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 | Villere Balanced Fund · VILLX cheaper | 71% | 0.80% | — |
| 2 | GuidePath Growth and Income Fund · GPIGX cheaper | 23% | 0.85% | AssetMark Inc. |
| 3 | Pacer Lunt Large Cap Alternator ETF · ALTL cheaper | 19% | 0.60% | Pacer Advisors, Inc. |
| 4 | Pacer US Small Cap Cash Cows Growth Leaders ETF · CAFG cheaper | 18% | 0.59% | Pacer Advisors, Inc. |
| 5 | AAM Brentview Dividend Growth ETF · BDIV cheaper | 18% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 6 | ROCK OAK CORE GROWTH FUND · RCKSX | 18% | 1.25% | Oak Associates, Ltd. |
| 7 | WBI BullBear Yield 3000 ETF · WBIG | 17% | 1.59% | Millington Securities LLC |
| 8 | Innovator Equity Managed 100 Buffer ETF cheaper | 17% | 0.89% | Innovator Capital Management, LLC |
| 9 | Matson Money Fixed Income VI Fund · FMVFX cheaper | 17% | 0.86% | Matson Money, Inc. |
| 10 | Sofi Next 500 ETF · SFYX cheaper | 16% | 0.06% | Tidal Investments LLC |
| 11 | WPG Partners Small Cap Value Diversified Fund · WPGTX | 16% | 1.10% | Boston Partners Global Investors, Inc. |
| 12 | Invesco Income Advantage U.S. Fund · SCAUX, SCCUX, SCRUX, SCIUX, SCNUX, SCAYX cheaper | 16% | 0.77% | Invesco Advisers, Inc. |
| 13 | JNL/AQR Large Cap Defensive Style Fund cheaper | 16% | 0.56% | Jackson National Asset Management, LLC |
| 14 | Abacus FCF International Leaders ETF · ABLG cheaper | 16% | 0.54% | — |
| 15 | Innovator IBD(R) Breakout Opportunities ETF cheaper | 16% | 0.80% | Innovator Capital Management, LLC |
| 16 | Overlay Shares Municipal Bond ETF · OVM cheaper | 16% | 0.81% | — |
| 17 | Abacus Flexible Bond Leaders ETF · ABXB cheaper | 16% | 0.62% | — |
| 18 | Atac Us Rotation ETF · RORO | 16% | 1.14% | Tidal Investments LLC |
| 19 | ActivePassive International Equity ETF · APIE cheaper | 16% | 0.45% | — |
| 20 | Kensington Active Advantage Fund · KADIX, KADCX, KADAX | 16% | 1.55% | Kensington Asset Management, LLC |
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