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 | Upright Growth and Income Fund | 41% | 2.53% | Upright Financial Corporation |
| 2 | Upright Assets Allocation Plus Fund | 40% | 2.49% | Upright Financial Corporation |
| 3 | PROFUND VP EMERGING MARKETS cheaper diff. adviser | 21% | 1.68% | ProFund Advisors LLC |
| 4 | Janus Henderson Global Artificial Intelligence ETF · JHAI cheaper diff. adviser | 20% | 0.59% | Janus Henderson Investors US LLC |
| 5 | ULTRAEMERGING MARKETS PROFUND · UUPIX, UUPSX cheaper diff. adviser | 19% | 1.78% | ProFund Advisors LLC |
| 6 | AXS Esoterica NextG Economy ETF · WUGI cheaper diff. adviser | 18% | 0.79% | AXS Investments LLC |
| 7 | SP Funds S&P World (ex-US) ETF · SPWO cheaper diff. adviser | 18% | 0.55% | ShariaPortfolio, Inc. |
| 8 | Mundoval Fund · MUNDX cheaper diff. adviser | 18% | 1.50% | MUNDOVAL CAPITAL MANAGEMENT, INC. |
| 9 | Emerging Markets 2x Strategy Fund · RYWTX, RYWUX, RYWVX cheaper diff. adviser | 18% | 1.84% | Security Investors, LLC |
| 10 | National Security Emerging Markets Index ETF · NSI cheaper diff. adviser | 18% | 0.75% | Tuttle Capital Management, LLC |
| 11 | Iman Fund · IMANX cheaper diff. adviser | 17% | 1.00% | ALLIED ASSET ADVISORS, INC. |
| 12 | Wahed Dow Jones Islamic World ETF · UMMA cheaper diff. adviser | 17% | 0.65% | Wahed Invest LLC |
| 13 | SP Funds S&P Global Technology ETF · SPTE cheaper diff. adviser | 17% | 0.55% | ShariaPortfolio, Inc. |
| 14 | Global X Emerging Markets ex-China ETF · EMM cheaper diff. adviser | 16% | 0.66% | Global X Management Company LLC |
| 15 | Amana Growth Fund · AMAGX, AMIGX cheaper diff. adviser | 16% | 0.61% | SATURNA CAPITAL CORPORATION |
| 16 | Matthew 25 Fund · MXXVX cheaper diff. adviser | 16% | 1.10% | Matthew 25 Management Corp. |
| 17 | T. Rowe Price Technology ETF · TTEQ cheaper diff. adviser | 15% | 0.63% | T. Rowe Price Associates, Inc. |
| 18 | BNY Mellon Technology Growth Fund · DTGRX, DTGCX, DGVRX, DTEYX cheaper diff. adviser | 15% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 19 | Technology Growth Portfolio cheaper diff. adviser | 15% | 0.90% | BNY Mellon Investment Adviser, Inc. |
| 20 | NYLI VP Newton Technology Growth Portfolio cheaper diff. adviser | 15% | 0.77% | New York Life Investment Management LLC |
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