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 | Morningstar Defensive Bond Fund · MSTBX cheaper diff. adviser | 20% | 0.52% | Morningstar Investment Management LLC |
| 2 | First Trust S&P 500 Economic Moat ETF · EMOT cheaper | 17% | 0.60% | — |
| 3 | Empiric Fund · EMCAX, EMCCX diff. adviser | 14% | 2.24% | Empiric Advisors, Inc. |
| 4 | The Acquirers Fund · ZIG diff. adviser | 13% | 0.75% | Acquirers Funds, LLC |
| 5 | Virtus KAR Mid-Cap ETF · KMID diff. adviser | 13% | 0.80% | Virtus Investment Advisers, LLC |
| 6 | VALUE LINE MID CAP FOCUSED FUND, INC. · VLIFX, VLMIX diff. adviser | 12% | 0.87% | EULAV Asset Management |
| 7 | VanEck Retail ETF · RTH cheaper diff. adviser | 12% | 0.35% | Van Eck Associates Corporation |
| 8 | BNY Mellon Global Stock Fund · DGLAX, DGLCX, DGLRX, DGLYX diff. adviser | 12% | 0.90% | BNY Mellon Investment Adviser, Inc. |
| 9 | Boston Trust Walden Midcap Fund · WAMFX diff. adviser | 12% | 1.00% | Boston Trust Walden Inc. |
| 10 | Azzad Ethical Fund · ADJEX diff. adviser | 12% | 0.99% | Azzad Asset Management, Inc. |
| 11 | Invesco Nasdaq Free Cash Flow Achievers ETF cheaper diff. adviser | 11% | 0.39% | Invesco Capital Management LLC |
| 12 | Virtus KAR Mid-Cap Core Fund · VMACX, VMCCX, VIMCX, VRMCX | 11% | 0.87% | — |
| 13 | MARSHFIELD CONCENTRATED OPPORTUNITY FUND · MRFOX diff. adviser | 11% | 1.02% | Marshfield Associates, Inc. |
| 14 | Invesco S&P 500 Equal Weight Consumer Discretionary ETF · RSPD cheaper diff. adviser | 11% | 0.40% | Invesco Capital Management LLC |
| 15 | Boston Trust Midcap Fund · BTMFX diff. adviser | 11% | 0.98% | Boston Trust Walden Inc. |
| 16 | Riverbridge Growth Fund · RIVBX, RIVRX diff. adviser | 11% | 0.96% | Riverbridge Partners, LLC |
| 17 | Invesco QQQ Low Volatility ETF cheaper | 11% | 0.25% | — |
| 18 | First Trust NASDAQ-100 Ex-Technology Sector Index Fund · QQXT cheaper diff. adviser | 11% | 0.60% | First Trust Advisors L.P. |
| 19 | AVE MARIA RISING DIVIDEND FUND · AVEDX diff. adviser | 10% | 0.90% | Schwartz Investment Counsel, Inc. |
| 20 | Franklin Small-Mid Cap Growth Fund · FRSGX, FRSIX, FSGAX, FSMRX, FMGGX cheaper diff. adviser | 10% | 0.51% | Franklin Advisers, Inc. |
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