ETFs most similar to TOAO

The funds whose holdings overlap Twin Oak Active Opportunities III ETF the most, by weight. as of May 31, 2026SEC filing

By holdings overlap

FundCategoryOverlap with TOAOFeeAssets1YYieldCompare
TOAOTwin Oak Active Opportunities III ETFLarge Cap Blend—0.95%$423M——
AGRWAllspring LT Large Growth ETFLarge Cap Growth45%0.35%$106M+12.6%0.11%side by side
TECHarbor Transformative Technologies ETFTechnology43%0.69%$6.8M+25.0%—side by side
BKCGBNY Mellon Concentrated Growth ETFLarge Cap Growth43%0.50%$119M+11.5%0.63%side by side
IVESDan IVES Wedbush AI Revolution ETFAI & Robotics42%0.75%$997M+24.1%0.31%side by side
GTOPGoldman Sachs Technology Opportunities ETFTechnology42%0.65%$743M——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.