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 | Needham Aggressive Growth Fund · NEAGX, NEAIX | 39% | 1.19% | Needham Investment Management, LLC |
| 2 | Needham Small Cap Growth Fund · NESGX, NESIX | 27% | 1.19% | Needham Investment Management, LLC |
| 3 | Invesco V.I. Technology Fund cheaper diff. adviser | 19% | 0.97% | Invesco Advisers, Inc. |
| 4 | Harbor AI Inflection Strategy ETF · EPAI cheaper | 18% | 0.88% | — |
| 5 | Smart Trend 25 ETF · STRN cheaper diff. adviser | 16% | 0.59% | Tidal Investments LLC |
| 6 | Invesco Technology Fund · ITYAX, ITHCX, FTCHX, FTPIX, ITYYX, ITYRX cheaper diff. adviser | 15% | 0.67% | Invesco Advisers, Inc. |
| 7 | Invesco PHLX Semiconductor ETF · SOXQ cheaper diff. adviser | 15% | 0.19% | Invesco Capital Management LLC |
| 8 | Donoghue Forlines Momentum VIT Fund diff. adviser | 14% | 1.56% | Donoghue Forlines LLC |
| 9 | Electronics Fund diff. adviser | 14% | 1.73% | Security Investors, LLC |
| 10 | Berkshire Focus Fund · BFOCX diff. adviser | 14% | 1.96% | BERKSHIRE CAPITAL HOLDINGS, INC. |
| 11 | Electronics Fund · RYSIX, RYSAX, RYELX, RYSCX diff. adviser | 14% | 1.39% | Security Investors, LLC |
| 12 | DF Tactical Momentum Fund · MOJAX, MOJCX, MOJOX diff. adviser | 14% | 2.00% | Donoghue Forlines LLC |
| 13 | First Trust Technology AlphaDEX Fund · FXL cheaper diff. adviser | 14% | 0.60% | First Trust Advisors L.P. |
| 14 | Invesco S&P 500 Equal Weight Technology ETF · RSPT cheaper diff. adviser | 14% | 0.40% | Invesco Capital Management LLC |
| 15 | Defiance Quantum ETF · QTUM cheaper diff. adviser | 13% | 0.40% | Defiance ETFs LLC |
| 16 | One Rock Fund diff. adviser | 13% | 1.50% | Wrona Investment Management, LLC |
| 17 | Invesco Value Opportunities Fund · VVOAX, VVOCX, VVOIX, VVORX, VVONX cheaper diff. adviser | 13% | 0.67% | Invesco Advisers, Inc. |
| 18 | OAK HARVEST LONG/SHORT HEDGED EQUITY · OHFGX diff. adviser | 13% | 1.98% | Oak Harvest Investment Services, LLC |
| 19 | Invesco V.I. American Value Fund cheaper diff. adviser | 13% | 0.89% | Invesco Advisers, Inc. |
| 20 | BATS: Interest Rate Hedge Series · BATPX cheaper diff. adviser | 13% | 0.02% | BlackRock Advisors, LLC |
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