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 | Bretton Fund · BRTNX diff. adviser | 42% | 1.35% | BRETTON CAPITAL MANAGEMENT LLC |
| 2 | NYLI PineStone U.S. Equity Fund · FCUPX, FCUIX, FCUDX, FCUCX, FCUEX cheaper diff. adviser | 19% | 0.61% | New York Life Investment Management LLC |
| 3 | NYLI PineStone Global Equity Fund · FCGPX, FCGMX, FCGIX, FCGYX, FCGEX cheaper diff. adviser | 17% | 0.84% | New York Life Investment Management LLC |
| 4 | FM Compounders Equity ETF · FMCE cheaper diff. adviser | 17% | 0.72% | First Manhattan Co. LLC |
| 5 | VanEck Retail ETF · RTH cheaper diff. adviser | 16% | 0.35% | Van Eck Associates Corporation |
| 6 | Guru Favorite Stocks ETF · GFGF cheaper diff. adviser | 16% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | FAM VALUE FUND · FAMVX, FAMWX cheaper diff. adviser | 16% | 0.99% | Fenimore Asset Management, Inc. |
| 8 | Akre Focus ETF · AKRE cheaper | 16% | 0.98% | — |
| 9 | ETC 6 Meridian Quality Growth ETF · SXQG cheaper diff. adviser | 16% | 0.55% | Exchange Traded Concepts, LLC |
| 10 | NYLI WMC Enduring Capital Fund · MSOAX, MOPBX, MGOCX, MSOIX, MCSSX, MCSDX cheaper diff. adviser | 16% | 0.60% | New York Life Investment Management LLC |
| 11 | Coho Relative Value Equity Fund · COHIX, COHOX cheaper diff. adviser | 16% | 0.79% | Coho Partners Ltd. |
| 12 | Invesco S&P 500 Quality ETF · SPHQ cheaper diff. adviser | 15% | 0.15% | Invesco Capital Management LLC |
| 13 | AVE MARIA RISING DIVIDEND FUND · AVEDX cheaper diff. adviser | 15% | 0.90% | Schwartz Investment Counsel, Inc. |
| 14 | Victory Pioneer Fundamental Growth Fund · PFGRX, PFGKX, PIGFX, FUNYX, FUNCX cheaper diff. adviser | 15% | 0.65% | Victory Capital Management Inc. |
| 15 | ALPS | OShares U.S. Quality Dividend ETF · OUSA cheaper diff. adviser | 15% | 0.48% | ALPS Advisors, Inc. |
| 16 | Eaton Vance Atlanta Capital Select Equity Fund · ESEAX, ESECX, ESEIX, ESERX cheaper diff. adviser | 15% | 0.75% | Eaton Vance Management |
| 17 | Baron Financials ETF · BCFN cheaper diff. adviser | 15% | 0.80% | BAMCO, Inc. |
| 18 | Baron FinTech Fund · BFIUX, BFINX, BFIIX cheaper diff. adviser | 14% | 0.95% | BAMCO, Inc. |
| 19 | Calvert Equity Fund · CSIEX, CSECX, CEYIX, CEYRX cheaper diff. adviser | 14% | 0.59% | Calvert Research and Management |
| 20 | Honeytree U.S. Equity ETF · BEEZ cheaper | 14% | 0.64% | — |
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