ETFs most similar to TAOZ
The funds whose holdings overlap Thornburg American Opportunities Fund ETF Class the most, by weight. as of Jun 30, 2026SEC filing
By holdings overlap
| Fund | Category | Overlap with TAOZ | Fee | Assets | 1Y | Yield | Compare |
|---|---|---|---|---|---|---|---|
| TAOZThornburg American Opportunities Fund ETF Class | Global | — | 0.79% | — | — | — | |
| RNDFirst Trust Bloomberg R&D Leaders ETF | Large Cap Blend | 26% | 0.60% | $9.5M | +2.6% | — | side by side |
| CLCGCrossmark Large Cap Growth ETF | Large Cap Growth | 25% | 0.50% | $28M | −5.0% | 0.07% | side by side |
| SXQGETC 6 Meridian Quality Growth ETF | Quality | 24% | 0.55% | $58M | −3.0% | — | side by side |
| FELGFidelity Enhanced Large Cap Growth ETF | Multi-Factor | 23% | 0.18% | $5.1B | −5.0% | 0.39% | side by side |
| VSLUApplied Finance Valuation Large Cap ETF | Large Cap Blend | 23% | 0.49% | $579M | +9.0% | 0.42% | side by side |
Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.