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 | WisdomTree U.S. Value Fund · WTV cheaper | 16% | 0.12% | WisdomTree Asset Management, Inc. |
| 2 | Victory Pioneer Core Equity Fund · PVFYX, PIOTX, PCEKX, PCOTX cheaper | 15% | 0.57% | Victory Capital Management Inc. |
| 3 | iShares ESG Aware MSCI USA Value ETF · EVUS cheaper | 15% | 0.18% | BlackRock Fund Advisors |
| 4 | Xtrackers US National Critical Technologies ETF · CRTC cheaper | 15% | 0.35% | DBX Advisors LLC |
| 5 | GMO U.S. Value ETF · GMOV cheaper | 15% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 6 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper | 15% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 7 | AXS FTSE Venture Capital Return Tracker Fund · LDVCX, LDVIX, LDVAX | 15% | 1.51% | — |
| 8 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 14% | 1.09% | — |
| 9 | Dimensional US Large Cap Vector ETF · DFVX cheaper | 14% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 10 | PAYSON TOTAL RETURN FUND · PBFDX | 14% | 0.81% | H.M. Payson & Co. |
| 11 | Impact Shares Naacp Minority Empowerment ETF · NACP cheaper | 14% | 0.49% | Tidal Investments LLC |
| 12 | DIAMOND HILL LONG SHORT FUND · DIAMX, DHLSX, DIAYX | 14% | 1.28% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 13 | Monteagle Enhanced Equity Income Fund | 14% | 1.36% | Park Place Capital Corporation |
| 14 | American Century U.S. Quality Value ETF · VALQ cheaper | 14% | 0.29% | — |
| 15 | Advisors Capital Total Return - Equity Fund · ACUSX | 14% | 1.87% | AC FUNDS LLC |
| 16 | WisdomTree Japan Opportunities Fund · OPPJ | 14% | 0.58% | WisdomTree Asset Management, Inc. |
| 17 | Schwab Core Equity Fund · SWANX | 13% | 0.73% | Charles Schwab Investment Management, Inc. |
| 18 | Buffalo Growth & Income Fund · BUFDX, BUIDX | 13% | 0.79% | Kornitzer Capital Management, Inc. |
| 19 | Towpath Technology Fund · TOWTX | 13% | 1.12% | Oelschlager Investments, LLC |
| 20 | Applied Finance Select Fund · AFVLX, AFVZX | 13% | 0.75% | Applied Finance Advisors, LLC |
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