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 | Invesco S&P 500 Quality ETF · SPHQ cheaper diff. adviser | 26% | 0.15% | Invesco Capital Management LLC |
| 2 | Guinness Atkinson Global Innovators Fund · IWIRX, GINNX diff. adviser | 24% | 0.99% | Guinness Atkinson Asset Management, Inc. |
| 3 | Pacer S&P 500 Quality FCF Aristocrats ETF · LCOW cheaper diff. adviser | 23% | 0.49% | Pacer Advisors, Inc. |
| 4 | Integrity Growth & Income Fund · IGIAX, IGIUX, IGIVX diff. adviser | 23% | 0.99% | Viking Fund Management, LLC |
| 5 | Siren DIVCON Leaders Dividend ETF · LEAD cheaper diff. adviser | 22% | 0.43% | SRN Advisors LLC |
| 6 | Baron Durable Advantage Fund · BDAFX, BDAIX, BDAUX diff. adviser | 22% | 0.70% | BAMCO, Inc. |
| 7 | Parnassus Core Equity Fund · PRBLX, PRILX diff. adviser | 22% | 0.61% | Parnassus Investments, LLC |
| 8 | American Resilience Portfolio · MSBWX, MSBVX, MSBQX, MSCUX diff. adviser | 21% | 0.65% | Morgan Stanley Investment Management Inc. |
| 9 | Baron Financials ETF · BCFN diff. adviser | 21% | 0.80% | BAMCO, Inc. |
| 10 | GMO U.S. Quality ETF · QLTY cheaper diff. adviser | 21% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 11 | Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF · QQQG cheaper diff. adviser | 21% | 0.49% | Pacer Advisors, Inc. |
| 12 | First Trust Expanded Technology ETF · XPND diff. adviser | 20% | 0.65% | First Trust Advisors L.P. |
| 13 | Siren DIVCON Dividend Defender ETF · DFND diff. adviser | 20% | 1.75% | SRN Advisors LLC |
| 14 | VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO · IGFAX, IVGTX, IGFSX, VPRDX diff. adviser | 20% | 0.96% | Voya Investments, LLC |
| 15 | Fidelity Magellan Fund · FMAGX, FMGKX, FMASX, FMAOX, FMAEX, FMAJX, FMANX cheaper diff. adviser | 20% | 0.49% | Fidelity Management & Research Company LLC |
| 16 | GLOBAL FRANCHISE PORTFOLIO · MSFAX, MSFBX, MSFLX, MSGFX, MGISX diff. adviser | 20% | 0.83% | Morgan Stanley Investment Management Inc. |
| 17 | iShares MSCI USA Quality GARP ETF · GARP cheaper diff. adviser | 20% | 0.15% | BlackRock Fund Advisors |
| 18 | Fidelity Magellan K6 Fund · FMKFX cheaper diff. adviser | 20% | 0.45% | Fidelity Management & Research Company LLC |
| 19 | The Osterweis Fund · OSTFX diff. adviser | 20% | 0.96% | Osterweis Capital Management, Inc. |
| 20 | Nomura Core Equity Fund · WCEAX, WTRCX, WCEYX, ICIEX, IYCEX, ICEQX diff. adviser | 20% | 0.67% | Macquarie Investment Management Business Trust |
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