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 | Technology Growth Portfolio diff. adviser | 58% | 0.90% | BNY Mellon Investment Adviser, Inc. |
| 2 | NYLI VP Newton Technology Growth Portfolio diff. adviser | 57% | 0.77% | New York Life Investment Management LLC |
| 3 | BNY Mellon Technology Growth Fund · DTGRX, DTGCX, DGVRX, DTEYX diff. adviser | 57% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 4 | First Trust Expanded Technology ETF · XPND diff. adviser | 57% | 0.65% | First Trust Advisors L.P. |
| 5 | YieldMax AI and Tech Portfolio Option Income ETF · GPTY | 52% | 1.06% | — |
| 6 | Dan IVES Wedbush AI Revolution ETF · IVES | 52% | 0.75% | — |
| 7 | Global X Artificial Intelligence & Technology ETF · AIQ diff. adviser | 51% | 0.68% | Global X Management Company LLC |
| 8 | REX AI Equity Premium Income ETF · AIPI diff. adviser | 50% | 0.65% | REX Advisers, LLC |
| 9 | Nomura Science and Technology Fund · WSTRX, WSTAX, WSTCX, WSTYX, ISTIX, ISTNX diff. adviser | 49% | 0.84% | Macquarie Investment Management Business Trust |
| 10 | Nomura VIP Science and Technology Series diff. adviser | 49% | 0.91% | Macquarie Investment Management Business Trust |
| 11 | Nationwide Bailard Technology & Science Fund · NWHOX, NWHPX, NWHQX, NWHTX, NWHUX diff. adviser | 49% | 0.68% | Nationwide Fund Advisors |
| 12 | Columbia Select Technology ETF · SEMI diff. adviser | 48% | 0.75% | Columbia Management Investment Advisers, LLC |
| 13 | Nomura Transformational Technologies ETF · FRWD | 48% | 0.65% | — |
| 14 | Columbia Global Technology Growth Fund · CTCAX, CTHCX, CMTFX, CTHRX, CGTUX, CGTDX | 47% | 0.81% | — |
| 15 | Harbor Transformative Technologies ETF · TEC diff. adviser | 46% | 0.69% | Harbor Capital Advisors, Inc. |
| 16 | iShares Expanded Tech Sector ETF · IGM diff. adviser | 46% | 0.39% | BlackRock Fund Advisors |
| 17 | First Trust NASDAQ-100-Technology Sector Index Fund · QTEC diff. adviser | 46% | 0.55% | First Trust Advisors L.P. |
| 18 | Invesco ESG Nasdaq 100 ETF cheaper diff. adviser | 46% | 0.20% | Invesco Capital Management LLC |
| 19 | Pacer Trendpilot 100 ETF · PTNQ diff. adviser | 45% | 0.65% | Pacer Advisors, Inc. |
| 20 | State Street(R) Technology Select Sector SPDR(R) ETF · XLK cheaper | 45% | 0.08% | SSGA Funds Management, Inc. |
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