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 | Tema American Reshoring ETF · RSHO cheaper diff. adviser | 13% | 0.75% | Tema Global Limited, Tema ETFs LLC |
| 2 | Berkshire Focus Fund · BFOCX diff. adviser | 12% | 1.96% | BERKSHIRE CAPITAL HOLDINGS, INC. |
| 3 | Grizzle Growth ETF · DARP cheaper | 11% | 0.75% | — |
| 4 | AdvisorShares HVAC and Industrials ETF · HVAC diff. adviser | 10% | 1.00% | AdvisorShares Investments, LLC |
| 5 | Invesco S&P Spin-Off ETF · CSD cheaper diff. adviser | 10% | 0.65% | Invesco Capital Management LLC |
| 6 | First Trust US Equity Opportunities ETF · FPX cheaper diff. adviser | 10% | 0.61% | First Trust Advisors L.P. |
| 7 | Cromwell Tran Focus Fund · LIMAX, LIMIX diff. adviser | 9% | 1.10% | Cromwell Investment Advisors, LLC |
| 8 | Invesco Dorsey Wright Technology Momentum ETF · PTF cheaper diff. adviser | 9% | 0.60% | Invesco Capital Management LLC |
| 9 | DAVENPORT SMALL CAP FOCUS FUND · DSCPX cheaper diff. adviser | 9% | 0.89% | Davenport & Company LLC |
| 10 | State Street(R) SPDR(R) S&P(R) Telecom ETF · XTL cheaper diff. adviser | 9% | 0.35% | SSGA Funds Management, Inc. |
| 11 | VIP Industrials Portfolio · FFNHX cheaper diff. adviser | 9% | 0.61% | Fidelity Management & Research Company LLC |
| 12 | Select Industrials Portfolio · FCYIX cheaper diff. adviser | 9% | 0.69% | Fidelity Management & Research Company LLC |
| 13 | Roundhill Meme Stock ETF · MEME cheaper diff. adviser | 9% | 0.69% | Roundhill Financial Inc |
| 14 | Mohr Company NAV ETF · CNAV | 9% | 1.31% | — |
| 15 | Fidelity Advisor Industrials Fund · FCLAX, FCLCX, FCLTX, FCLIX, FIKEX, FIDRX cheaper diff. adviser | 9% | 0.59% | Fidelity Management & Research Company LLC |
| 16 | Amplify Bloomberg AI Value Chain ETF · AIVC cheaper | 9% | 0.59% | — |
| 17 | YieldMax Ultra Option Income Strategy ETF · ULTY diff. adviser | 8% | 1.30% | Tidal Investments LLC |
| 18 | Marsico Midcap Growth Focus Fund · MXXIX, MIDFX diff. adviser | 8% | 1.06% | MARSICO CAPITAL MANAGEMENT, LLC |
| 19 | ProShares S&P Kensho Smart Factories ETF · MAKX cheaper diff. adviser | 8% | 0.58% | PROSHARE ADVISORS LLC |
| 20 | Carillon Chartwell Small Cap Growth Fund · CWSGX, CWSRX, CWSAX, CWSBX cheaper diff. adviser | 8% | 0.85% | Carillon Tower Advisers, Inc. |
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