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 | Schwab U.S. Large-Cap Growth ETF · SCHG cheaper diff. adviser | 58% | 0.04% | Charles Schwab Investment Management, Inc. |
| 2 | AST Large-Cap Growth Portfolio diff. adviser | 57% | 0.86% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 3 | iShares Morningstar Growth ETF · ILCG cheaper diff. adviser | 56% | 0.04% | BlackRock Fund Advisors |
| 4 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX cheaper diff. adviser | 56% | 0.57% | BlackRock Advisors, LLC |
| 5 | VANGUARD GROWTH INDEX FUND · VIGAX, VIGRX, VIGIX, VUG cheaper diff. adviser | 56% | 0.03% | The Vanguard Group, Inc. |
| 6 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX diff. adviser | 56% | 1.10% | Gabelli Funds, LLC |
| 7 | Global Atlantic BlackRock Disciplined Growth Portfolio cheaper diff. adviser | 56% | 0.49% | Global Atlantic Investment Advisors, LLC |
| 8 | AVIP BlackRock Advantage Large Cap Growth Portfolio diff. adviser | 55% | 0.71% | CONSTELLATION INVESTMENTS INC |
| 9 | JPMorgan U.S. GARP Equity Fund · JPGSX, JIGAX, JCICX, JGIRX, JIGZX, JGISX cheaper diff. adviser | 55% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 10 | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF · SPYG cheaper diff. adviser | 55% | 0.04% | SSGA Funds Management, Inc. |
| 11 | iShares S&P 500 Growth ETF · IVW cheaper diff. adviser | 55% | 0.18% | BlackRock Fund Advisors |
| 12 | Fidelity Sustainable U.S. Equity ETF · FSST | 55% | 0.59% | Fidelity Management & Research Company LLC |
| 13 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 55% | 0.99% | Charles Schwab Investment Management, Inc. |
| 14 | Fidelity Large Cap Growth Index Fund · FSPGX cheaper | 55% | 0.03% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Series Large Cap Growth Index Fund · FHOFX cheaper | 55% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | SA Large Cap Growth Index Portfolio cheaper diff. adviser | 55% | 0.35% | SunAmerica Asset Management, LLC |
| 17 | PROFUND VP LARGE CAP GROWTH diff. adviser | 55% | 1.68% | ProFund Advisors LLC |
| 18 | Praxis Impact Large Cap Growth ETF · PRXG cheaper diff. adviser | 55% | 0.36% | Everence Capital Management, Inc. |
| 19 | Jennison Growth Portfolio cheaper diff. adviser | 55% | 0.54% | Brighthouse Investment Advisers, LLC |
| 20 | College Retirement Equities Fund - Growth Account · QCGRRX, QCGRPX, QCGRIX, QCGRFX diff. adviser | 55% | — | TIAA-CREF Investment Management, LLC |
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