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 | Prospector Capital Appreciation Fund · PCAFX | 67% | 1.16% | Prospector Partners Asset Management, LLC |
| 2 | LS OPPORTUNITY FUND · LSOFX diff. adviser | 26% | 2.69% | Long Short Advisors, LLC |
| 3 | Victory RS Large Cap Alpha VIP Series cheaper diff. adviser | 22% | 0.55% | Victory Capital Management Inc. |
| 4 | Victory RS Large Cap Alpha Fund · GPAFX, RCOCX, RCEYX cheaper diff. adviser | 21% | 0.68% | Victory Capital Management Inc. |
| 5 | Victory RS Value Fund · RSVAX, RVACX, RSVYX cheaper diff. adviser | 21% | 1.06% | Victory Capital Management Inc. |
| 6 | Victory RS Partners Fund · RSPFX, RSPKX, RSPYX, RSPMX, RPPRX cheaper diff. adviser | 18% | 0.89% | Victory Capital Management Inc. |
| 7 | Victory Value Fund · UVALX, UIVAX cheaper diff. adviser | 18% | 0.91% | Victory Capital Management Inc. |
| 8 | Aptus Large Cap Upside ETF · UPSD cheaper diff. adviser | 16% | 0.79% | Aptus Capital Advisors, LLC |
| 9 | Victory RS Investors Fund · RSINX, RIVCX, RSIYX cheaper diff. adviser | 15% | 1.05% | Victory Capital Management Inc. |
| 10 | Running Oak Efficient Growth ETF · RUNN cheaper diff. adviser | 15% | 0.58% | Running Oak Capital LLC |
| 11 | VELA LARGE CAP PLUS FUND cheaper diff. adviser | 14% | 1.02% | VELA Investment Management, LLC |
| 12 | WESTWOOD QUALITY MIDCAP FUND · WWMCX cheaper diff. adviser | 14% | 0.69% | Westwood Management Corp. |
| 13 | Optimum Large Cap Value Fund · OALVX, OCLVX, OILVX cheaper diff. adviser | 13% | 0.92% | Macquarie Investment Management Business Trust |
| 14 | Franklin Mutual Shares VIP Fund cheaper diff. adviser | 13% | 0.69% | Franklin Mutual Advisers, LLC |
| 15 | Franklin Mutual Shares Fund · TESIX, TEMTX, MUTHX, TESRX, FMSHX cheaper diff. adviser | 13% | 0.70% | Franklin Mutual Advisers, LLC |
| 16 | The Gabelli Dividend Growth Fund · GBCIX, GBCAX, GABBX, GBCCX cheaper diff. adviser | 13% | 1.00% | Gabelli Funds, LLC |
| 17 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 13% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 18 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 13% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 19 | KEMPNER MULTI-CAP DEEP VALUE FUND · FIKDX, FAKDX cheaper diff. adviser | 12% | 0.97% | Kempner Capital Management, Inc. |
| 20 | iShares ESG Aware MSCI USA Value ETF · EVUS cheaper diff. adviser | 12% | 0.18% | BlackRock Fund Advisors |
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