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 | Frost Growth Equity Fund · FICEX, FACEX cheaper diff. adviser | 15% | 0.66% | FROST INVESTMENT ADVISORS, LLC |
| 2 | CIBC ATLAS DISCIPLINED EQUITY FUND · AWEIX, AWEVX cheaper diff. adviser | 15% | 0.71% | CIBC Private Wealth Advisors, Inc. |
| 3 | CastleArk Large Growth ETF · CARK cheaper diff. adviser | 15% | 0.54% | CastleArk Management, LLC |
| 4 | Global X Millennial Consumer ETF · MILN cheaper diff. adviser | 15% | 0.50% | Global X Management Company LLC |
| 5 | Global X NYSE 100 ETF cheaper | 15% | 0.09% | — |
| 6 | WEDGEWOOD FUND · RWGFX, RWGIX diff. adviser | 14% | 1.00% | RiverPark Advisors, LLC |
| 7 | SIMT Large Cap Growth Fund · SPGIX, SELCX, SLRYX cheaper | 14% | 0.73% | — |
| 8 | CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND · CNRWX, CNRUX, CNRVX cheaper | 14% | 0.57% | — |
| 9 | Global X NASDAQ 100 Covered Call ETF · QYLD cheaper diff. adviser | 14% | 0.60% | Global X Management Company LLC |
| 10 | Global X NASDAQ 100 Risk Managed Income ETF · QRMI cheaper diff. adviser | 14% | 0.60% | Global X Management Company LLC |
| 11 | Global X Nasdaq 100 Covered Call & Growth ETF · QYLG cheaper diff. adviser | 14% | 0.35% | Global X Management Company LLC |
| 12 | RiverPark/Next Century Large Growth Fund · RPNLX, RPNRX diff. adviser | 14% | 1.00% | RiverPark Advisors, LLC |
| 13 | Global X NASDAQ 100 Tail Risk ETF · QTR cheaper diff. adviser | 14% | 0.25% | Global X Management Company LLC |
| 14 | Global X NASDAQ 100 Collar 95-110 ETF · QCLR cheaper diff. adviser | 14% | 0.25% | Global X Management Company LLC |
| 15 | LSV Disciplined Value ETF · LSVD cheaper diff. adviser | 14% | 0.40% | LSV Asset Management |
| 16 | RIVERPARK LARGE GROWTH FUND · RPXFX, RPXIX diff. adviser | 13% | 1.00% | RiverPark Advisors, LLC |
| 17 | RIVERPARK LONG/SHORT OPPORTUNITY FUND · RLSIX, RLSFX diff. adviser | 13% | 1.85% | RiverPark Advisors, LLC |
| 18 | Sands Capital Global Growth Fund · SCMGX, SCGVX diff. adviser | 13% | 0.97% | Sands Capital Management, LLC |
| 19 | Global X S&P 500 Catholic Values ETF · CATH cheaper diff. adviser | 13% | 0.29% | Global X Management Company LLC |
| 20 | Global X S&P 500 Christian Values ETF · CHRI cheaper diff. adviser | 13% | 0.29% | Global X Management Company LLC |
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