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 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 71% | 0.20% | Invesco Capital Management LLC |
| 2 | iShares S&P 100 ETF · OEF cheaper | 67% | 0.20% | BlackRock Fund Advisors |
| 3 | SGI Enhanced Market Leaders ETF · LDRX | 64% | 0.59% | — |
| 4 | VistaShares Target 15 S&P 100 Distribution ETF | 64% | — | — |
| 5 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 59% | 0.05% | The Vanguard Group, Inc. |
| 6 | Optimized Equity Income ETF · OEI | 58% | 0.75% | — |
| 7 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper | 57% | 0.20% | BlackRock Fund Advisors |
| 8 | iShares Russell Top 200 ETF · IWL cheaper | 56% | 0.15% | BlackRock Fund Advisors |
| 9 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 56% | 0.36% | Voya Investments, LLC |
| 10 | FT Vest Total Return Income Fund: Series A2 | 55% | — | — |
| 11 | Alpha Architect US Equity ETF · AAUS cheaper | 55% | 0.15% | — |
| 12 | PROFUND VP LARGE CAP GROWTH diff. adviser | 55% | 1.68% | ProFund Advisors LLC |
| 13 | JPMorgan U.S. GARP Equity Fund · JPGSX, JIGAX, JCICX, JGIRX, JIGZX, JGISX cheaper diff. adviser | 55% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 14 | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF · SPYG cheaper diff. adviser | 55% | 0.04% | SSGA Funds Management, Inc. |
| 15 | iShares S&P 500 Growth ETF · IVW cheaper | 55% | 0.18% | BlackRock Fund Advisors |
| 16 | VANGUARD S&P 500 GROWTH INDEX FUND · VOOG, VSPGX cheaper diff. adviser | 55% | 0.05% | The Vanguard Group, Inc. |
| 17 | LARGE-CAP GROWTH PROFUND · LGPIX, LGPSX diff. adviser | 54% | 1.70% | ProFund Advisors LLC |
| 18 | FT Vest Total Return Income Fund: Series A3 | 54% | — | — |
| 19 | SA Large Cap Growth Index Portfolio cheaper diff. adviser | 54% | 0.35% | SunAmerica Asset Management, LLC |
| 20 | NAA LARGE GROWTH SERIES diff. adviser | 54% | 1.04% | New Age Alpha Advisors, LLC |
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