Overview Performance Dividends Metrics Financials ETFs Industry Correlations

15 Stock and 85 ETF Morningstar (MORN) alternatives

The most close Morningstar (MORN) alternative is company Blue Owl Technology Finance (OTF). The correlation is 0.7333.

Stocks that highly correlated with MORN

Symbol	Name	Market cap	Sector	Industry	Correlation
OTF	Blue Owl Technology Finance Corp	$4.79B	Financial Services	Asset Management	0.73
ARX	Accelerant Holdings - Class A	$2.82B	Financial Services	Insurance Brokers	0.68
NIQ	NIQ Global Intelligence plc	$3.24B	N/A	N/A	0.67
HLNE	Hamilton Lane Inc - Class A	$4.67B	Financial Services	Asset Management	0.66
NDAQ	Nasdaq Inc - 144A	$52B	Financial Services	Financial Data & Stock Exchanges	0.66
ACN	Accenture plc - Class A	$84B	Technology	Information Technology Services	0.65
HCHL	Happy City Holdings Ltd - Class A	$59M	Consumer Cyclical	Restaurants	0.65
KKR	KKR & Co. Inc	$90B	Financial Services	Asset Management	0.64
PACWP	PacWest Bancorp Depositary Shares Each Representing a 140th Interest in a Share of 7.75 Fixed Rate NonCumulative Perpetual Preferred Stock Series A	$2.48B	N/A	N/A	0.64
IT	Gartner Inc	$9.33B	Technology	Information Technology Services	0.63
INTU	Intuit Inc	$77B	Technology	Software - Application	0.62
MCO	Moody`s Corp	$89B	Financial Services	Financial Data & Stock Exchanges	0.62
SPGI	S&P Global Inc	$132B	Financial Services	Financial Data & Stock Exchanges	0.61
TTAN	ServiceTitan Inc - Class A	$7.44B	Technology	Software - Application	0.61
FDS	Factset Research Systems Inc	$8.99B	Financial Services	Financial Data & Stock Exchanges	0.61

ETFs that highly correlated with MORN

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
PYPG	LEVERAGE SHARES 2X LONG PYPL DAILY ETF	$17M	N/A	Apr 3, 2025	0.72
CRMG	LEVERAGE SHARES 2X LONG CRM DAILY ETF	$49M	N/A	Feb 9, 2026	0.70
TOGA	TREMBLANT GLOBAL ETF	$180M	0.69%	Apr 30, 2024	0.68
QGRO	AMERICAN CENTURY U.S. QUALITY GROWTH ETF	$2.10B	0.29%	Sep 10, 2018	0.67
USMF	WISDOMTREE U.S. MULTIFACTOR FUND	$310M	0.28%	Jun 29, 2017	0.67
WOMN	IMPACT SHARES WOMEN'S EMPOWERMENT ETF	$55M	0.75%	Aug 24, 2018	0.67
NUMG	NUVEEN ESG MID-CAP GROWTH ETF	$360M	0.31%	Dec 13, 2016	0.67
TMFM	MOTLEY FOOL MID-CAP GROWTH ETF	$119M	0.85%	Jun 17, 2014	0.67
CWS	ADVISORSHARES FOCUSED EQUITY ETF	$132M	0.65%	Sep 20, 2016	0.67
MILN	GLOBAL X MILLENNIAL CONSUMER ETF	$97M	0.50%	May 4, 2016	0.66
GABF	GABELLI FINANCIAL SERVICES OPPORTUNITIES ETF	$50M	1.24%	May 9, 2022	0.66
MVPA	MILLER VALUE PARTNERS APPRECIATION ETF	$70M	0.60%	Jan 30, 2024	0.65
DRUP	Graniteshares Nasdaq Select Disruptors ETF	$47M	0.60%	Oct 7, 2019	0.65
FDFF	FIDELITY DISRUPTIVE FINANCE ETF	$41M	0.50%	Apr 16, 2020	0.65
IWP	ISHARES RUSSELL MID-CAP GROWTH ETF	$22B	0.23%	Jul 17, 2001	0.65
VOT	VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES	$35B	0.05%	Aug 17, 2006	0.65
PSET	PRINCIPAL QUALITY ETF	$29M	0.15%	Mar 21, 2016	0.65
IEDI	ISHARES U.S. CONSUMER FOCUSED ETF	$27M	0.18%	Mar 21, 2018	0.65
HIMZ	DEFIANCE DAILY TARGET 2X LONG HIMS ETF	$130M	N/A	Mar 12, 2025	0.64
KCE	STATE STREET(R) SPDR(R) S&P(R) CAPITAL MARKETS ETF	$419M	0.35%	Nov 8, 2005	0.64
ABFL	ABACUS FCF LEADERS ETF	$545M	0.49%	Sep 27, 2016	0.64
PFI	INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF	$33M	0.60%	Oct 12, 2006	0.64
CONY	YIELDMAX(R) COIN OPTION INCOME STRATEGY ETF	$312M	1.04%	Aug 14, 2023	0.64
VFQY	VANGUARD U.S. QUALITY FACTOR ETF ETF SHARES	$474M	0.13%	Feb 13, 2018	0.64
BRLN	BlackRock Floating Rate Loan ETF	$54M	0.55%	Oct 4, 2022	0.63
EOI	Eaton Vance Enhanced Equity Income Fund	$866M	N/A	N/A	0.63
EOS	Eaton Vance Enhanced Equity Income Fund II	$1.30B	N/A	N/A	0.63
BETH	PROSHARES BITCOIN & ETHER MARKET CAP WEIGHT STRATEGY ETF	$9M	0.95%	Oct 2, 2023	0.63
XYZY	YIELDMAX(R) XYZ OPTION INCOME STRATEGY ETF	$44M	1.36%	Oct 10, 2023	0.63
TPLC	TIMOTHY PLAN US LARGE/MID CAP CORE ETF	$304M	0.52%	Apr 30, 2019	0.63
VO	VANGUARD MID-CAP INDEX FUND ETF SHARES	$224B	0.03%	Jan 26, 2004	0.63
IYC	ISHARES U.S. CONSUMER DISCRETIONARY ETF	$1.20B	0.38%	Jun 12, 2000	0.63
ESGV	VANGUARD ESG U.S. STOCK ETF ETF SHARES	$13B	0.09%	Sep 18, 2018	0.63
PYPY	YIELDMAX(R) PYPL OPTION INCOME STRATEGY ETF	$12M	1.31%	Sep 25, 2023	0.63
IMCG	ISHARES MORNINGSTAR MID-CAP GROWTH ETF	$4B	0.06%	Jun 28, 2004	0.63
BUL	PACER US CASH COWS GROWTH ETF	$127M	0.60%	May 2, 2019	0.63
GSEW	GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF	$1.80B	0.09%	Sep 12, 2017	0.63
NULC	NUVEEN ESG LARGE-CAP ETF	$65M	0.21%	Jun 3, 2019	0.63
DKNX	DEFIANCE DAILY TARGET 2X LONG DKNG ETF	$5.40M	N/A	Jul 30, 2025	0.63
CBOA	Calamos Bitcoin Structured Alt Protection ETF April	$4.80M	0.69%	Apr 4, 2025	0.62
TMFG	MOTLEY FOOL GLOBAL OPPORTUNITIES ETF	$350M	0.85%	Jun 17, 2014	0.62
XSW	STATE STREET(R) SPDR(R) S&P(R) SOFTWARE & SERVICES ETF	$402M	0.35%	Sep 28, 2011	0.62
FTC	First Trust Large Capital Growth AlphaDEX Fund	$1.40B	0.58%	May 8, 2007	0.62
PSP	INVESCO GLOBAL LISTED PRIVATE EQUITY ETF	$217M	1.80%	Oct 24, 2006	0.62
XMHQ	INVESCO S&P MIDCAP QUALITY ETF	$5.40B	0.25%	Dec 1, 2006	0.62
DTEC	ALPS DISRUPTIVE TECHNOLOGIES ETF	$70M	0.50%	Dec 28, 2017	0.62
FLQM	FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF	$1.50B	0.30%	Apr 26, 2017	0.62
FLQS	FRANKLIN U.S. SMALL CAP MULTIFACTOR INDEX ETF	$51M	0.35%	Apr 26, 2017	0.62
IWR	ISHARES RUSSELL MID-CAP ETF	$57B	0.18%	Jul 17, 2001	0.62
SMCP	AlphaMark Actively Managed Small Cap ETF	$3.50M	0.79%	May 11, 2026	0.62
MDYG	STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF	$2.90B	0.15%	Nov 8, 2005	0.62
IVOG	VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND ETF SHARES	$1.90B	0.10%	Sep 7, 2010	0.62
IJK	ISHARES S&P MID-CAP 400 GROWTH ETF	$11B	0.17%	Jul 24, 2000	0.62
COYY	GRANITESHARES YIELDBOOST COIN ETF	$21M	1.07%	Jul 28, 2025	0.62
SPGP	INVESCO S&P 500 GARP ETF	$2.20B	0.36%	Jun 16, 2011	0.62
CBTA	Calamos Bitcoin 80 Series Structured Alt Protection ETF April	$4M	0.69%	Apr 4, 2025	0.62
CFA	VICTORYSHARES US 500 VOLATILITY WTD ETF	$534M	0.35%	Jul 1, 2014	0.62
BTCC	GRAYSCALE BITCOIN COVERED CALL ETF	$13M	0.65%	Apr 1, 2025	0.62
EUSA	ISHARES MSCI USA EQUAL WEIGHTED ETF	$1.70B	0.09%	May 5, 2010	0.62
TSEL	TOUCHSTONE SANDS CAPITAL US SELECT GROWTH ETF	$84M	0.67%	Dec 31, 2024	0.62
SIZE	ISHARES MSCI USA SIZE FACTOR ETF	$428M	0.15%	Apr 16, 2013	0.62
VCR	VANGUARD CONSUMER DISCRETIONARY INDEX FUND ETF SHARES	$6.80B	0.09%	Jan 26, 2004	0.62
AFLG	FIRST TRUST ACTIVE FACTOR LARGE CAP ETF	$660M	0.55%	Dec 3, 2019	0.62
QQXT	FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND	$166M	0.57%	Feb 8, 2007	0.62
GSLC	GOLDMAN SACHS ACTIVEBETA(R) U.S. LARGE CAP EQUITY ETF	$15B	0.09%	Sep 17, 2015	0.61
FINX	GLOBAL X FINTECH ETF	$170M	0.68%	Sep 12, 2016	0.61
IQSU	NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF	$332M	0.09%	Dec 17, 2019	0.61
FAD	FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND	$580M	0.63%	May 8, 2007	0.61
FDIS	FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF	$1.70B	0.08%	Oct 21, 2013	0.61
DVOL	FIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF	$71M	0.60%	Sep 5, 2018	0.61
LRGE	CLEARBRIDGE LARGE CAP GROWTH ESG ETF	$438M	0.48%	May 22, 2017	0.61
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES	$47B	0.05%	Jan 26, 2004	0.61
FQAL	FIDELITY QUALITY FACTOR ETF	$1.40B	0.15%	Sep 12, 2016	0.61
CBXA	Calamos Bitcoin 90 Series Structured Alt Protection ETF April	$5.20M	0.69%	Apr 4, 2025	0.61
SUSL	ISHARES ESG MSCI USA LEADERS ETF	$1.20B	0.10%	May 7, 2019	0.61
DWAW	ADVISORSHARES DORSEY WRIGHT FSM ALL CAP WORLD ETF	$94M	1.23%	Dec 26, 2019	0.61
ASG	Liberty All-Star Growth Fund Inc	$392M	N/A	N/A	0.61
XMMO	INVESCO S&P MIDCAP MOMENTUM ETF	$7.90B	0.35%	Mar 3, 2005	0.61
AVUS	AVANTIS U.S. EQUITY ETF	$14B	0.15%	Sep 24, 2019	0.61
JQUA	JPMORGAN U.S. QUALITY FACTOR ETF	$8.20B	0.12%	Nov 8, 2017	0.61
LSAF	LEADERSHARES(R) ALPHAFACTOR(R) US CORE EQUITY ETF	$161M	0.75%	Oct 1, 2018	0.61
FSCS	FIRST TRUST SMID CAPITAL STRENGTH ETF	$59M	0.60%	Jun 20, 2017	0.61
PSEP	Innovator U.S. Equity Power Buffer ETF - September	$850M	0.79%	Aug 30, 2019	0.61
YBTC	ROUNDHILL BITCOIN COVERED CALL STRATEGY ETF	$121M	0.95%	Jan 17, 2024	0.61
OVL	OVERLAY SHARES LARGE CAP EQUITY ETF	$308M	0.79%	Sep 30, 2019	0.61