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 | State Street(R) US Equity Premium Income ETF · SPIN | 71% | 0.25% | SSGA Funds Management, Inc. |
| 2 | State Street U.S. Core Equity Fund · SSAQX cheaper | 70% | 0.13% | SSGA Funds Management, Inc. |
| 3 | State Street U.S. Equity V.I.S. Fund · SSUSX | 70% | 0.85% | SSGA Funds Management, Inc. |
| 4 | State Street Premier Growth Equity V.I.S. Fund · SPGSX | 70% | 0.86% | SSGA Funds Management, Inc. |
| 5 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX | 68% | 0.38% | SSGA Funds Management, Inc. |
| 6 | Invesco S&P 500 Top 50 ETF · XLG diff. adviser | 58% | 0.20% | Invesco Capital Management LLC |
| 7 | Nationwide Fund · NWFAX, GTRCX, MUIFX, GNWRX, NWABX diff. adviser | 57% | 0.55% | Nationwide Fund Advisors |
| 8 | Sit Large Cap Growth Fund · SNIGX diff. adviser | 57% | 1.00% | Sit Investment Associates, Inc. |
| 9 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX diff. adviser | 56% | 0.74% | Thrivent Asset Management, LLC |
| 10 | iShares S&P 100 ETF · OEF diff. adviser | 56% | 0.20% | BlackRock Fund Advisors |
| 11 | Goldman Sachs Variable Insurance Trust Strategic Growth Fund diff. adviser | 56% | 0.71% | Goldman Sachs Asset Management, L.P. |
| 12 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX diff. adviser | 56% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 13 | THRIVENT LARGE CAP GROWTH PORTFOLIO diff. adviser | 56% | 0.43% | Thrivent Financial for Lutherans |
| 14 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 56% | 0.65% | UBS Asset Management (Americas) LLC |
| 15 | Goldman Sachs Growth Opportunities ETF · GSGO | 56% | 0.45% | — |
| 16 | iShares Top 20 U.S. Stocks ETF · TOPT diff. adviser | 55% | 0.20% | BlackRock Fund Advisors |
| 17 | NAA LARGE GROWTH SERIES diff. adviser | 55% | 1.04% | New Age Alpha Advisors, LLC |
| 18 | Schwab U.S. Large-Cap Growth ETF · SCHG cheaper diff. adviser | 55% | 0.04% | Charles Schwab Investment Management, Inc. |
| 19 | DWS Capital Growth Fund · SDGAX, SDGCX, SCGSX, SDGTX, SDGZX diff. adviser | 55% | 0.59% | DWS Investment Management Americas, Inc. |
| 20 | DWS Capital Growth VIP diff. adviser | 55% | 0.49% | DWS Investment Management Americas, Inc. |
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