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 | Gabelli Growth Innovators ETF · GGRW cheaper diff. adviser | 47% | 0.00% | Gabelli Funds, LLC |
| 2 | SA AB Growth Portfolio cheaper diff. adviser | 46% | 0.63% | SunAmerica Asset Management, LLC |
| 3 | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF · LCF cheaper diff. adviser | 46% | 0.56% | Touchstone Advisors, Inc. |
| 4 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX cheaper diff. adviser | 46% | 0.66% | Touchstone Advisors, Inc. |
| 5 | LVIP AllianceBernstein Large Cap Growth Fund cheaper diff. adviser | 46% | 0.63% | Lincoln Financial Investments Corporation |
| 6 | Touchstone Variable Series Trust-Touchstone Common Stock Fund cheaper diff. adviser | 45% | 0.73% | Touchstone Advisors, Inc. |
| 7 | AB Large Cap Growth Portfolio cheaper diff. adviser | 45% | 0.65% | AllianceBernstein L.P. |
| 8 | Invesco QQQ Hedged Advantage ETF cheaper diff. adviser | 45% | 0.45% | Invesco Capital Management LLC |
| 9 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX cheaper diff. adviser | 45% | 1.07% | Lincoln Financial Investments Corporation |
| 10 | Monopoly ETF cheaper | 45% | 0.79% | — |
| 11 | NYLI Winslow Large Cap Growth ETF · IWLG cheaper diff. adviser | 44% | 0.50% | New York Life Investment Management LLC |
| 12 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 44% | 0.20% | Invesco Capital Management LLC |
| 13 | NYLI WMC Growth Fund · KLGAX, KLGCX, KLGIX, KLGNX, KLGDX cheaper diff. adviser | 44% | 0.72% | New York Life Investment Management LLC |
| 14 | Putnam Large Cap Growth Fund · POGAX, POGBX, POGCX, PGORX, PGOYX cheaper diff. adviser | 44% | 0.60% | Putnam Investment Management, LLC |
| 15 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX cheaper diff. adviser | 44% | 1.10% | Gabelli Funds, LLC |
| 16 | Growth Stock Portfolio cheaper diff. adviser | 44% | 0.42% | Mason Street Advisors, LLC |
| 17 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 44% | 0.12% | Principal Global Investors, LLC |
| 18 | YieldMax Target 12 Big 50 Option Income ETF · BIGY cheaper | 43% | 1.09% | — |
| 19 | Blue Chip Growth Fund · JHBCDX, JIBCX, JBGAX, JBGCX cheaper | 43% | 0.74% | — |
| 20 | AB LARGE CAP GROWTH FUND INC · APGAX, APGCX, APGYX, ABPRX, ALCKX, ALLIX, APGZX cheaper diff. adviser | 43% | 0.50% | AllianceBernstein L.P. |
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