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 | Brown Advisory - Beutel Goodman Large-Cap Value Fund · BVALX, BIAVX cheaper diff. adviser | 15% | 0.55% | Brown Advisory LLC |
| 2 | VictoryShares Free Cash Flow ETF · VFLO cheaper diff. adviser | 14% | 0.39% | Victory Capital Management Inc. |
| 3 | Bushido Capital US Equity ETF · SMRI cheaper | 14% | 0.71% | — |
| 4 | Invesco BuyBack AchieversTM ETF · PKW cheaper diff. adviser | 13% | 0.62% | Invesco Capital Management LLC |
| 5 | Transamerica TSW Mid Cap Value Opportunities VP cheaper diff. adviser | 12% | 0.76% | Transamerica Asset Management, Inc. |
| 6 | Brown Advisory Sustainable Value ETF · BASV cheaper diff. adviser | 12% | 0.71% | Brown Advisory LLC |
| 7 | Amplify Cash Flow Dividend Leaders ETF cheaper | 12% | 0.19% | — |
| 8 | O'Shaughnessy Market Leaders Value Fund · OFVIX cheaper diff. adviser | 12% | 0.55% | OShaughnessy Asset Management LLC |
| 9 | Transamerica Mid Cap Value Opportunities · MCVAX, MCVCX, MVTIX, IAAEX, TOTRX, TOTFX, TOTTX, MVTRX cheaper diff. adviser | 12% | 0.75% | Transamerica Asset Management, Inc. |
| 10 | Amplify COWS Covered Call ETF cheaper | 12% | 0.65% | — |
| 11 | LYRICAL INTERNATIONAL VALUE EQUITY FUND · LYRWX, LYRNX | 12% | 1.04% | Lyrical Asset Management LP |
| 12 | Invesco ESG Nasdaq NextGen 100 ETF cheaper diff. adviser | 11% | 0.20% | Invesco Capital Management LLC |
| 13 | Pacer US Cash Cows Growth ETF · BUL cheaper diff. adviser | 11% | 0.60% | Pacer Advisors, Inc. |
| 14 | ROCK OAK CORE GROWTH FUND · RCKSX diff. adviser | 11% | 1.25% | Oak Associates, Ltd. |
| 15 | First Trust Dorsey Wright Momentum & Value ETF · DVLU cheaper | 11% | 0.60% | — |
| 16 | Amplify Digital Payments ETF cheaper | 11% | 0.75% | — |
| 17 | Invesco Value Opportunities Fund · VVOAX, VVOCX, VVOIX, VVORX, VVONX cheaper diff. adviser | 10% | 0.67% | Invesco Advisers, Inc. |
| 18 | iShares U.S. Healthcare Providers ETF · IHF cheaper diff. adviser | 10% | 0.38% | BlackRock Fund Advisors |
| 19 | First Trust S-Network E-Commerce ETF · ISHP cheaper diff. adviser | 10% | 0.60% | First Trust Advisors L.P. |
| 20 | Cambiar Aggressive Value ETF · CAMX cheaper diff. adviser | 10% | 0.59% | Cambiar Investors, LLC |
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