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 | Calamos Growth Fund · CVGRX, CVGCX, CGRIX | 67% | 1.03% | Calamos Advisors LLC |
| 2 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 58% | 0.99% | Charles Schwab Investment Management, Inc. |
| 3 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 57% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 4 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 57% | 0.65% | UBS Asset Management (Americas) LLC |
| 5 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 57% | 0.74% | Thrivent Asset Management, LLC |
| 6 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 56% | 0.44% | PGIM INVESTMENTS LLC |
| 7 | Harbor Long-Term Growers ETF · WINN cheaper diff. adviser | 56% | 0.57% | Harbor Capital Advisors, Inc. |
| 8 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 56% | 0.13% | SSGA Funds Management, Inc. |
| 9 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 56% | 0.25% | SSGA Funds Management, Inc. |
| 10 | State Street U.S. Equity V.I.S. Fund · SSUSX cheaper diff. adviser | 56% | 0.85% | SSGA Funds Management, Inc. |
| 11 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper diff. adviser | 56% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 12 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 56% | 0.43% | Thrivent Financial for Lutherans |
| 13 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 55% | 0.38% | SSGA Funds Management, Inc. |
| 14 | First Trust Bloomberg R&D Leaders ETF · RND cheaper diff. adviser | 55% | 0.60% | First Trust Advisors L.P. |
| 15 | ClearBridge Appreciation Fund · SHAPX, SAPCX, SAPYX, LMPPX, LMPIX, LMESX cheaper diff. adviser | 55% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 55% | 0.59% | — |
| 17 | Invesco Charter Fund · CHTRX, CHTCX, CHRRX, CHTVX, CHTYX, CHRSX, CHFTX cheaper diff. adviser | 54% | 0.68% | Invesco Advisers, Inc. |
| 18 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 54% | 0.17% | SSGA Funds Management, Inc. |
| 19 | Transamerica US Growth · TADAX, TADCX, TDEIX, TWMTX, TAGHX cheaper diff. adviser | 54% | 0.67% | Transamerica Asset Management, Inc. |
| 20 | T. Rowe Price Growth ETF · TGRT cheaper diff. adviser | 54% | 0.38% | T. Rowe Price Associates, Inc. |
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