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 | iShares MSCI USA Momentum Factor ETF · MTUM diff. adviser | 57% | 0.15% | BlackRock Fund Advisors |
| 2 | Fidelity Momentum Factor ETF · FDMO | 50% | 0.15% | Fidelity Management & Research Company LLC |
| 3 | Large Cap Core Portfolio I diff. adviser | 50% | — | UBS Trust Company of Puerto Rico |
| 4 | State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF · MMTM diff. adviser | 49% | 0.12% | SSGA Funds Management, Inc. |
| 5 | SA Large Cap Growth Index Portfolio diff. adviser | 49% | 0.35% | SunAmerica Asset Management, LLC |
| 6 | LARGE-CAP GROWTH PROFUND · LGPIX, LGPSX diff. adviser | 48% | 1.70% | ProFund Advisors LLC |
| 7 | QRAFT AI-Enhanced U.S. Large Cap Momentum ETF · AMOM diff. adviser | 48% | 0.75% | Exchange Traded Concepts, LLC |
| 8 | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF · SPYG cheaper diff. adviser | 48% | 0.04% | SSGA Funds Management, Inc. |
| 9 | iShares S&P 500 Growth ETF · IVW diff. adviser | 48% | 0.18% | BlackRock Fund Advisors |
| 10 | AQR Large Cap Momentum Style Fund · AMOMX, AMONX, QMORX diff. adviser | 48% | 0.31% | AQR Capital Management, LLc |
| 11 | iShares Core S&P U.S. Growth ETF · IUSG cheaper diff. adviser | 48% | 0.04% | BlackRock Fund Advisors |
| 12 | VANGUARD S&P 500 GROWTH INDEX FUND · VOOG, VSPGX cheaper diff. adviser | 48% | 0.05% | The Vanguard Group, Inc. |
| 13 | PROFUND VP LARGE CAP GROWTH diff. adviser | 47% | 1.68% | ProFund Advisors LLC |
| 14 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL diff. adviser | 47% | 0.15% | Franklin Advisory Services, LLC |
| 15 | NAA LARGE GROWTH SERIES diff. adviser | 46% | 1.04% | New Age Alpha Advisors, LLC |
| 16 | Swan Enhanced Dividend Income ETF · SCLZ diff. adviser | 46% | 0.79% | Swan Capital Management, LLC |
| 17 | Invesco S&P 500 Momentum ETF · SPMO diff. adviser | 45% | 0.13% | Invesco Capital Management LLC |
| 18 | WisdomTree U.S. Quality Growth Fund · QGRW diff. adviser | 44% | 0.28% | WisdomTree Asset Management, Inc. |
| 19 | iShares U.S. Equity Factor Rotation Active ETF · DYNF diff. adviser | 44% | 0.26% | BlackRock Fund Advisors |
| 20 | NAA LARGE CORE SERIES diff. adviser | 44% | 0.94% | New Age Alpha Advisors, LLC |
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