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 | DSS AmericaFirst Monthly Risk-On Risk-Off Fund · ABRFX, ABRUX, ABRWX | 50% | 2.88% | AmericaFirst Wealth Management, Inc. |
| 2 | DSS AmericaFirst Income Fund · AFPAX, AFPUX, AFPIX | 34% | 2.50% | AmericaFirst Wealth Management, Inc. |
| 3 | Azoria 500 Meritocracy ETF · SPXM cheaper | 15% | 0.47% | — |
| 4 | FIS Bright Portfolios Focused Equity ETF cheaper diff. adviser | 15% | 0.66% | Faith Investor Services, LLC |
| 5 | BlackRock GA Dynamic Equity Fund cheaper diff. adviser | 15% | 0.47% | BlackRock Advisors, LLC |
| 6 | ALTA QUALITY GROWTH FUND · AQLGX cheaper | 14% | 0.79% | — |
| 7 | Touchstone Strategic Trust-Touchstone Large Company Growth Fund · TSAGX, TCGLX, TLGYX, DSMLX cheaper diff. adviser | 14% | 0.70% | Touchstone Advisors, Inc. |
| 8 | Science & Technology Fund cheaper | 14% | 1.04% | — |
| 9 | Capital Appreciation Fund · JHCPX, JICPX cheaper | 13% | 0.74% | — |
| 10 | ESG Large Cap Core Fund · JHJIX, JHJRX, JHJAX, JHJCX cheaper diff. adviser | 13% | 0.75% | John Hancock Investment Management LLC |
| 11 | BNY Mellon Women's Opportunities ETF · BKWO cheaper diff. adviser | 13% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 12 | Goldman Sachs Technology Opportunities Fund · GITIX, GITSX, GITAX, GITCX, GISTX, GTORX, GSJPX cheaper diff. adviser | 13% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 13 | Gotham Enhanced 500 Plus Fund · GEFPX diff. adviser | 13% | 2.02% | Gotham Asset Management, LLC |
| 14 | Leuthold Select Industries Fund cheaper | 13% | 1.50% | — |
| 15 | LargeCap S&P 500 Managed Volatility Index Account cheaper diff. adviser | 13% | 0.37% | Principal Global Investors, LLC |
| 16 | Victory 500 Index VIP Series cheaper diff. adviser | 13% | 0.28% | Victory Capital Management Inc. |
| 17 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper diff. adviser | 13% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 18 | Fidelity Sustainable U.S. Equity ETF · FSST cheaper diff. adviser | 13% | 0.59% | Fidelity Management & Research Company LLC |
| 19 | RBC Global Equity Leaders Fund · RGLIX, RGELX, RGRLX cheaper diff. adviser | 13% | 0.70% | RBC Global Asset Management (US) Inc. |
| 20 | MM Equity Asset Fund cheaper | 13% | 0.28% | — |
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