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 | Invesco Dorsey Wright Momentum ETF · PDP | 30% | 0.62% | Invesco Capital Management LLC |
| 2 | S&P MidCap 400 Pure Growth Fund · RYBHX, RYMGX, RYCKX | 24% | 1.53% | Security Investors, LLC |
| 3 | S&P MidCap 400 Pure Growth Fund | 24% | 1.64% | Security Investors, LLC |
| 4 | NAA MID GROWTH SERIES | 22% | 1.08% | New Age Alpha Advisors, LLC |
| 5 | First Trust Large Cap Growth AlphaDEX Fund · FTC | 22% | 0.58% | First Trust Advisors L.P. |
| 6 | NAA MID GROWTH FUND | 22% | 1.27% | New Age Alpha Advisors, LLC |
| 7 | Invesco Dorsey Wright Industrials Momentum ETF · PRN | 21% | 0.60% | Invesco Capital Management LLC |
| 8 | S&P 500 Pure Growth Fund | 20% | 1.64% | Security Investors, LLC |
| 9 | Mohr Company NAV ETF · CNAV | 20% | 1.31% | — |
| 10 | S&P 500 Pure Growth Fund · RYAWX, RYLGX, RYGRX | 20% | 1.55% | Security Investors, LLC |
| 11 | Invesco S&P Midcap 400 Pure Growth ETF · RFG | 20% | 0.35% | Invesco Capital Management LLC |
| 12 | State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF · XAR | 20% | 0.35% | SSGA Funds Management, Inc. |
| 13 | SEI Enhanced U.S. Large Cap Momentum Factor ETF · SEIM cheaper | 19% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 14 | QRAFT AI-Enhanced U.S. Large Cap Momentum ETF · AMOM | 19% | 0.75% | Exchange Traded Concepts, LLC |
| 15 | Invesco S&P 500 Pure Growth ETF · RPG | 18% | 0.35% | Invesco Capital Management LLC |
| 16 | First Trust RBA American Industrial Renaissance ETF · AIRR | 18% | 0.69% | — |
| 17 | Fidelity SAI Small-Mid Cap Momentum Index Fund · FZFLX cheaper | 17% | 0.05% | Fidelity Management & Research Company LLC |
| 18 | Driehaus Small/Mid Cap Growth Fund · DSMDX | 17% | 0.80% | Driehaus Capital Management LLC |
| 19 | MML Invesco Discovery Mid Cap Fund | 17% | 0.83% | MML Investment Advisers, LLC |
| 20 | VANGUARD U.S. MOMENTUM FACTOR ETF · VFMO cheaper | 16% | 0.13% | The Vanguard Group, Inc. |
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