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 | Select Automotive Portfolio · FSAVX diff. adviser | 10% | 0.78% | Fidelity Management & Research Company LLC |
| 2 | Quantified Global Fund · QGBAX, QGBLX | 6% | 1.69% | — |
| 3 | Novo Nordisk A/S (B Shares) ADRhedged · NVOH | 4% | 0.19% | Precidian Funds, LLC |
| 4 | SAP SE ADRhedged · SAPH | 4% | 0.19% | Precidian Funds, LLC |
| 5 | BP p.l.c. ADRhedged · BPH | 4% | 0.19% | Precidian Funds, LLC |
| 6 | AdvisorShares HVAC and Industrials ETF · HVAC diff. adviser | 4% | 1.00% | AdvisorShares Investments, LLC |
| 7 | LOGIQ Contrarian Opportunities ETF · LCO | 4% | 1.13% | — |
| 8 | The Texas Fund · BIGTX diff. adviser | 4% | 1.84% | Park Place Capital Corporation |
| 9 | GSK plc ADRhedged · GSKH | 4% | 0.19% | Precidian Funds, LLC |
| 10 | ASML Holding NV ADRhedged(TM) · ASMH | 4% | 0.19% | Precidian Funds, LLC |
| 11 | STMicroelectronics NV ADRhedged · STHH | 4% | 0.19% | Precidian Funds, LLC |
| 12 | The Gabelli Global Financial Services Fund · GFSIX, GGFSX, GAFSX, GCFSX diff. adviser | 4% | 1.00% | Gabelli Funds, LLC |
| 13 | PL Growth and Income ETF | 3% | — | — |
| 14 | Arm Holdings PLC ADRhedged(TM) · ARMH | 3% | 0.19% | Precidian Funds, LLC |
| 15 | International Equity Series · TFEQX, TFESX diff. adviser | 2% | 0.98% | Templeton Investment Counsel, LLC |
| 16 | Templeton Foreign VIP Fund diff. adviser | 2% | 0.81% | Templeton Investment Counsel, LLC |
| 17 | The Gabelli Dividend Growth Fund · GBCIX, GBCAX, GABBX, GBCCX diff. adviser | 2% | 1.00% | Gabelli Funds, LLC |
| 18 | Altrius Global Dividend ETF · DIVD | 2% | 0.49% | — |
| 19 | SWP Growth & Income ETF · SWP | 1% | 0.99% | — |
| 20 | Gabelli SRI Fund, Inc. · SRIGX, SRIAX, SRICX, SRIDX diff. adviser | 1% | 0.90% | Gabelli Funds, LLC |
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