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 | Global X PropTech ETF · PTEC cheaper diff. adviser | 12% | 0.50% | Global X Management Company LLC |
| 2 | VanEck Morningstar Wide Moat Growth ETF · MGRO cheaper | 9% | 0.49% | — |
| 3 | Direxion Daily Cloud Computing Bull 2X Shares · CLDL cheaper diff. adviser | 7% | 0.96% | RAFFERTY ASSET MANAGEMENT, LLC |
| 4 | MidCap Growth Fund · PFPPX, PHPPX, PGWIX, PMGJX cheaper diff. adviser | 7% | 0.75% | Principal Global Investors, LLC |
| 5 | Fidelity Digital Health ETF · FDHT cheaper diff. adviser | 7% | 0.39% | Fidelity Management & Research Company LLC |
| 6 | Allspring Discovery Small Cap Growth Fund · EGWAX, EGRYX, EGWDX, EGWCX, EGWRX cheaper diff. adviser | 7% | 0.80% | Allspring Funds Management, LLC |
| 7 | Disciplined Growth Investors Fund cheaper diff. adviser | 7% | 0.78% | Disciplined Growth Investors, Inc. |
| 8 | abrdn Focused U.S. Small Cap Equity Fund · GGUIX cheaper diff. adviser | 7% | 0.90% | abrdn Inc. |
| 9 | MidCap Growth Fund III · PPQMX, PPQPX, PPIMX, PPQJX cheaper diff. adviser | 6% | 0.80% | Principal Global Investors, LLC |
| 10 | BNY Mellon Innovators ETF · BKIV cheaper diff. adviser | 6% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 11 | BlackRock SMID-Cap Growth Equity Fund cheaper diff. adviser | 6% | 0.75% | BlackRock Advisors, LLC |
| 12 | Pioneer Select Mid Cap Growth Fund · PGRRX cheaper diff. adviser | 6% | 0.67% | Amundi Asset Management US, Inc. |
| 13 | Pioneer Select Mid Cap Growth VCT Portfolio cheaper diff. adviser | 6% | 0.92% | Amundi Asset Management US, Inc. |
| 14 | Victory RS Small Cap Growth Equity VIP Series cheaper diff. adviser | 6% | 0.88% | Victory Capital Management Inc. |
| 15 | BNY Mellon Small Cap Growth Fund · SSETX, SSYGX cheaper | 6% | 1.00% | — |
| 16 | HSBC Radiant U.S. Smaller Companies Portfolio diff. adviser | 5% | — | HSBC Global Asset Management (USA) Inc. |
| 17 | Allspring Small Company Growth Portfolio diff. adviser | 5% | — | Allspring Funds Management, LLC |
| 18 | FIIG US SMALL CAP EQUITY · IUSCX cheaper diff. adviser | 5% | 0.75% | Fisher Asset Management LLC |
| 19 | Baron FinTech Fund · BFIUX, BFINX, BFIIX cheaper diff. adviser | 5% | 0.95% | BAMCO, Inc. |
| 20 | Sterling Capital Focus Equity ETF · LCG cheaper diff. adviser | 5% | 0.59% | Sterling Capital Management LLC |
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