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 | American Beacon Man Large Cap Growth Fund · BLYAX, BLYCX, BRLGX, BLYPX, BLYYX, BLYRX diff. adviser | 43% | 0.77% | American Beacon Advisors, Inc. |
| 2 | iShares MSCI USA Quality GARP ETF · GARP cheaper diff. adviser | 39% | 0.15% | BlackRock Fund Advisors |
| 3 | First Trust Expanded Technology ETF · XPND diff. adviser | 38% | 0.65% | First Trust Advisors L.P. |
| 4 | AMG Renaissance Large Cap Growth Fund · MRLIX, MRLSX, MRLTX diff. adviser | 37% | 0.66% | AMG Funds LLC |
| 5 | American Century U.S. Quality Growth ETF · QGRO cheaper | 36% | 0.29% | — |
| 6 | iShares MSCI USA Quality Factor ETF · QUAL cheaper diff. adviser | 35% | 0.15% | BlackRock Fund Advisors |
| 7 | State Street(R) SPDR(R) NYSE Technology ETF · XNTK cheaper diff. adviser | 35% | 0.35% | SSGA Funds Management, Inc. |
| 8 | Guinness Atkinson Global Innovators Fund · IWIRX, GINNX diff. adviser | 33% | 0.99% | Guinness Atkinson Asset Management, Inc. |
| 9 | FT Vest Rising Dividend Achievers Target Income ETF · RDVI diff. adviser | 33% | 0.75% | First Trust Advisors L.P. |
| 10 | Federated Hermes MDT Large Cap Growth Fund · QALGX, QCLGX, QILGX, QRLGX | 33% | 0.72% | — |
| 11 | First Trust Rising Dividend Achievers ETF · RDVY cheaper | 33% | 0.47% | — |
| 12 | Archer Focus Fund · AFOCX diff. adviser | 32% | 0.98% | Archer Investment Corp. |
| 13 | Fidelity SAI U.S. Quality Index Fund · FUQIX cheaper diff. adviser | 32% | 0.10% | Fidelity Management & Research Company LLC |
| 14 | MFS Blended Research Growth Equity Fund · BRWAX, BRWBX, BRWCX, BRWJX, BRWRX, BRWSX, BRWTX, BRWUX, BRWVX cheaper diff. adviser | 32% | 0.33% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | Columbia Variable Portfolio - Seligman Global Technology Fund diff. adviser | 31% | 0.93% | Columbia Management Investment Advisers, LLC |
| 16 | FT Vest Rising Dividend Achievers Total Return Fund | 31% | — | — |
| 17 | Motley Fool Capital Efficiency 100 Index ETF · TMFE cheaper diff. adviser | 31% | 0.50% | Motley Fool Asset Management |
| 18 | SA MFS Large Cap Growth Portfolio diff. adviser | 31% | 0.69% | SunAmerica Asset Management, LLC |
| 19 | Nationwide Bailard Technology & Science Fund · NWHOX, NWHPX, NWHQX, NWHTX, NWHUX diff. adviser | 31% | 0.68% | Nationwide Fund Advisors |
| 20 | Columbia Seligman Premium Technology Growth Fund, Inc. | 31% | — | — |
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