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 | AMG Renaissance Large Cap Growth Fund · MRLIX, MRLSX, MRLTX diff. adviser | 37% | 0.66% | AMG Funds LLC |
| 2 | Catalyst/Lyons Tactical Allocation Fund · CLTAX, CLTCX, CLTIX | 35% | 1.28% | — |
| 3 | Fundstrat Granny Shots US Large Cap ETF · GRNY diff. adviser | 34% | 0.75% | Tidal Investments LLC |
| 4 | Fundstrat Granny Shots US Large Cap & Income ETF · GRNI | 33% | 0.99% | — |
| 5 | STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF cheaper | 33% | 0.65% | — |
| 6 | LVIP Nomura U.S. Growth Fund diff. adviser | 33% | 0.72% | Lincoln Financial Investments Corporation |
| 7 | Saratoga Large Capitalization Growth Portfolio · SLGYX, SLCGX, SLGCX diff. adviser | 33% | 1.83% | Saratoga Capital Management, LLC |
| 8 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 33% | — | Boston Management and Research |
| 9 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 32% | 1.28% | Sparrow Capital Management, Inc. |
| 10 | Crossmark Large Cap Growth ETF cheaper diff. adviser | 32% | 0.50% | Crossmark Global Investments, Inc. |
| 11 | Large Cap Core Portfolio I diff. adviser | 31% | — | UBS Trust Company of Puerto Rico |
| 12 | NAA LARGE GROWTH SERIES diff. adviser | 31% | 1.04% | New Age Alpha Advisors, LLC |
| 13 | First Trust Expanded Technology ETF · XPND cheaper diff. adviser | 31% | 0.65% | First Trust Advisors L.P. |
| 14 | Principal Capital Appreciation Select ETF · LCAP cheaper diff. adviser | 31% | 0.29% | Principal Global Investors, LLC |
| 15 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper diff. adviser | 31% | 0.45% | Principal Global Investors, LLC |
| 16 | AMF LARGE CAP EQUITY FUND · IICAX, IICHX diff. adviser | 31% | 1.65% | System 2 Advisors, L.P. |
| 17 | Principal Capital Appreciation Account cheaper diff. adviser | 30% | 0.63% | Principal Global Investors, LLC |
| 18 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX cheaper diff. adviser | 30% | 0.57% | BlackRock Advisors, LLC |
| 19 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 30% | 0.12% | Principal Global Investors, LLC |
| 20 | Logan Capital Broad Innovative Growth ETF · LCLG diff. adviser | 30% | 0.90% | Logan Capital Management Inc. |
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