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 | BBH Select Large Cap ETF | 90% | 0.71% | — |
| 2 | Parnassus Core Equity Fund · PRBLX, PRILX cheaper diff. adviser | 41% | 0.61% | Parnassus Investments, LLC |
| 3 | Saratoga Technology & Communication Portfolio · STPIX, STPCX, STPAX diff. adviser | 41% | 2.42% | Saratoga Capital Management, LLC |
| 4 | The Jensen Quality Growth Fund Inc · JENSX, JENIX, JENRX, JENYX cheaper diff. adviser | 40% | 0.53% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 5 | Nicholas Fund, Inc. · NICSX cheaper diff. adviser | 40% | 0.70% | Nicholas Company, Inc. |
| 6 | Jensen Quality Growth ETF · JGRW cheaper | 39% | 0.57% | — |
| 7 | Appreciation Portfolio diff. adviser | 38% | 0.85% | BNY Mellon Investment Adviser, Inc. |
| 8 | BNY Mellon Appreciation Fund, Inc. · DGAGX, DGYGX, DGIGX cheaper diff. adviser | 38% | 0.59% | BNY Mellon Investment Adviser, Inc. |
| 9 | Monopoly ETF | 38% | 0.79% | — |
| 10 | Polen Growth Fund · POLRX, POLIX diff. adviser | 38% | 0.97% | Polen Capital Management, L.L.C. |
| 11 | ALTA QUALITY GROWTH FUND · AQLGX | 37% | 0.79% | — |
| 12 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 37% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 13 | Polen Focus Growth ETF cheaper | 37% | 0.49% | — |
| 14 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX diff. adviser | 36% | 0.72% | New York Life Investment Management LLC |
| 15 | RED OAK TECHNOLOGY SELECT FUND · ROGSX diff. adviser | 36% | 0.90% | Oak Associates, Ltd. |
| 16 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 36% | 0.20% | Invesco Capital Management LLC |
| 17 | BNY Mellon Worldwide Growth Fund, Inc. · PGROX, PGRCX, DPWRX, DPRIX diff. adviser | 36% | 0.80% | BNY Mellon Investment Adviser, Inc. |
| 18 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX cheaper diff. adviser | 35% | 0.55% | Nationwide Fund Advisors |
| 19 | NYLI VP Wellington Growth Portfolio diff. adviser | 35% | 0.72% | New York Life Investment Management LLC |
| 20 | Strategic Equity Portfolio · GTCEX diff. adviser | 35% | 0.89% | Glenmede Investment Management LP |
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