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 | VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. · VALLX, VLLIX diff. adviser | 48% | 0.89% | EULAV Asset Management |
| 2 | REX FANG & Innovation Equity Premium Income ETF · FEPI cheaper diff. adviser | 47% | 0.65% | REX Advisers, LLC |
| 3 | Nomura Transformational Technologies ETF · FRWD cheaper | 46% | 0.65% | — |
| 4 | Federated Hermes Kaufmann Large Cap Fund · KLCAX, KLCCX, KLCKX, KLCIX, KLCSX diff. adviser | 46% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 5 | Franklin Focused Growth ETF cheaper diff. adviser | 45% | 0.55% | Franklin Advisers, Inc. |
| 6 | Dan IVES Wedbush AI Revolution ETF · IVES | 45% | 0.75% | — |
| 7 | Harbor Transformative Technologies ETF · TEC cheaper diff. adviser | 45% | 0.69% | Harbor Capital Advisors, Inc. |
| 8 | T. Rowe Price Technology ETF · TTEQ cheaper diff. adviser | 44% | 0.63% | T. Rowe Price Associates, Inc. |
| 9 | Franklin DynaTech VIP Fund diff. adviser | 44% | 0.87% | Franklin Advisers, Inc. |
| 10 | Franklin Dynatech Fund · FKDNX, FDYNX, FDYZX, FDNRX, FDTRX cheaper diff. adviser | 44% | 0.44% | Franklin Advisers, Inc. |
| 11 | First Trust Multi-Manager Large Growth ETF · AFGR diff. adviser | 44% | 0.85% | First Trust Advisors L.P. |
| 12 | FINQ DOLLAR NEUTRAL U.S. Large Cap AI-Managed Equity ETF · AINT | 43% | 1.25% | — |
| 13 | Goldman Sachs Technology Opportunities ETF · GTOP cheaper | 43% | 0.65% | — |
| 14 | PGIM Jennison Global Opportunities Fund · PRJAX, PRJCX, PRJZX, PRJQX, PRJDX, PRJBX diff. adviser | 43% | 0.82% | PGIM INVESTMENTS LLC |
| 15 | Goldman Sachs Technology Opportunities Fund · GITIX, GITSX, GITAX, GITCX, GISTX, GTORX, GSJPX diff. adviser | 42% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 16 | WisdomTree U.S. Quality Growth Fund · QGRW cheaper diff. adviser | 42% | 0.28% | WisdomTree Asset Management, Inc. |
| 17 | PGIM Jennison Focused Growth ETF · PJFG diff. adviser | 42% | 0.75% | PGIM INVESTMENTS LLC |
| 18 | Nationwide Bailard Technology & Science Fund · NWHOX, NWHPX, NWHQX, NWHTX, NWHUX cheaper diff. adviser | 42% | 0.68% | Nationwide Fund Advisors |
| 19 | Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund · CFSIX, PTSGX, TSNAX, TSNCX, TSNRX, CISGX cheaper | 42% | 0.68% | — |
| 20 | Penn Series Large Growth Stock Fund diff. adviser | 42% | 0.93% | Penn Mutual Asset Management, LLC |
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