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 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 48% | 0.12% | Principal Global Investors, LLC |
| 2 | PAYSON TOTAL RETURN FUND · PBFDX cheaper diff. adviser | 45% | 0.81% | H.M. Payson & Co. |
| 3 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 45% | 1.09% | — |
| 4 | Parnassus Core Equity Fund · PRBLX, PRILX cheaper diff. adviser | 45% | 0.61% | Parnassus Investments, LLC |
| 5 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 45% | 0.99% | Advisors Preferred, LLC |
| 6 | WAYCROSS FOCUSED CORE EQUITY FUND · WAYFX cheaper diff. adviser | 44% | 0.69% | Waycross Partners, LLC |
| 7 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 44% | 0.13% | SSGA Funds Management, Inc. |
| 8 | State Street U.S. Equity V.I.S. Fund · SSUSX cheaper diff. adviser | 43% | 0.85% | SSGA Funds Management, Inc. |
| 9 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 43% | 0.25% | SSGA Funds Management, Inc. |
| 10 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 43% | 0.59% | — |
| 11 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper diff. adviser | 43% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 12 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 43% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 13 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 43% | 0.74% | Thrivent Asset Management, LLC |
| 14 | Calamos Select Fund · CVAAX, CVACX, CVAIX cheaper diff. adviser | 43% | 0.90% | Calamos Advisors LLC |
| 15 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 43% | 0.38% | SSGA Funds Management, Inc. |
| 16 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 43% | 0.43% | Thrivent Financial for Lutherans |
| 17 | WesMark Large Company Fund · WMKGX diff. adviser | 43% | 1.16% | WESBANCO INVESTMENT DEPARTMENT |
| 18 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper diff. adviser | 43% | 0.45% | Principal Global Investors, LLC |
| 19 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 43% | 1.28% | Sparrow Capital Management, Inc. |
| 20 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 43% | 0.00% | American Century Investment Management, Inc. |
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