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 | RIVERPARK LONG/SHORT OPPORTUNITY FUND · RLSIX, RLSFX | 95% | 1.85% | RiverPark Advisors, LLC |
| 2 | CastleArk Large Growth ETF · CARK cheaper diff. adviser | 53% | 0.54% | CastleArk Management, LLC |
| 3 | Sarofim Equity Fund · SRFMX cheaper diff. adviser | 51% | 0.70% | Fayez Sarofim & Co., LLC |
| 4 | Frost Growth Equity Fund · FICEX, FACEX cheaper diff. adviser | 51% | 0.66% | FROST INVESTMENT ADVISORS, LLC |
| 5 | Global X NYSE 100 ETF cheaper | 48% | 0.09% | — |
| 6 | Brown Advisory Flexible Equity ETF · BAFE cheaper diff. adviser | 47% | 0.54% | Brown Advisory LLC |
| 7 | KraneShares InspereX Nasdaq Dynamic Buffered High Income Index ETF · KIQQ cheaper | 45% | 0.79% | — |
| 8 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 45% | 0.64% | PGIM INVESTMENTS LLC |
| 9 | Global X NASDAQ 100 Tail Risk ETF · QTR cheaper diff. adviser | 44% | 0.25% | Global X Management Company LLC |
| 10 | Global X NASDAQ 100 Collar 95-110 ETF · QCLR cheaper diff. adviser | 44% | 0.25% | Global X Management Company LLC |
| 11 | Global X NASDAQ 100 Risk Managed Income ETF · QRMI cheaper diff. adviser | 44% | 0.60% | Global X Management Company LLC |
| 12 | Global X NASDAQ 100 Covered Call ETF · QYLD cheaper diff. adviser | 44% | 0.60% | Global X Management Company LLC |
| 13 | Global X Nasdaq 100 Covered Call & Growth ETF · QYLG cheaper diff. adviser | 44% | 0.35% | Global X Management Company LLC |
| 14 | CITY NATIONAL ROCHDALE U.S. CORE EQUITY FUND · CNRWX, CNRUX, CNRVX cheaper | 43% | 0.57% | — |
| 15 | PSF PGIM Jennison Growth Portfolio cheaper diff. adviser | 42% | 0.60% | PGIM INVESTMENTS LLC |
| 16 | Mango Growth ETF · GARY cheaper | 42% | 0.77% | — |
| 17 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX cheaper | 42% | 0.57% | — |
| 18 | CIBC ATLAS DISCIPLINED EQUITY FUND · AWEIX, AWEVX cheaper diff. adviser | 42% | 0.71% | CIBC Private Wealth Advisors, Inc. |
| 19 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 42% | 0.59% | Harbor Capital Advisors, Inc. |
| 20 | Jennison Growth Portfolio cheaper diff. adviser | 42% | 0.54% | Brighthouse Investment Advisers, LLC |
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