BlackRock Fund Advisors |
| 3 | First Trust Expanded Technology ETF · XPND cheaper | 45% | 0.65% | First Trust Advisors L.P. |
| 4 | ALPS | OShares Global Internet Giants ETF · OGIG cheaper | 43% | 0.48% | ALPS Advisors, Inc. |
| 5 | AOT Software Platform ETF · AOTS cheaper | 42% | 0.49% | — |
| 6 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper | 39% | 0.05% | The Vanguard Group, Inc. |
| 7 | iShares U.S. Tech Independence Focused ETF · IETC cheaper | 38% | 0.18% | BlackRock Fund Advisors |
| 8 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX cheaper | 38% | 1.28% | Sparrow Capital Management, Inc. |
| 9 | Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX cheaper | 38% | 1.00% | Crossmark Global Investments, Inc. |
| 10 | WisdomTree 500 Digital Fund · SPXUX cheaper | 38% | 0.05% | WisdomTree Digital Management, Inc. |
| 11 | VistaShares Target 15 S&P 100 Distribution ETF | 38% | — | — |
| 12 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 38% | 0.32% | — |
| 13 | iShares Russell Top 200 ETF · IWL cheaper | 38% | 0.15% | BlackRock Fund Advisors |
| 14 | FT Vest Total Return Income Fund: Series A2 | 37% | — | — |
| 15 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper | 37% | 0.36% | Voya Investments, LLC |
| 16 | Reverb ETF · VOXP cheaper | 37% | 0.30% | Distribution Cognizant LLC |
| 17 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 37% | 0.59% | — |
| 18 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper | 37% | 0.44% | PGIM INVESTMENTS LLC |
| 19 | Morgan Stanley Pathway Large Cap Equity ETF · MSLC cheaper | 37% | 0.39% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 20 | Victory 500 Index Fund · USSPX, USPRX cheaper | 37% | 0.15% | Victory Capital Management Inc. |
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