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 | DF Tactical 30 ETF | 21% | 0.70% | — |
| 2 | ARS Focused Opportunities Strategy ETF · AFOS cheaper | 19% | 0.45% | — |
| 3 | JAG Large Cap Growth Fund · JLGAX, JLGIX, JGRRX diff. adviser | 18% | 0.90% | JAG Capital Management, LLC |
| 4 | Transamerica Great Lakes Advisors Large Cap Value VP diff. adviser | 15% | 0.69% | Transamerica Asset Management, Inc. |
| 5 | Transamerica Large Cap Value · TWQAX, TWQCX, TWQIX, TWQZX, TALCX cheaper diff. adviser | 15% | 0.63% | Transamerica Asset Management, Inc. |
| 6 | Franklin Dividend Growth ETF cheaper | 15% | 0.49% | — |
| 7 | AAM Brentview Dividend Growth ETF · BDIV cheaper diff. adviser | 14% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 8 | Buffalo Flexible Allocation Fund · BUFBX, BUIBX diff. adviser | 14% | 0.86% | Kornitzer Capital Management, Inc. |
| 9 | VanEck Biotech ETF · BBH cheaper diff. adviser | 14% | 0.35% | Van Eck Associates Corporation |
| 10 | General American Investors Company, Inc. | 14% | — | — |
| 11 | Tax-Managed Value Portfolio diff. adviser | 13% | — | Boston Management and Research |
| 12 | Avantis Inflation Focused Equity ETF · AVIE cheaper | 13% | 0.25% | — |
| 13 | TETON Westwood Equity Fund · WEQCX, WEECX, WESWX, WEEIX diff. adviser | 13% | 1.43% | Teton Advisors, LLC |
| 14 | Integrity Dividend Harvest Fund · IDIVX, IDHIX, IDHCX diff. adviser | 13% | 0.70% | Viking Fund Management, LLC |
| 15 | World Energy Fund · AIWEX, APWEX, AAWEX, ACWEX diff. adviser | 13% | 0.91% | Cavanal Hill Investment Management, Inc. |
| 16 | Nomura Healthcare Fund · DLHAX, DLHCX, DLRHX, DLHIX diff. adviser | 13% | 0.96% | Macquarie Investment Management Business Trust |
| 17 | iShares Biotechnology ETF · IBB cheaper diff. adviser | 13% | 0.44% | BlackRock Fund Advisors |
| 18 | First Trust NYSE Arca Biotechnology Index Fund · FBT cheaper diff. adviser | 13% | 0.54% | First Trust Advisors L.P. |
| 19 | WESTWOOD QUALITY VALUE FUND · WWLAX, WWLCX, WHGLX, WHGQX cheaper diff. adviser | 13% | 0.55% | Westwood Management Corp. |
| 20 | NVIT J.P. Morgan Innovators Fund cheaper diff. adviser | 13% | 0.62% | Nationwide Fund Advisors |
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