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 | VanEck Morningstar Wide Moat Fund · MWMIX, MWMZX | 100% | 0.49% | Van Eck Associates Corporation |
| 2 | JNL/Morningstar Wide Moat Index Fund cheaper diff. adviser | 100% | 0.45% | Jackson National Asset Management, LLC |
| 3 | VanEck Morningstar Wide Moat Value ETF · MVAL | 61% | 0.50% | Van Eck Associates Corporation |
| 4 | VanEck Morningstar Global Wide Moat ETF · MOTG | 31% | 0.52% | Van Eck Associates Corporation |
| 5 | Hillman Value Fund · HCMAX diff. adviser | 28% | 0.95% | Hillman Capital Management |
| 6 | Themes US R&D Champions ETF · USRD cheaper | 24% | 0.29% | — |
| 7 | VanEck Morningstar SMID Moat ETF · SMOT | 23% | 0.49% | Van Eck Associates Corporation |
| 8 | JNL/Morningstar SMID Moat Focus Index Fund diff. adviser | 22% | 0.46% | Jackson National Asset Management, LLC |
| 9 | Brookstone Value Stock ETF diff. adviser | 20% | 0.91% | Brookstone Asset Management, LLC |
| 10 | Touchstone Variable Series Trust-Touchstone Common Stock Fund diff. adviser | 20% | 0.73% | Touchstone Advisors, Inc. |
| 11 | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF · LCF diff. adviser | 20% | 0.56% | Touchstone Advisors, Inc. |
| 12 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX diff. adviser | 20% | 0.66% | Touchstone Advisors, Inc. |
| 13 | Brookstone Growth Stock ETF diff. adviser | 20% | 0.89% | Brookstone Asset Management, LLC |
| 14 | Natixis U.S. Equity Opportunities Fund · NEFSX, NECCX, NESYX, NUSTX, NESNX diff. adviser | 20% | 0.76% | Natixis Advisors, LLC |
| 15 | Cromwell Balanced Fund · CSBNX, CSBIX diff. adviser | 19% | 1.10% | Cromwell Investment Advisors, LLC |
| 16 | Brown Advisory Sustainable Growth Fund · BAFWX, BIAWX, BAWAX diff. adviser | 19% | 0.60% | Brown Advisory LLC |
| 17 | Morningstar U.S. Equity Fund · MSTQX diff. adviser | 19% | 0.85% | Morningstar Investment Management LLC |
| 18 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 19% | 0.25% | Invesco Capital Management LLC |
| 19 | Abacus FCF Innovation Leaders ETF · ABOT cheaper | 19% | 0.39% | — |
| 20 | Principal Quality ETF · PSET cheaper diff. adviser | 19% | 0.15% | Principal Global Investors, LLC |
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