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 ETF · MOAT cheaper | 61% | 0.46% | Van Eck Associates Corporation |
| 2 | VanEck Morningstar Wide Moat Fund · MWMIX, MWMZX cheaper | 61% | 0.49% | Van Eck Associates Corporation |
| 3 | JNL/Morningstar Wide Moat Index Fund cheaper diff. adviser | 61% | 0.45% | Jackson National Asset Management, LLC |
| 4 | Hillman Value Fund · HCMAX diff. adviser | 32% | 0.95% | Hillman Capital Management |
| 5 | VanEck Morningstar Global Wide Moat ETF · MOTG | 25% | 0.52% | Van Eck Associates Corporation |
| 6 | Brookstone Value Stock ETF diff. adviser | 24% | 0.91% | Brookstone Asset Management, LLC |
| 7 | Invesco S&P 500 Equal Weight Consumer Staples ETF · RSPS cheaper diff. adviser | 22% | 0.40% | Invesco Capital Management LLC |
| 8 | VanEck Morningstar SMID Moat ETF · SMOT cheaper | 20% | 0.49% | Van Eck Associates Corporation |
| 9 | JNL/Morningstar SMID Moat Focus Index Fund cheaper diff. adviser | 20% | 0.46% | Jackson National Asset Management, LLC |
| 10 | AQE Core ETF · AQEC cheaper diff. adviser | 18% | 0.49% | Arlington Partners, LLC |
| 11 | Independent Franchise Partners US Equity Fund · IFPUX diff. adviser | 17% | 0.67% | INDEPENDENT FRANCHISE PARTNERS LLP |
| 12 | Calvert Equity Fund · CSIEX, CSECX, CEYIX, CEYRX diff. adviser | 17% | 0.59% | Calvert Research and Management |
| 13 | First Trust Nasdaq Food & Beverage ETF · FTXG diff. adviser | 17% | 0.60% | First Trust Advisors L.P. |
| 14 | Invesco Bloomberg Analyst Rating Improvers ETF · UPGD cheaper diff. adviser | 17% | 0.40% | Invesco Capital Management LLC |
| 15 | EIC Value Fund · EICVX, EICCX, EICIX diff. adviser | 17% | 0.96% | Equity Investment Corporation |
| 16 | Natixis Oakmark Fund · NEFOX, NECOX, NEOYX, NOKTX, NOANX diff. adviser | 16% | 0.73% | Natixis Advisors, LLC |
| 17 | Oakmark Fund · OAKMX, OAYMX, OANMX, OAZMX diff. adviser | 16% | 0.61% | Harris Associates L.P. |
| 18 | Nomura Value Fund · DDVAX, DDVCX, DDVIX, DDVRX, DDZRX diff. adviser | 16% | 0.65% | Macquarie Investment Management Business Trust |
| 19 | Nomura VIP Value Series diff. adviser | 16% | 0.98% | Macquarie Investment Management Business Trust |
| 20 | Coastal Compass 100 ETF · ROPE diff. adviser | 16% | 0.81% | Empowered Funds, LLC d/b/a EA Advisers |
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