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 | REX FANG & Innovation Equity Premium Income ETF · FEPI cheaper diff. adviser | 33% | 0.65% | REX Advisers, LLC |
| 2 | PAYSON TOTAL RETURN FUND · PBFDX cheaper diff. adviser | 33% | 0.81% | H.M. Payson & Co. |
| 3 | GMO U.S. Quality ETF · QLTY cheaper diff. adviser | 33% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 4 | Columbia Select Technology ETF · SEMI cheaper diff. adviser | 32% | 0.75% | Columbia Management Investment Advisers, LLC |
| 5 | Pear tree quality fund · USBOX, QGIAX, QGIRX cheaper diff. adviser | 32% | 0.64% | Pear Tree Advisors Inc. |
| 6 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 32% | 0.56% | Macquarie Investment Management Business Trust |
| 7 | Harbor Transformative Technologies ETF · TEC cheaper diff. adviser | 32% | 0.69% | Harbor Capital Advisors, Inc. |
| 8 | SFT Macquarie Growth Fund cheaper diff. adviser | 32% | 0.95% | Securian Asset Management, Inc. |
| 9 | Nomura VIP Growth Series diff. adviser | 32% | 1.00% | Macquarie Investment Management Business Trust |
| 10 | FINQ DOLLAR NEUTRAL U.S. Large Cap AI-Managed Equity ETF · AINT | 31% | 1.25% | — |
| 11 | Penn Series Large Core Growth Fund cheaper diff. adviser | 31% | 0.85% | Penn Mutual Asset Management, LLC |
| 12 | Nomura VIP Growth Equity Series cheaper diff. adviser | 31% | 0.75% | Macquarie Investment Management Business Trust |
| 13 | Lazard US Equity Focus Portfolio · LZUOX, LZUSX, RLUSX cheaper diff. adviser | 30% | 0.70% | Lazard Asset Management LLC |
| 14 | Pacer US Export Leaders ETF · PEXL cheaper diff. adviser | 30% | 0.60% | Pacer Advisors, Inc. |
| 15 | Columbia Global Technology Growth Fund · CTCAX, CTHCX, CMTFX, CTHRX, CGTUX, CGTDX cheaper | 30% | 0.81% | — |
| 16 | WesMark Large Company Fund · WMKGX diff. adviser | 30% | 1.16% | WESBANCO INVESTMENT DEPARTMENT |
| 17 | MFS Active Growth ETF · MFSG cheaper diff. adviser | 30% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | Voya Large Cap Growth Portfolio · IEOPX, IEOHX, IEOSX, IEOTX, VRLCX cheaper diff. adviser | 30% | 0.67% | Voya Investments, LLC |
| 19 | Schwab Large-Cap Growth Fund · SWLSX cheaper diff. adviser | 30% | 0.99% | Charles Schwab Investment Management, Inc. |
| 20 | VOYA LARGE-CAP GROWTH FUND · NLCAX, NLCCX, PLCIX, IGOWX, VGORX, VGOSX cheaper diff. adviser | 30% | 0.56% | Voya Investments, LLC |
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