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 | Victory Pioneer Disciplined Growth Fund · INYDX, INDCX, PINDX, INKDX cheaper diff. adviser | 46% | 0.71% | Victory Capital Management Inc. |
| 2 | Dan IVES Wedbush AI Revolution ETF · IVES | 44% | 0.75% | — |
| 3 | First Trust Bloomberg Artificial Intelligence ETF · FAI cheaper | 44% | 0.65% | — |
| 4 | First Trust Bloomberg R&D Leaders ETF · RND cheaper | 43% | 0.60% | First Trust Advisors L.P. |
| 5 | WisdomTree U.S. Quality Growth Fund · QGRW cheaper diff. adviser | 43% | 0.28% | WisdomTree Asset Management, Inc. |
| 6 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 42% | 0.44% | PGIM INVESTMENTS LLC |
| 7 | Harbor Long-Term Growers ETF · WINN cheaper diff. adviser | 42% | 0.57% | Harbor Capital Advisors, Inc. |
| 8 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 42% | 0.99% | Charles Schwab Investment Management, Inc. |
| 9 | Transamerica US Growth · TADAX, TADCX, TDEIX, TWMTX, TAGHX cheaper diff. adviser | 41% | 0.67% | Transamerica Asset Management, Inc. |
| 10 | Columbia Cornerstone Growth Fund · LEGAX, LEGCX, GEGTX, CLGEX, CGFYX, CGWRX, CLWFX, GEGDX cheaper diff. adviser | 41% | 0.65% | Columbia Management Investment Advisers, LLC |
| 11 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX cheaper diff. adviser | 41% | 0.70% | Columbia Management Investment Advisers, LLC |
| 12 | Transamerica WMC US Growth VP cheaper diff. adviser | 41% | 0.64% | Transamerica Asset Management, Inc. |
| 13 | Multimanager Aggressive Equity Portfolio diff. adviser | 41% | 0.76% | Equitable Investment Management Group, LLC |
| 14 | Putnam Focused Large Cap Growth ETF cheaper diff. adviser | 41% | 0.49% | Putnam Investment Management, LLC |
| 15 | WisdomTree Technology and Innovation 100 Digital Fund · TECHX cheaper diff. adviser | 40% | 0.10% | WisdomTree Digital Management, Inc. |
| 16 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 40% | 0.59% | Harbor Capital Advisors, Inc. |
| 17 | AST Large-Cap Growth Portfolio diff. adviser | 40% | 0.86% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 18 | Federated Hermes Kaufmann Large Cap Fund · KLCAX, KLCCX, KLCKX, KLCIX, KLCSX diff. adviser | 40% | 0.78% | Federated Advisory Services Company, Federated Global Investment Management Corp. |
| 19 | iShares Morningstar Growth ETF · ILCG cheaper diff. adviser | 40% | 0.04% | BlackRock Fund Advisors |
| 20 | Nuveen Growth Opportunities ETF · NUGO cheaper diff. adviser | 40% | 0.56% | Nuveen Fund Advisors, LLC |
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