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 | Baron First Principles ETF · RONB cheaper | 65% | 1.00% | BAMCO, Inc. |
| 2 | Baron Focused Growth Fund · BFGFX, BFGIX, BFGUX cheaper | 62% | 1.05% | BAMCO, Inc. |
| 3 | BARON ASSET FUND · BARAX, BARIX, BARUX cheaper | 40% | 1.05% | BAMCO, Inc. |
| 4 | BARON GROWTH FUND · BGRFX, BGRIX, BGRUX cheaper | 30% | 1.34% | BAMCO, Inc. |
| 5 | VY(R) BARON GROWTH PORTFOLIO · IBSAX, IBGIX, IBSSX, IBCGX, VYRBX cheaper diff. adviser | 29% | 0.98% | Voya Investments, LLC |
| 6 | LVIP Baron Growth Opportunities Fund cheaper diff. adviser | 28% | 0.89% | Lincoln Financial Investments Corporation |
| 7 | BARON OPPORTUNITY FUND · BIOPX, BIOIX, BIOUX cheaper | 25% | 1.04% | BAMCO, Inc. |
| 8 | Baron Global Opportunity Fund · BGAFX, BGAIX, BGLUX cheaper | 24% | 0.91% | BAMCO, Inc. |
| 9 | Simplify Volt TSLA Revolution ETF · TESL cheaper diff. adviser | 20% | 0.97% | Simplify Asset Management Inc. |
| 10 | THE NIGHTVIEW FUND · NITE cheaper diff. adviser | 20% | 1.25% | Nightview Capital LLC |
| 11 | Global X PureCap MSCI Consumer Discretionary ETF · GXPD cheaper diff. adviser | 19% | 0.15% | Global X Management Company LLC |
| 12 | State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF · XLY cheaper diff. adviser | 19% | 0.08% | SSGA Funds Management, Inc. |
| 13 | PROFUND VP CONSUMER DISCRETIONARY cheaper diff. adviser | 19% | 1.68% | ProFund Advisors LLC |
| 14 | Fidelity Advisor Consumer Discretionary Fund · FCNAX, FCECX, FACPX, FCNIX, FIJZX cheaper diff. adviser | 18% | 0.60% | Fidelity Management & Research Company LLC |
| 15 | Grayscale Bitcoin Adopters ETF · BCOR cheaper diff. adviser | 18% | 0.59% | Grayscale Advisors, LLC |
| 16 | VANGUARD CONSUMER DISCRETIONARY INDEX FUND · VCDAX, VCR cheaper diff. adviser | 17% | 0.09% | The Vanguard Group, Inc. |
| 17 | JNL/Mellon Consumer Discretionary Sector Fund cheaper diff. adviser | 17% | 0.29% | Jackson National Asset Management, LLC |
| 18 | Select Consumer Discretionary Portfolio · FSCPX, FFNSX, FFNNX, FFNQX, FFNUX, FFNRX cheaper diff. adviser | 16% | 0.59% | Fidelity Management & Research Company LLC |
| 19 | Fidelity MSCI Consumer Discretionary Index ETF · FDIS cheaper diff. adviser | 16% | 0.08% | Fidelity Management & Research Company LLC |
| 20 | Baron Financials ETF · BCFN cheaper | 16% | 0.80% | BAMCO, Inc. |
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