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 | FIS Bright Portfolios Focused Equity ETF | 86% | 0.66% | Faith Investor Services, LLC |
| 2 | Eventide Large Cap Growth ETF · ESLG cheaper | 34% | 0.39% | — |
| 3 | Schwab Large-Cap Growth Fund · SWLSX | 32% | 0.99% | Charles Schwab Investment Management, Inc. |
| 4 | Nuveen ESG Large-Cap Growth ETF · NULG cheaper | 32% | 0.26% | Nuveen Fund Advisors, LLC |
| 5 | Boston Common ESG Impact U.S. Equity Fund · BCAMX | 32% | 1.00% | Boston Common Asset Management, LLC |
| 6 | UBS US Quality Growth At Reasonable Price Fund · QGRPX | 30% | 0.65% | UBS Asset Management (Americas) LLC |
| 7 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX | 30% | 0.70% | Columbia Management Investment Advisers, LLC |
| 8 | First Trust Bloomberg R&D Leaders ETF · RND cheaper | 30% | 0.60% | First Trust Advisors L.P. |
| 9 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX cheaper | 30% | 0.57% | BlackRock Advisors, LLC |
| 10 | Congress Large Cap Growth ETF · CAML | 30% | 0.65% | Congress Asset Management Company |
| 11 | U.S. Socially Responsible Fund · VSRDX cheaper | 29% | 0.35% | The Variable Annuity Life Insurance Company |
| 12 | AVIP BlackRock Advantage Large Cap Growth Portfolio | 29% | 0.71% | CONSTELLATION INVESTMENTS INC |
| 13 | Sp Funds S&p 500 Sharia Industry Exclusions ETF · SPUS cheaper | 29% | 0.45% | Tidal Investments LLC |
| 14 | Columbia Variable Portfolio - Large Cap Growth Fund | 29% | 0.72% | Columbia Management Investment Advisers, LLC |
| 15 | Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF · GGUS cheaper | 29% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 16 | Columbia Cornerstone Growth Fund · LEGAX, LEGCX, GEGTX, CLGEX, CGFYX, CGWRX, CLWFX, GEGDX | 29% | 0.65% | Columbia Management Investment Advisers, LLC |
| 17 | American Conservative Values ETF · ACVF | 29% | 0.75% | Ridgeline Research LLC |
| 18 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper | 29% | 0.44% | PGIM INVESTMENTS LLC |
| 19 | TAX-MANAGED GROWTH PORTFOLIO | 29% | — | Boston Management and Research |
| 20 | Global Atlantic BlackRock Disciplined Growth Portfolio cheaper | 29% | 0.49% | Global Atlantic Investment Advisors, LLC |
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