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 | PIN OAK EQUITY FUND · POGSX cheaper | 26% | 0.95% | Oak Associates, Ltd. |
| 2 | Abacus FCF Real Assets Leaders ETF · ABLD cheaper | 23% | 0.39% | — |
| 3 | AAM S&P 500 High Dividend Value ETF · SPDV cheaper diff. adviser | 19% | 0.29% | ADVISORS ASSET MANAGEMENT, INC. |
| 4 | BLACK OAK EMERGING TECHNOLOGY FUND · BOGSX cheaper | 18% | 1.05% | Oak Associates, Ltd. |
| 5 | Villere Equity Fund · VLEQX cheaper | 18% | 1.07% | — |
| 6 | RIVER OAK DISCOVERY FUND · RIVSX cheaper | 18% | 1.23% | Oak Associates, Ltd. |
| 7 | Innovator IBD(R) Breakout Opportunities ETF cheaper diff. adviser | 17% | 0.80% | Innovator Capital Management, LLC |
| 8 | WBI BullBear Yield 3000 ETF · WBIG diff. adviser | 17% | 1.59% | Millington Securities LLC |
| 9 | WBI BullBear Value 3000 ETF · WBIF diff. adviser | 17% | 1.65% | Millington Securities LLC |
| 10 | Sofi Next 500 ETF · SFYX cheaper diff. adviser | 17% | 0.06% | Tidal Investments LLC |
| 11 | LIVE OAK HEALTH SCIENCES FUND · LOGSX cheaper | 17% | 1.04% | Oak Associates, Ltd. |
| 12 | FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND · FTHMX cheaper | 16% | 0.73% | — |
| 13 | Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF · SZNE cheaper diff. adviser | 16% | 0.60% | Pacer Advisors, Inc. |
| 14 | GuidePath Growth and Income Fund · GPIGX cheaper diff. adviser | 15% | 0.85% | AssetMark Inc. |
| 15 | Innovator IBD(R) 50 ETF · FFTY cheaper diff. adviser | 15% | 0.80% | Innovator Capital Management, LLC |
| 16 | Kensington Dynamic Allocation Fund · KAGCX, KAGIX, KAGAX diff. adviser | 15% | 1.42% | Kensington Asset Management, LLC |
| 17 | Hood River New Opportunities Fund · HRNOX, HRNIX, HRNRX cheaper diff. adviser | 15% | 0.85% | Hood River Capital Management LLC |
| 18 | Cambria LargeCap Shareholder Yield ETF · LYLD cheaper diff. adviser | 15% | 0.59% | Cambria Investment Management, L.P. |
| 19 | Overlay Shares Municipal Bond ETF · OVM cheaper | 15% | 0.81% | — |
| 20 | Hood River Small-Cap Growth Fund · HRSMX, HRSRX, HRSIX cheaper diff. adviser | 15% | 0.97% | Hood River Capital Management LLC |
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