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 | Union Street Partners Value Fund · USPVX, USPCX, USPFX cheaper diff. adviser | 32% | 1.15% | Union Street Partners, LLC |
| 2 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 32% | 0.20% | BlackRock Fund Advisors |
| 3 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 29% | 0.20% | Invesco Capital Management LLC |
| 4 | Wahed FTSE USA Shariah ETF · HLAL cheaper diff. adviser | 29% | 0.50% | Wahed Invest LLC |
| 5 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 27% | 0.12% | Principal Global Investors, LLC |
| 6 | JNL/Mellon Information Technology Sector Fund cheaper diff. adviser | 27% | 0.26% | Jackson National Asset Management, LLC |
| 7 | COPLEY INVESTMENT FUND cheaper diff. adviser | 27% | 1.15% | DCM Advisors, LLC |
| 8 | BlackRock Exchange Portfolio · STSEX cheaper diff. adviser | 27% | 0.84% | BlackRock Advisors, LLC |
| 9 | VanEck Technology TruSector ETF · TRUT cheaper diff. adviser | 26% | 0.14% | Van Eck Absolute Return Advisers Corporation |
| 10 | iShares U.S. Technology ETF · IYW cheaper diff. adviser | 26% | 0.38% | BlackRock Fund Advisors |
| 11 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 25% | 0.59% | — |
| 12 | VANGUARD INFORMATION TECHNOLOGY INDEX FUND · VITAX, VGT cheaper diff. adviser | 25% | 0.09% | The Vanguard Group, Inc. |
| 13 | Boston Trust Equity Fund · BTEFX cheaper diff. adviser | 25% | 0.83% | Boston Trust Walden Inc. |
| 14 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 25% | 0.20% | BlackRock Fund Advisors |
| 15 | iShares U.S. Financial Services ETF · IYG cheaper diff. adviser | 25% | 0.38% | BlackRock Fund Advisors |
| 16 | North Country Large Cap Equity Fund · NCEGX cheaper diff. adviser | 25% | 0.99% | Advisors Preferred, LLC |
| 17 | iShares Global 100 ETF · IOO cheaper diff. adviser | 25% | 0.40% | BlackRock Fund Advisors |
| 18 | First Trust Enhanced Equity Income Fund | 25% | — | — |
| 19 | Ancora Dividend Value Equity Fund cheaper diff. adviser | 24% | 0.75% | Ancora Advisors LLC |
| 20 | Fidelity MSCI Information Technology Index ETF · FTEC cheaper diff. adviser | 24% | 0.08% | Fidelity Management & Research Company LLC |
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