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 | QRAFT AI-Enhanced U.S. Large Cap Momentum ETF · AMOM cheaper | 31% | 0.75% | Exchange Traded Concepts, LLC |
| 2 | DF Tactical 30 ETF cheaper | 30% | 0.70% | — |
| 3 | ARS Focused Opportunities Strategy ETF · AFOS cheaper | 28% | 0.45% | — |
| 4 | CORE16 Best of Breed Premier Index ETF · BOBP cheaper | 27% | 0.70% | — |
| 5 | Shelton Equity Premium Income ETF · SEPI cheaper | 25% | 0.54% | CCM Partners, LP. dba Shelton Capital Management |
| 6 | Invesco Large Cap Growth ETF · PWB cheaper | 24% | 0.55% | Invesco Capital Management LLC |
| 7 | iShares MSCI USA Momentum Factor ETF · MTUM cheaper | 23% | 0.15% | BlackRock Fund Advisors |
| 8 | Fidelity SAI U.S. Momentum Index Fund · FUMIX cheaper | 23% | 0.11% | Fidelity Management & Research Company LLC |
| 9 | Transamerica Large Cap Value · TWQAX, TWQCX, TWQIX, TWQZX, TALCX cheaper | 23% | 0.63% | Transamerica Asset Management, Inc. |
| 10 | SEI Enhanced U.S. Large Cap Momentum Factor ETF · SEIM cheaper | 23% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | Transamerica Great Lakes Advisors Large Cap Value VP cheaper | 23% | 0.69% | Transamerica Asset Management, Inc. |
| 12 | Al Frank Fund · VALAX cheaper | 22% | 1.24% | Kovitz Investment Group Partners, LLC |
| 13 | Smart Earnings Growth 30 ETF · SGRT cheaper | 22% | 0.59% | Tidal Investments LLC |
| 14 | ARS Core Equity Portfolio ETF · ACEP cheaper | 21% | 0.45% | — |
| 15 | Impact Shares Naacp Minority Empowerment ETF · NACP cheaper | 21% | 0.49% | Tidal Investments LLC |
| 16 | Dunham Large Cap Value Fund · DALVX, DCLVX, DNLVX cheaper | 21% | 1.17% | Dunham & Associates Investment Counsel, Inc. |
| 17 | NAA LARGE CORE SERIES cheaper | 21% | 0.94% | New Age Alpha Advisors, LLC |
| 18 | NAA LARGE CORE FUND · GILIX, SECEX, SFECX, SFEPX cheaper | 21% | 1.00% | New Age Alpha Advisors, LLC |
| 19 | PGIM Jennison Value Fund · JDVRX, PBEAX, PEICX, PEIZX, PJVQX cheaper | 20% | 0.44% | PGIM INVESTMENTS LLC |
| 20 | iShares Semiconductor ETF · SOXX cheaper | 20% | 0.34% | BlackRock Fund Advisors |
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