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 | Fidelity Disciplined Equity Fund · FDEQX, FDEKX cheaper | 35% | 0.59% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Sustainable U.S. Equity ETF · FSST cheaper | 35% | 0.59% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Magellan ETF · FMAG cheaper | 34% | 0.57% | Fidelity Management & Research Company LLC |
| 4 | Nationwide Bailard Technology & Science Fund · NWHOX, NWHPX, NWHQX, NWHTX, NWHUX diff. adviser | 33% | 0.68% | Nationwide Fund Advisors |
| 5 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 33% | 0.65% | UBS Asset Management (Americas) LLC |
| 6 | Columbia Select Technology ETF · SEMI diff. adviser | 32% | 0.75% | Columbia Management Investment Advisers, LLC |
| 7 | Fidelity Fundamental Large Cap Growth ETF · FFLG cheaper | 32% | 0.38% | Fidelity Management & Research Company LLC |
| 8 | Columbia Global Technology Growth Fund · CTCAX, CTHCX, CMTFX, CTHRX, CGTUX, CGTDX | 32% | 0.81% | — |
| 9 | Invesco V.I. American Franchise Fund diff. adviser | 32% | 0.85% | Invesco Advisers, Inc. |
| 10 | WisdomTree U.S. Quality Growth Fund · QGRW cheaper diff. adviser | 32% | 0.28% | WisdomTree Asset Management, Inc. |
| 11 | Grizzle Growth ETF · DARP | 32% | 0.75% | — |
| 12 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX diff. adviser | 32% | 0.61% | Invesco Advisers, Inc. |
| 13 | Federated Hermes Kaufmann Large Cap Fund · KLCAX, KLCCX, KLCKX, KLCIX, KLCSX diff. adviser | 32% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 14 | iShares MSCI USA Quality GARP ETF · GARP cheaper diff. adviser | 31% | 0.15% | BlackRock Fund Advisors |
| 15 | Fidelity SAI Sustainable U.S. Equity Fund · FIDEX cheaper | 31% | 0.56% | Fidelity Management & Research Company LLC |
| 16 | Sapient Quality Select ETF | 31% | 0.80% | — |
| 17 | Fidelity Sustainable U.S. Equity Fund · FSEKX, FSEPX, FSEOX, FSEQX, FSEWX, FSEBX | 31% | 0.75% | Fidelity Management & Research Company LLC |
| 18 | Global X NYSE 100 ETF cheaper | 31% | 0.09% | — |
| 19 | VIP Growth Opportunities Portfolio cheaper | 31% | 0.57% | Fidelity Management & Research Company LLC |
| 20 | Fidelity Advisor Growth Opportunities Fund · FAGAX, FACGX, FAGOX, FAGCX, FZAHX cheaper | 31% | 0.60% | Fidelity Management & Research Company LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.