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 | Sapient Quality Select ETF | 42% | 0.80% | — |
| 2 | Federated Hermes Kaufmann Large Cap Fund · KLCAX, KLCCX, KLCKX, KLCIX, KLCSX | 42% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 3 | Fidelity OTC K6 Portfolio · FOKFX cheaper | 42% | 0.50% | Fidelity Management & Research Company LLC |
| 4 | WisdomTree U.S. Quality Growth Fund · QGRW cheaper | 42% | 0.28% | WisdomTree Asset Management, Inc. |
| 5 | Fidelity OTC Portfolio · FOCPX, FOCKX, FOTJX, FOTGX, FOTDX, FOTEX, FOTHX cheaper | 41% | 0.65% | Fidelity Management & Research Company LLC |
| 6 | Nuveen Growth Opportunities ETF · NUGO cheaper | 41% | 0.56% | Nuveen Fund Advisors, LLC |
| 7 | Columbia Select Technology ETF · SEMI | 40% | 0.75% | Columbia Management Investment Advisers, LLC |
| 8 | Calamos Growth Fund · CVGRX, CVGCX, CGRIX | 40% | 1.03% | Calamos Advisors LLC |
| 9 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX cheaper | 40% | 0.61% | Invesco Advisers, Inc. |
| 10 | Franklin Focused Growth ETF cheaper | 40% | 0.55% | Franklin Advisers, Inc. |
| 11 | Invesco V.I. American Franchise Fund | 40% | 0.85% | Invesco Advisers, Inc. |
| 12 | Franklin DynaTech VIP Fund | 39% | 0.87% | Franklin Advisers, Inc. |
| 13 | Nationwide Bailard Technology & Science Fund · NWHOX, NWHPX, NWHQX, NWHTX, NWHUX cheaper | 39% | 0.68% | Nationwide Fund Advisors |
| 14 | NVIT J.P. Morgan Digital Evolution Strategy Fund cheaper | 39% | 0.56% | Nationwide Fund Advisors |
| 15 | Dan IVES Wedbush AI Revolution ETF · IVES | 39% | 0.75% | — |
| 16 | Franklin Dynatech Fund · FKDNX, FDYNX, FDYZX, FDNRX, FDTRX cheaper | 39% | 0.44% | Franklin Advisers, Inc. |
| 17 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX | 39% | 1.10% | Gabelli Funds, LLC |
| 18 | MFS Active Growth ETF · MFSG cheaper | 38% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | Virtus Silvant Growth Opportunities ETF · VGRO cheaper | 38% | 0.35% | — |
| 20 | PGIM Jennison Global Opportunities Fund · PRJAX, PRJCX, PRJZX, PRJQX, PRJDX, PRJBX | 38% | 0.82% | PGIM INVESTMENTS LLC |
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