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 | Principal U.S. Mega-Cap ETF · USMC cheaper | 31% | 0.12% | Principal Global Investors, LLC |
| 2 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX | 29% | 1.28% | Sparrow Capital Management, Inc. |
| 3 | Guru Favorite Stocks ETF · GFGF cheaper | 29% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 4 | State Street(R) Financial Select Sector SPDR(R) ETF · XLF cheaper | 27% | 0.08% | SSGA Funds Management, Inc. |
| 5 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper | 27% | 0.20% | BlackRock Fund Advisors |
| 6 | JNL/Mellon Financial Sector Fund cheaper | 27% | 0.29% | Jackson National Asset Management, LLC |
| 7 | iShares U.S. Financial Services ETF · IYG cheaper | 27% | 0.38% | BlackRock Fund Advisors |
| 8 | Invesco S&P 500 Top 50 ETF · XLG cheaper | 26% | 0.20% | Invesco Capital Management LLC |
| 9 | PROFUND VP FINANCIALS | 26% | 1.68% | ProFund Advisors LLC |
| 10 | Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF · CDEI cheaper | 26% | 0.14% | — |
| 11 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 26% | 0.59% | — |
| 12 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 26% | 1.09% | — |
| 13 | AOT Software Platform ETF · AOTS cheaper | 26% | 0.49% | — |
| 14 | EA Bridgeway Blue Chip ETF · BBLU cheaper | 26% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 15 | Bretton Fund · BRTNX | 26% | 1.35% | BRETTON CAPITAL MANAGEMENT LLC |
| 16 | Applied Finance Valuation Large Cap ETF · VSLU cheaper | 26% | 0.49% | Applied Finance Advisors, LLC |
| 17 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX | 26% | 1.22% | AllianceBernstein L.P. |
| 18 | Crossmark Large Cap Growth ETF cheaper | 25% | 0.50% | Crossmark Global Investments, Inc. |
| 19 | VistaShares Target 15 S&P 100 Distribution ETF | 25% | — | — |
| 20 | iShares S&P 100 ETF · OEF cheaper | 25% | 0.20% | BlackRock Fund Advisors |
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