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 | Sit Global Dividend Growth Fund · GDGIX, GDGSX cheaper | 60% | 1.00% | Sit Investment Associates, Inc. |
| 2 | Sit Large Cap Growth Fund · SNIGX cheaper | 49% | 1.00% | Sit Investment Associates, Inc. |
| 3 | Buffalo Blue Chip Growth Fund · BUFEX, BUIEX cheaper diff. adviser | 46% | 0.78% | Kornitzer Capital Management, Inc. |
| 4 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 43% | 0.20% | Invesco Capital Management LLC |
| 5 | Sit Balanced Fund · SIBAX cheaper | 42% | 0.89% | Sit Investment Associates, Inc. |
| 6 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 42% | 0.59% | — |
| 7 | Sp Funds S&p 500 Sharia Industry Exclusions ETF · SPUS cheaper diff. adviser | 41% | 0.45% | Tidal Investments LLC |
| 8 | Eaton Vance Growth Fund · EALCX, ECLCX, ELCIX, ELCRX cheaper diff. adviser | 40% | 0.79% | Boston Management and Research |
| 9 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 40% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 10 | North Country Large Cap Equity Fund · NCEGX cheaper diff. adviser | 40% | 0.99% | Advisors Preferred, LLC |
| 11 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX cheaper diff. adviser | 40% | 0.70% | Columbia Management Investment Advisers, LLC |
| 12 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 40% | 0.20% | BlackRock Fund Advisors |
| 13 | iShares Global 100 ETF · IOO cheaper diff. adviser | 40% | 0.40% | BlackRock Fund Advisors |
| 14 | Putnam Focused Large Cap Growth ETF cheaper diff. adviser | 40% | 0.49% | Putnam Investment Management, LLC |
| 15 | Schwab Core Equity Fund · SWANX cheaper diff. adviser | 40% | 0.73% | Charles Schwab Investment Management, Inc. |
| 16 | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF · SPYG cheaper diff. adviser | 40% | 0.04% | SSGA Funds Management, Inc. |
| 17 | iShares S&P 500 Growth ETF · IVW cheaper diff. adviser | 40% | 0.18% | BlackRock Fund Advisors |
| 18 | Carillon ClariVest Capital Appreciation Fund · HRCPX, HRCCX, HRCIX, HRCUX cheaper diff. adviser | 40% | 0.65% | Carillon Tower Advisers, Inc. |
| 19 | MML Sustainable Equity Fund cheaper diff. adviser | 40% | 0.57% | MML Investment Advisers, LLC |
| 20 | Columbia Cornerstone Growth Fund · LEGAX, LEGCX, GEGTX, CLGEX, CGFYX, CGWRX, CLWFX, GEGDX cheaper diff. adviser | 40% | 0.65% | Columbia Management Investment Advisers, LLC |
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