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 | NIA IMPACT SOLUTIONS FUND · NIAGX cheaper diff. adviser | 17% | 0.98% | Nia Impact Capital |
| 2 | iShares U.S. Tech Breakthrough Multisector ETF · TECB cheaper diff. adviser | 13% | 0.30% | BlackRock Fund Advisors |
| 3 | Trillium ESG Global Equity Fund · PORIX, PORTX cheaper diff. adviser | 12% | 0.99% | JOHCM (USA) Inc. |
| 4 | MarketDesk Focused U.S. Momentum ETF · FMTM cheaper | 12% | 0.45% | — |
| 5 | Wellington Shields All-Cap Fund · WSACX diff. adviser | 12% | 1.32% | CAPITAL MANAGEMENT ASSOCIATES INC |
| 6 | First Trust NASDAQ-100 Equal Weighted Index Fund · QQEW cheaper diff. adviser | 11% | 0.55% | First Trust Advisors L.P. |
| 7 | ROBO Global Artificial Intelligence ETF · THNQ cheaper diff. adviser | 11% | 0.68% | Exchange Traded Concepts, LLC |
| 8 | Invesco Dorsey Wright Momentum ETF · PDP cheaper diff. adviser | 11% | 0.62% | Invesco Capital Management LLC |
| 9 | S&P 500 Pure Growth Fund diff. adviser | 11% | 1.64% | Security Investors, LLC |
| 10 | S&P 500 Pure Growth Fund · RYAWX, RYLGX, RYGRX diff. adviser | 11% | 1.55% | Security Investors, LLC |
| 11 | JOHCM International Opportunities Fund · JOPSX cheaper diff. adviser | 11% | 0.51% | JOHCM (USA) Inc. |
| 12 | iShares Nasdaq-100 ex Top 30 ETF · QNXT cheaper diff. adviser | 11% | 0.20% | BlackRock Fund Advisors |
| 13 | Federated Hermes Kaufmann Fund · KAUAX, KAUCX, KAUFX, KAUIX diff. adviser | 11% | 1.46% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 14 | Victory Pioneer Disciplined Growth Fund · INYDX, INDCX, PINDX, INKDX cheaper diff. adviser | 11% | 0.71% | Victory Capital Management Inc. |
| 15 | Themes US R&D Champions ETF · USRD cheaper | 11% | 0.29% | — |
| 16 | Virtus Zevenbergen Innovative Growth Stock Fund · SAGAX, SCATX, VZGRX cheaper diff. adviser | 11% | 0.90% | Virtus Investment Advisers, LLC |
| 17 | Zevenbergen Growth Fund · ZVNIX, ZVNBX cheaper diff. adviser | 11% | 1.00% | Zevenbergen Capital Investments LLC |
| 18 | Timothy Plan Large/Mid Cap Growth Fund · TLGAX, TLGCX, TPLIX diff. adviser | 10% | 1.19% | Timothy Partners Ltd. |
| 19 | Federated Hermes Kaufmann Fund II diff. adviser | 10% | 1.56% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 20 | SA JPMorgan Mid-Cap Growth Portfolio cheaper diff. adviser | 10% | 0.75% | SunAmerica Asset Management, LLC |
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