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 | Guinness Atkinson Alternative Energy Fund · GAAEX | 26% | 1.10% | Guinness Atkinson Asset Management, Inc. |
| 2 | SmartETFs Sustainable Energy II ETF · SOLR | 26% | 0.79% | Guinness Atkinson Asset Management, Inc. |
| 3 | Baron Technology ETF · BCTK diff. adviser | 18% | 0.75% | BAMCO, Inc. |
| 4 | Invesco PHLX Semiconductor ETF · SOXQ cheaper diff. adviser | 18% | 0.19% | Invesco Capital Management LLC |
| 5 | Franklin Intelligent Machines ETF · IQM cheaper diff. adviser | 17% | 0.50% | Franklin Advisers, Inc. |
| 6 | Invesco Discovery Large Cap Fund cheaper diff. adviser | 17% | 0.63% | Invesco Advisers, Inc. |
| 7 | Janus Henderson Forty Fund · JDCAX, JACCX, JCAPX, JDCRX, JARTX, JACTX, JFRNX, JFRDX cheaper | 17% | 0.56% | — |
| 8 | MML Invesco Discovery Large Cap Fund diff. adviser | 17% | 0.74% | MML Investment Advisers, LLC |
| 9 | Invesco V.I. Discovery Large Cap Fund diff. adviser | 17% | 0.80% | Invesco Advisers, Inc. |
| 10 | Janus Henderson Forty Portfolio · JACAX cheaper diff. adviser | 17% | 0.58% | Janus Henderson Investors US LLC |
| 11 | ALGER FOCUS EQUITY FUND · ALGRX, ALAFX, ALCFX, ALZFX, ALGYX cheaper diff. adviser | 17% | 0.61% | Fred Alger Management, Inc. |
| 12 | Alger Concentrated Equity Fund · CNECX, CNEIX, CNEYX, CNEZX, CNEAX cheaper diff. adviser | 17% | 0.56% | Fred Alger Management, Inc. |
| 13 | Alger AI Enablers & Adopters Fund · AAICX, AIFIX, AAIYX, AAIZX, AIFAX cheaper diff. adviser | 17% | 0.61% | Fred Alger Management, Inc. |
| 14 | Alger Concentrated Equity ETF · CNEQ cheaper diff. adviser | 17% | 0.55% | Fred Alger Management, Inc. |
| 15 | Baron Durable Advantage Fund · BDAFX, BDAIX, BDAUX diff. adviser | 16% | 0.70% | BAMCO, Inc. |
| 16 | ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND · ALARX, ACARX, ACIZX, ACAYX diff. adviser | 16% | 0.87% | Fred Alger Management, Inc. |
| 17 | Alger Capital Appreciation Portfolio · ALVOX diff. adviser | 16% | 0.93% | Fred Alger Management, Inc. |
| 18 | Alger AI Enablers & Adopters ETF · ALAI cheaper diff. adviser | 16% | 0.55% | Fred Alger Management, Inc. |
| 19 | First Trust S-Network Future Vehicles & Technology ETF · CARZ | 16% | 0.70% | — |
| 20 | Monopoly ETF | 16% | 0.79% | — |
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