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 | Dunham Focused Large Cap Growth Fund · DAFGX, DCFGX, DNFGX cheaper | 17% | 1.03% | Dunham & Associates Investment Counsel, Inc. |
| 2 | ERSHARES GLOBAL ENTREPRENEURS · ENTRX, ENTIX, ENTAX cheaper | 16% | 0.98% | Seaport Global Advisors, LLC |
| 3 | AXS FTSE Venture Capital Return Tracker Fund · LDVCX, LDVIX, LDVAX | 15% | 1.51% | — |
| 4 | Nuveen ESG Large-Cap Growth ETF · NULG cheaper | 14% | 0.26% | Nuveen Fund Advisors, LLC |
| 5 | Empiric Fund · EMCAX, EMCCX | 14% | 2.24% | Empiric Advisors, Inc. |
| 6 | FT Vest Growth Strength & Target Income ETF · FGSI cheaper | 14% | 0.85% | First Trust Advisors L.P. |
| 7 | DAVENPORT CORE LEADERS FUND · DAVPX cheaper | 14% | 0.85% | Davenport & Company LLC |
| 8 | American Century U.S. Quality Growth ETF · QGRO cheaper | 14% | 0.29% | — |
| 9 | Zevenbergen Growth Fund · ZVNIX, ZVNBX cheaper | 14% | 1.00% | Zevenbergen Capital Investments LLC |
| 10 | Congress SMid Growth ETF · CSMD cheaper | 13% | 0.68% | Congress Asset Management Company |
| 11 | CANTOR FITZGERALD LARGE CAP FOCUSED FUND · FICHX, FICGX, FICIX cheaper | 13% | 0.66% | Cantor Fitzgerald Investment Advisors, LP |
| 12 | Indexperts Gorilla Aggressive Growth ETF · RILA cheaper | 13% | 0.50% | Indexperts, LLC |
| 13 | Virtus Zevenbergen Innovative Growth Stock Fund · SAGAX, SCATX, VZGRX cheaper | 13% | 0.90% | Virtus Investment Advisers, LLC |
| 14 | iShares MSCI USA Quality GARP ETF · GARP cheaper | 13% | 0.15% | BlackRock Fund Advisors |
| 15 | Themes US R&D Champions ETF · USRD cheaper | 13% | 0.29% | — |
| 16 | Unusual Whales Subversive Republican Trading ETF · GOP cheaper | 13% | 0.73% | Tidal Investments LLC |
| 17 | Rational Dynamic Brands Fund · HSUAX, HSUTX, HSUCX cheaper | 13% | 1.19% | Rational Advisors, Inc. |
| 18 | Touchstone ETF Trust-Touchstone Large Company Growth ETF · TLG cheaper | 13% | 0.67% | — |
| 19 | Invesco S&P 500 Pure Growth ETF · RPG cheaper | 12% | 0.35% | Invesco Capital Management LLC |
| 20 | First Trust Growth Strength ETF · FTGS cheaper | 12% | 0.60% | First Trust Advisors L.P. |
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