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 | Xtrackers S&P 500 Growth Scored & Screened ETF · SNPG diff. adviser | 57% | 0.15% | DBX Advisors LLC |
| 2 | Fidelity Quality Factor ETF · FQAL | 55% | 0.15% | Fidelity Management & Research Company LLC |
| 3 | Columbia Disciplined Growth Fund · RDLAX, RDLCX, CLQZX, CGQYX diff. adviser | 53% | 0.74% | Columbia Management Investment Advisers, LLC |
| 4 | NYLI VP Dimensional U.S. Equity Portfolio diff. adviser | 52% | 0.54% | New York Life Investment Management LLC |
| 5 | iShares MSCI USA Quality Factor ETF · QUAL diff. adviser | 52% | 0.15% | BlackRock Fund Advisors |
| 6 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 51% | 0.99% | Charles Schwab Investment Management, Inc. |
| 7 | Pacer S&P 500 Quality FCF Aristocrats ETF · LCOW diff. adviser | 51% | 0.49% | Pacer Advisors, Inc. |
| 8 | Disciplined Growth Fund · ADSIX, ADCVX, ADCIX, ADRRX, ADCCX, ADCYX, ADGGX cheaper diff. adviser | 51% | 0.01% | American Century Investment Management, Inc. |
| 9 | Crossmark Large Cap Growth ETF diff. adviser | 51% | 0.50% | Crossmark Global Investments, Inc. |
| 10 | The Jensen Quality Growth Fund Inc · JENSX, JENIX, JENRX, JENYX diff. adviser | 51% | 0.53% | JENSEN INVESTMENT MANAGEMENT, INC. |
| 11 | Applied Finance Valuation Large Cap ETF · VSLU diff. adviser | 51% | 0.49% | Applied Finance Advisors, LLC |
| 12 | 1290 Avantis U.S. Large Cap Growth Fund · TNRAX, TNXIX, TNXRX diff. adviser | 51% | 0.65% | Equitable Investment Management, LLC |
| 13 | Jensen Quality Growth ETF · JGRW | 51% | 0.57% | — |
| 14 | U.S. Large Cap Growth Portfolio diff. adviser | 50% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 15 | Putnam Focused Large Cap Growth ETF diff. adviser | 50% | 0.49% | Putnam Investment Management, LLC |
| 16 | Dimensional US High Profitability ETF · DUHP diff. adviser | 50% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 17 | WisdomTree U.S. Quality Growth Fund · QGRW diff. adviser | 50% | 0.28% | WisdomTree Asset Management, Inc. |
| 18 | American Century Large Cap Growth ETF · ACGR | 49% | 0.39% | — |
| 19 | U.S. High Relative Profitability Portfolio · DURPX diff. adviser | 49% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 20 | Growth Fund · TWCGX, TCRAX, TWGIX, AGWRX, TWRCX, AGRDX, AGWUX, AGYWX, ACIHX cheaper diff. adviser | 49% | 0.00% | American Century Investment Management, Inc. |
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