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 | WHITE OAK SELECT GROWTH FUND · WOGSX cheaper | 40% | 0.90% | Oak Associates, Ltd. |
| 2 | RED OAK TECHNOLOGY SELECT FUND · ROGSX cheaper | 34% | 0.90% | Oak Associates, Ltd. |
| 3 | Saratoga Technology & Communication Portfolio · STPIX, STPCX, STPAX diff. adviser | 33% | 2.42% | Saratoga Capital Management, LLC |
| 4 | Innovator Nasdaq-100 Managed Floor ETF · QFLR cheaper diff. adviser | 26% | 0.89% | Innovator Capital Management, LLC |
| 5 | ROCK OAK CORE GROWTH FUND · RCKSX | 26% | 1.25% | Oak Associates, Ltd. |
| 6 | Innovator Hedged Nasdaq-100 ETF cheaper diff. adviser | 25% | 0.79% | Innovator Capital Management, LLC |
| 7 | Blue Chip Fund · PBCKX, PBLAX, PBLCX, PGBEX, PGBFX, PGBGX, PGBHX, PBCJX cheaper diff. adviser | 24% | 0.57% | Principal Global Investors, LLC |
| 8 | Brookstone Growth Stock ETF cheaper diff. adviser | 24% | 0.89% | Brookstone Asset Management, LLC |
| 9 | Blue Chip Account cheaper diff. adviser | 24% | 0.90% | Principal Global Investors, LLC |
| 10 | Brown Advisory Flexible Equity Fund · BIAFX, BAFFX, BAFAX cheaper diff. adviser | 24% | 0.52% | Brown Advisory LLC |
| 11 | Virtus KAR Capital Growth Series diff. adviser | 24% | 1.03% | Virtus Investment Advisers, LLC |
| 12 | Virtus KAR Capital Growth Fund · PSTAX, SSTFX, PLXGX, VCGRX cheaper | 24% | 0.73% | — |
| 13 | Innovator Equity Managed 100 Buffer ETF cheaper diff. adviser | 24% | 0.89% | Innovator Capital Management, LLC |
| 14 | HVIA EQUITY FUND · HVEIX, HVENX diff. adviser | 23% | 1.00% | Hudson Valley Investment Advisors, Inc. |
| 15 | Pacer MSCI World Industry Advantage ETF · GLBL cheaper diff. adviser | 23% | 0.65% | Pacer Advisors, Inc. |
| 16 | Select Fund · TWCIX, TWCAX, TWSIX, ACSLX, ASERX, ASDEX, ASLGX, ASLWX, ASLDX cheaper diff. adviser | 23% | 0.00% | American Century Investment Management, Inc. |
| 17 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 23% | 0.74% | Thrivent Asset Management, LLC |
| 18 | Dimensional US Large Cap Vector ETF · DFVX cheaper diff. adviser | 23% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 19 | iShares MSCI USA Quality GARP ETF · GARP cheaper diff. adviser | 23% | 0.15% | BlackRock Fund Advisors |
| 20 | KOVITZ CORE EQUITY ETF · EQTY diff. adviser | 23% | 0.99% | Kovitz Investment Group Partners, LLC |
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