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 | CONESTOGA DISCOVERY FUND · CMCMX, CMIRX cheaper diff. adviser | 13% | 1.25% | Conestoga Capital Advisors, LLC |
| 2 | Vistashares Target 15 Drukmacro Distribution ETF | 11% | — | — |
| 3 | Paradigm Select Fund · PFSLX cheaper diff. adviser | 9% | 1.16% | PARADIGM FUNDS ADVISOR LLC |
| 4 | ARK Genomic Revolution ETF · ARKG cheaper diff. adviser | 9% | 0.75% | ARK Investment Management LLC |
| 5 | ALGER SMALL CAP FOCUS FUND · AOFAX, AOFCX, AOFIX, AGOZX, AOFYX cheaper diff. adviser | 8% | 0.86% | Fred Alger Management, Inc. |
| 6 | Franklin Genomic Advancements ETF · HELX cheaper diff. adviser | 8% | 0.50% | Franklin Advisers, Inc. |
| 7 | First Trust NYSE Arca Biotechnology Index Fund · FBT cheaper diff. adviser | 8% | 0.54% | First Trust Advisors L.P. |
| 8 | Brown Capital Management Small Company Fund · BCSIX, BCSSX cheaper diff. adviser | 8% | 1.12% | Brown Capital Management, LLC |
| 9 | CONESTOGA SMALL CAP FUND · CCASX, CCALX cheaper diff. adviser | 6% | 0.90% | Conestoga Capital Advisors, LLC |
| 10 | Global X Genomics & Biotechnology ETF · GNOM cheaper diff. adviser | 6% | 0.50% | Global X Management Company LLC |
| 11 | Wasatch Micro Cap Value Fund · WAMVX, WGMVX cheaper diff. adviser | 6% | 1.60% | Wasatch Advisors LP |
| 12 | State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF · XHE cheaper diff. adviser | 6% | 0.35% | SSGA Funds Management, Inc. |
| 13 | Osterweis Opportunity Fund · OSTGX cheaper diff. adviser | 6% | 1.12% | Osterweis Capital Management, LLC |
| 14 | First Trust Nasdaq Lux Digital Health Solutions ETF · EKG cheaper | 6% | 0.65% | — |
| 15 | Nationwide Geneva Small Cap Growth Fund · NWHZX, NWKBX, NWKCX, NWKDX cheaper diff. adviser | 6% | 0.82% | Nationwide Fund Advisors |
| 16 | Alger Weatherbie Enduring Growth ETF · AWEG cheaper diff. adviser | 6% | 0.65% | Fred Alger Management, Inc. |
| 17 | Oberweis Micro-Cap Fund · OBMCX, OMCIX cheaper diff. adviser | 6% | 1.22% | Oberweis Asset Management, Inc. |
| 18 | Royce Smaller-Companies Growth Fund · RVPIX, RYVPX, RVPHX cheaper diff. adviser | 6% | 1.02% | Royce Investment Partners |
| 19 | Meridian Small Cap Growth Fund · MSGGX, MISGX, MSGAX, MSGRX, MSGCX cheaper diff. adviser | 5% | 1.11% | ArrowMark Colorado Holdings, LLC |
| 20 | ROBO Global Healthcare Technology and Innovation ETF · HTEC cheaper diff. adviser | 5% | 0.68% | Exchange Traded Concepts, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.