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 | REX FANG & Innovation Equity Premium Income ETF · FEPI cheaper | 58% | 0.65% | REX Advisers, LLC |
| 2 | FINQ FIRST U.S. Large Cap AI-Managed Equity ETF · AIUP cheaper | 57% | 0.70% | — |
| 3 | First Trust Bloomberg Artificial Intelligence ETF · FAI cheaper | 54% | 0.65% | — |
| 4 | Dana Unconstrained Equity ETF · DUNK cheaper | 51% | 0.75% | — |
| 5 | Natixis Loomis Sayles Focused Growth ETF · LSGR cheaper | 48% | 0.59% | Natixis Advisors, LLC |
| 6 | AOT Software Platform ETF · AOTS cheaper | 48% | 0.49% | — |
| 7 | Touchstone ETF Trust-Touchstone Large Company Growth ETF · TLG cheaper | 48% | 0.67% | — |
| 8 | Touchstone Strategic Trust-Touchstone Large Company Growth Fund · TSAGX, TCGLX, TLGYX, DSMLX cheaper | 48% | 0.70% | Touchstone Advisors, Inc. |
| 9 | Saturna Growth Fund · SSGFX, SGZFX cheaper | 47% | 0.75% | SATURNA CAPITAL CORPORATION |
| 10 | Harbor Transformative Technologies ETF · TEC cheaper | 47% | 0.69% | Harbor Capital Advisors, Inc. |
| 11 | VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. · VALLX, VLLIX cheaper | 47% | 0.89% | EULAV Asset Management |
| 12 | PGIM Jennison Focused Growth ETF · PJFG cheaper | 46% | 0.75% | PGIM INVESTMENTS LLC |
| 13 | First Trust Bloomberg R&D Leaders ETF · RND cheaper | 46% | 0.60% | First Trust Advisors L.P. |
| 14 | WisdomTree Technology and Innovation 100 Digital Fund · TECHX cheaper | 46% | 0.10% | WisdomTree Digital Management, Inc. |
| 15 | Schwab Large-Cap Growth Fund · SWLSX cheaper | 45% | 0.99% | Charles Schwab Investment Management, Inc. |
| 16 | Hartford Large Cap Growth ETF · HFGO cheaper | 45% | 0.59% | Hartford Funds Management Company, LLC |
| 17 | MML VIP Loomis Sayles Large Cap Growth Fund cheaper | 45% | 0.70% | MML Investment Advisers, LLC |
| 18 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX cheaper | 45% | 1.10% | Gabelli Funds, LLC |
| 19 | Transamerica US Growth · TADAX, TADCX, TDEIX, TWMTX, TAGHX cheaper | 45% | 0.67% | Transamerica Asset Management, Inc. |
| 20 | Loomis Sayles Growth Portfolio cheaper | 45% | 0.55% | Brighthouse Investment Advisers, LLC |
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