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 | Alpha Brands Consumption Leaders ETF · LOGO cheaper diff. adviser | 68% | 0.69% | Tidal Investments LLC |
| 2 | Marsico Growth Fund · MGRIX, MIGWX cheaper diff. adviser | 44% | 1.02% | MARSICO CAPITAL MANAGEMENT, LLC |
| 3 | PGIM Jennison Focused Growth ETF · PJFG cheaper diff. adviser | 41% | 0.75% | PGIM INVESTMENTS LLC |
| 4 | Marsico Focus Fund · MFOCX, MIFOX cheaper diff. adviser | 41% | 0.92% | MARSICO CAPITAL MANAGEMENT, LLC |
| 5 | PGIM Jennison Focused Growth Fund · SPFAX, SPFCX, SPFZX, PSGQX cheaper diff. adviser | 40% | 0.67% | PGIM INVESTMENTS LLC |
| 6 | iShares Nasdaq Top 30 Stocks ETF · QTOP cheaper diff. adviser | 40% | 0.20% | BlackRock Fund Advisors |
| 7 | Jennison Growth Portfolio cheaper diff. adviser | 39% | 0.54% | Brighthouse Investment Advisers, LLC |
| 8 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX cheaper | 39% | 0.57% | — |
| 9 | PSF PGIM Jennison Growth Portfolio cheaper diff. adviser | 39% | 0.60% | PGIM INVESTMENTS LLC |
| 10 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 39% | 0.12% | Principal Global Investors, LLC |
| 11 | Federated Hermes Kaufmann Large Cap Fund · KLCAX, KLCCX, KLCKX, KLCIX, KLCSX cheaper diff. adviser | 39% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 12 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 39% | 0.43% | Thrivent Financial for Lutherans |
| 13 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 38% | 0.59% | Harbor Capital Advisors, Inc. |
| 14 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 38% | 0.44% | PGIM INVESTMENTS LLC |
| 15 | SLOW CAPITAL GROWTH FUND · SLWGX cheaper diff. adviser | 38% | 0.85% | Slow Capital, Inc. |
| 16 | Dan IVES Wedbush AI Revolution ETF · IVES cheaper | 38% | 0.75% | — |
| 17 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 37% | 1.28% | Sparrow Capital Management, Inc. |
| 18 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 37% | 0.74% | Thrivent Asset Management, LLC |
| 19 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 37% | 0.64% | PGIM INVESTMENTS LLC |
| 20 | Sapient Quality Select ETF cheaper | 37% | 0.80% | — |
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