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 | Fidelity SAI U.S. Momentum Index Fund · FUMIX cheaper diff. adviser | 48% | 0.11% | Fidelity Management & Research Company LLC |
| 2 | iShares MSCI USA Momentum Factor ETF · MTUM cheaper diff. adviser | 45% | 0.15% | BlackRock Fund Advisors |
| 3 | Zacks Focus Growth ETF · GROZ cheaper diff. adviser | 43% | 0.55% | Zacks Investment Management, Inc. |
| 4 | AQR Large Cap Momentum Style Fund · AMOMX, AMONX, QMORX cheaper diff. adviser | 42% | 0.31% | AQR Capital Management, LLc |
| 5 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 40% | 0.99% | Charles Schwab Investment Management, Inc. |
| 6 | LARGE-CAP GROWTH PROFUND · LGPIX, LGPSX diff. adviser | 39% | 1.70% | ProFund Advisors LLC |
| 7 | iShares Large Cap Growth Active ETF cheaper diff. adviser | 39% | 0.55% | BlackRock Fund Advisors |
| 8 | WisdomTree U.S. Quality Growth Fund · QGRW cheaper diff. adviser | 39% | 0.28% | WisdomTree Asset Management, Inc. |
| 9 | SA Large Cap Growth Index Portfolio cheaper diff. adviser | 39% | 0.35% | SunAmerica Asset Management, LLC |
| 10 | Large Cap Core Portfolio I diff. adviser | 39% | — | UBS Trust Company of Puerto Rico |
| 11 | VANGUARD S&P 500 GROWTH INDEX FUND · VOOG, VSPGX cheaper diff. adviser | 39% | 0.05% | The Vanguard Group, Inc. |
| 12 | DF Tactical 30 ETF cheaper | 39% | 0.70% | — |
| 13 | LVIP Nomura U.S. Growth Fund cheaper diff. adviser | 38% | 0.72% | Lincoln Financial Investments Corporation |
| 14 | NAA LARGE GROWTH SERIES diff. adviser | 38% | 1.04% | New Age Alpha Advisors, LLC |
| 15 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX cheaper diff. adviser | 38% | 0.61% | Invesco Advisers, Inc. |
| 16 | PROFUND VP LARGE CAP GROWTH diff. adviser | 38% | 1.68% | ProFund Advisors LLC |
| 17 | BlackRock Capital Appreciation Fund, Inc. cheaper diff. adviser | 38% | 0.62% | BlackRock Advisors, LLC |
| 18 | BlackRock Large Cap Focus Growth Fund, Inc. cheaper diff. adviser | 38% | 0.62% | BlackRock Advisors, LLC |
| 19 | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF · SPYG cheaper diff. adviser | 37% | 0.04% | SSGA Funds Management, Inc. |
| 20 | Growth Fund · VCULX cheaper diff. adviser | 37% | 0.61% | The Variable Annuity Life Insurance Company |
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