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 | Motley Fool Mid-Cap Growth ETF · TMFM | 36% | 0.85% | Motley Fool Asset Management |
| 2 | WPG Partners Small Cap Value Diversified Fund · WPGTX diff. adviser | 15% | 1.10% | Boston Partners Global Investors, Inc. |
| 3 | Boston Partners Small Cap Value Fund II · BPSIX, BPSCX diff. adviser | 15% | 1.09% | Boston Partners Global Investors, Inc. |
| 4 | Hood River Small-Cap Growth Fund · HRSMX, HRSRX, HRSIX diff. adviser | 14% | 0.97% | Hood River Capital Management LLC |
| 5 | Boston Partners Long/Short Equity Fund · BPLSX, BPLEX diff. adviser | 14% | 1.76% | Boston Partners Global Investors, Inc. |
| 6 | SGI Global Equity Fund · SGLIX, SGLAX cheaper diff. adviser | 13% | 0.84% | Summit Global Investment, LLC |
| 7 | Sofi Next 500 ETF · SFYX cheaper diff. adviser | 13% | 0.06% | Tidal Investments LLC |
| 8 | Pacer US Small Cap Cash Cows Growth Leaders ETF · CAFG cheaper diff. adviser | 13% | 0.59% | Pacer Advisors, Inc. |
| 9 | Pacer Industrial Real Estate ETF · INDS cheaper diff. adviser | 13% | 0.49% | Pacer Advisors, Inc. |
| 10 | Innovator U.S. Small Cap Managed Floor ETF diff. adviser | 13% | 0.89% | Innovator Capital Management, LLC |
| 11 | Pacer Trendpilot US Mid Cap ETF · PTMC cheaper diff. adviser | 13% | 0.60% | Pacer Advisors, Inc. |
| 12 | Hood River New Opportunities Fund · HRNOX, HRNIX, HRNRX diff. adviser | 12% | 0.85% | Hood River Capital Management LLC |
| 13 | WBI Power Factor High Dividend ETF · WBIY diff. adviser | 12% | 0.97% | Millington Securities LLC |
| 14 | AAM Transformers ETF · TRFM cheaper diff. adviser | 12% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 15 | Innovator IBD(R) 50 ETF · FFTY cheaper diff. adviser | 12% | 0.80% | Innovator Capital Management, LLC |
| 16 | AAM Sawgrass U.S. Small Cap Quality Growth ETF · SAWS cheaper diff. adviser | 12% | 0.55% | ADVISORS ASSET MANAGEMENT, INC. |
| 17 | Pacer Industrials and Logistics ETF · SHPP cheaper diff. adviser | 11% | 0.60% | Pacer Advisors, Inc. |
| 18 | Abacus FCF Small Cap Leaders ETF · ABLS cheaper | 11% | 0.39% | — |
| 19 | Motley Fool Global Opportunities ETF · TMFG | 11% | 0.85% | Motley Fool Asset Management |
| 20 | Gotham 1000 Value ETF · GVLU cheaper diff. adviser | 11% | 0.50% | Tidal Investments LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.