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 | WBI BullBear Value 3000 ETF · WBIF | 30% | 1.65% | Millington Securities LLC |
| 2 | WBI BullBear Yield 3000 ETF · WBIG | 27% | 1.59% | Millington Securities LLC |
| 3 | First Trust Growth Strength ETF · FTGS cheaper diff. adviser | 23% | 0.60% | First Trust Advisors L.P. |
| 4 | First Trust Growth Strength Portfolio cheaper diff. adviser | 23% | 1.20% | First Trust Advisors L.P. |
| 5 | S&P 500 Pure Growth Fund diff. adviser | 23% | 1.64% | Security Investors, LLC |
| 6 | S&P 500 Pure Growth Fund · RYAWX, RYLGX, RYGRX diff. adviser | 23% | 1.55% | Security Investors, LLC |
| 7 | FT Vest Growth Strength & Target Income ETF · FGSI cheaper diff. adviser | 21% | 0.85% | First Trust Advisors L.P. |
| 8 | Virtus Terranova U.S. Quality Momentum ETF · JOET cheaper diff. adviser | 20% | 0.29% | Virtus Investment Advisers, LLC |
| 9 | Invesco S&P 500 Pure Growth ETF · RPG cheaper diff. adviser | 20% | 0.35% | Invesco Capital Management LLC |
| 10 | VictoryShares Free Cash Flow Growth ETF · GFLW cheaper diff. adviser | 19% | 0.39% | Victory Capital Management Inc. |
| 11 | First Trust Large Cap Growth AlphaDEX Fund · FTC cheaper diff. adviser | 19% | 0.58% | First Trust Advisors L.P. |
| 12 | Invesco S&P 500 Enhanced Value ETF · QVMT cheaper diff. adviser | 18% | 0.13% | Invesco Capital Management LLC |
| 13 | Mid Cap Growth Portfolio cheaper diff. adviser | 18% | 0.90% | Neuberger Berman Investment Advisers LLC |
| 14 | Neuberger Berman Mid Cap Growth Fund · NMANX, NBMTX, NBMBX, NBMLX, NMGAX, NMGCX, NMGRX, NRMGX cheaper diff. adviser | 18% | 0.58% | Neuberger Berman Investment Advisers LLC |
| 15 | Innovator Nasdaq-100 Managed Floor ETF · QFLR cheaper diff. adviser | 18% | 0.89% | Innovator Capital Management, LLC |
| 16 | Mohr Company NAV ETF · CNAV cheaper | 18% | 1.31% | — |
| 17 | SEI Enhanced U.S. Large Cap Momentum Factor ETF · SEIM cheaper diff. adviser | 18% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 18 | MML Invesco Discovery Mid Cap Fund cheaper diff. adviser | 18% | 0.83% | MML Investment Advisers, LLC |
| 19 | Donoghue Forlines Momentum VIT Fund diff. adviser | 18% | 1.56% | Donoghue Forlines LLC |
| 20 | DF Tactical Momentum Fund · MOJAX, MOJCX, MOJOX diff. adviser | 18% | 2.00% | Donoghue Forlines LLC |
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