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 | Defiance Next Gen H2 ETF cheaper diff. adviser | 23% | 0.30% | Defiance ETFs LLC |
| 2 | Overlay Shares Municipal Bond ETF · OVM cheaper | 23% | 0.81% | — |
| 3 | ActivePassive International Equity ETF · APIE cheaper | 22% | 0.45% | — |
| 4 | SGI Dynamic Tactical ETF · DYTA diff. adviser | 21% | 1.32% | Summit Global Investment, LLC |
| 5 | Sofi Next 500 ETF · SFYX cheaper | 21% | 0.06% | Tidal Investments LLC |
| 6 | Innovator IBD(R) Breakout Opportunities ETF cheaper diff. adviser | 19% | 0.80% | Innovator Capital Management, LLC |
| 7 | Villere Equity Fund · VLEQX cheaper | 16% | 1.07% | — |
| 8 | Sound Enhanced Fixed Income ETF · FXED | 16% | 1.89% | Tidal Investments LLC |
| 9 | Innovator IBD(R) 50 ETF · FFTY cheaper diff. adviser | 16% | 0.80% | Innovator Capital Management, LLC |
| 10 | Goose Hollow Multi-Strategy Income ETF · GHMS | 16% | 1.42% | — |
| 11 | Defiance Hotel, Airline, and Cruise ETF cheaper diff. adviser | 16% | 0.45% | Defiance ETFs LLC |
| 12 | Matson Money Fixed Income VI Fund · FMVFX cheaper diff. adviser | 16% | 0.86% | Matson Money, Inc. |
| 13 | WPG Partners Small Cap Value Diversified Fund · WPGTX cheaper diff. adviser | 14% | 1.10% | Boston Partners Global Investors, Inc. |
| 14 | AAM Todd International Intrinsic Value ETF · TIIV cheaper diff. adviser | 12% | 0.54% | ADVISORS ASSET MANAGEMENT, INC. |
| 15 | AAM Transformers ETF · TRFM cheaper diff. adviser | 12% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 16 | SGI Global Equity Fund · SGLIX, SGLAX cheaper diff. adviser | 11% | 0.84% | Summit Global Investment, LLC |
| 17 | Innovator U.S. Small Cap Managed Floor ETF cheaper diff. adviser | 11% | 0.89% | Innovator Capital Management, LLC |
| 18 | Motley Fool Small-Cap Growth ETF · TMFS cheaper diff. adviser | 11% | 0.85% | Motley Fool Asset Management |
| 19 | Boston Partners Small Cap Value Fund II · BPSIX, BPSCX cheaper diff. adviser | 11% | 1.09% | Boston Partners Global Investors, Inc. |
| 20 | Villere Balanced Fund · VILLX cheaper | 11% | 0.80% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.