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 | Tuttle Capital Self Defense Index ETF | 15% | 0.94% | — |
| 2 | Nationwide Small Company Growth Fund · NWSAX, NWSIX diff. adviser | 12% | 1.17% | Nationwide Fund Advisors |
| 3 | Akre Focus Fund · AKREX, AKRIX, AKRSX | 10% | 0.98% | — |
| 4 | Sterling Capital Focus Equity ETF · LCG diff. adviser | 8% | 0.59% | Sterling Capital Management LLC |
| 5 | Jackson Square SMID-Cap Growth Fund · JSMVX, JSMTX, DCGTX diff. adviser | 8% | 0.88% | Jackson Square Partners, LLC |
| 6 | BBH Select Series Mid Cap Fund · BBMIX, BBMRX diff. adviser | 6% | 0.81% | Brown Brothers Harriman & Co. |
| 7 | Jacob Forward ETF · JFWD | 6% | 0.75% | — |
| 8 | Baron FinTech Fund · BFIUX, BFINX, BFIIX diff. adviser | 5% | 0.95% | BAMCO, Inc. |
| 9 | MFS Prudent Investor Fund · FPPAX, FPPDX, FPPEX, FPPJX, FPPRX, FPPSX, FPPQX, FPPUX, FPPVX diff. adviser | 5% | 0.95% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | BNY Mellon Innovators ETF · BKIV diff. adviser | 5% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 11 | Vulcan Value Partners Fund · VVPLX, VVILX diff. adviser | 4% | 0.85% | Vulcan Value Partners, LLC |
| 12 | Polen U.S. SMID Company Growth Fund · PBMRX, PBMIX diff. adviser | 4% | 1.05% | Polen Capital Management, L.L.C. |
| 13 | Direxion Daily Travel & Vacation Bull 2X Shares · OOTO diff. adviser | 3% | 0.98% | RAFFERTY ASSET MANAGEMENT, LLC |
| 14 | HSBC Radiant U.S. Smaller Companies Portfolio diff. adviser | 3% | — | HSBC Global Asset Management (USA) Inc. |
| 15 | Selected International Fund · SLSSX, SLSDX diff. adviser | 3% | 0.80% | Davis Selected Advisers, L.P. |
| 16 | Otter Creek Focus Strategy ETF · OCFS diff. adviser | 3% | 0.85% | Otter Creek Advisors LLC |
| 17 | NVIT NS Partners International Focused Growth Fund diff. adviser | 3% | 0.98% | Nationwide Fund Advisors |
| 18 | Baron Technology Fund · BTEUX, BTEEX, BTECX diff. adviser | 3% | 0.95% | BAMCO, Inc. |
| 19 | The Meet Kevin Power Pricing ETF · PP diff. adviser | 3% | 0.76% | Tidal Investments LLC |
| 20 | Disciplined Growth Investors Fund diff. adviser | 3% | 0.78% | Disciplined Growth Investors, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.