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 | Jensen Quality Growth ETF · JGRW cheaper | 35% | 0.57% | — |
| 2 | Allspring Large Cap Growth Fund · STNFX, STAFX, STOFX, STDFX, STFFX cheaper | 35% | 0.60% | Allspring Funds Management, LLC |
| 3 | The Jensen Quality Growth Fund Inc · JENSX, JENIX, JENRX, JENYX cheaper | 35% | 0.53% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 4 | CANTOR FITZGERALD LARGE CAP FOCUSED FUND · FICHX, FICGX, FICIX cheaper | 35% | 0.66% | Cantor Fitzgerald Investment Advisors, LP |
| 5 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX cheaper | 35% | 0.61% | Invesco Advisers, Inc. |
| 6 | BlackRock Capital Appreciation Fund, Inc. cheaper | 34% | 0.62% | BlackRock Advisors, LLC |
| 7 | BlackRock Large Cap Focus Growth Fund, Inc. cheaper | 34% | 0.62% | BlackRock Advisors, LLC |
| 8 | JNL/BlackRock Large Cap Select Growth Fund cheaper | 34% | 0.53% | Jackson National Asset Management, LLC |
| 9 | BlackRock Capital Appreciation Portfolio cheaper | 34% | 0.47% | BlackRock Advisors, LLC |
| 10 | BlackRock Large Cap Focus Growth V.I. Fund cheaper | 34% | 0.79% | BlackRock Advisors, LLC |
| 11 | First Trust Expanded Technology ETF · XPND cheaper | 34% | 0.65% | First Trust Advisors L.P. |
| 12 | Invesco V.I. American Franchise Fund cheaper | 34% | 0.85% | Invesco Advisers, Inc. |
| 13 | BlackRock Capital Appreciation Portfolio cheaper | 34% | 0.56% | Brighthouse Investment Advisers, LLC |
| 14 | Crossmark Large Cap Growth ETF cheaper | 34% | 0.50% | Crossmark Global Investments, Inc. |
| 15 | BlackRock Capital Appreciation V.I. Fund cheaper | 34% | 0.80% | BlackRock Advisors, LLC |
| 16 | iShares Large Cap Growth Active ETF cheaper | 33% | 0.55% | BlackRock Fund Advisors |
| 17 | Growth Fund · VCULX cheaper | 33% | 0.61% | The Variable Annuity Life Insurance Company |
| 18 | Nationwide Bailard Technology & Science Fund · NWHOX, NWHPX, NWHQX, NWHTX, NWHUX cheaper | 33% | 0.68% | Nationwide Fund Advisors |
| 19 | Congress Large Cap Growth ETF · CAML cheaper | 33% | 0.65% | Congress Asset Management Company |
| 20 | Franklin Large Cap Growth VIP Fund cheaper | 32% | 0.82% | Franklin Advisers, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.