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 | Janus Henderson Transformational Growth ETF · JXX | 33% | 0.57% | Janus Henderson Investors US LLC |
| 2 | Focused Growth Portfolio | 32% | 0.75% | Pacific Life Fund Advisors LLC |
| 3 | Janus Henderson Forty Fund · JDCAX, JACCX, JCAPX, JDCRX, JARTX, JACTX, JFRNX, JFRDX | 27% | 0.56% | — |
| 4 | Janus Henderson Forty Portfolio · JACAX | 27% | 0.58% | Janus Henderson Investors US LLC |
| 5 | SA Janus Focused Growth Portfolio | 26% | 0.79% | SunAmerica Asset Management, LLC |
| 6 | TCW Artificial Intelligence ETF · AIFD | 22% | 0.75% | TCW Investment Management Company LLC |
| 7 | Berkshire Focus Fund · BFOCX | 20% | 1.96% | BERKSHIRE CAPITAL HOLDINGS, INC. |
| 8 | WisdomTree Artificial Intelligence and Innovation Fund · WTAI cheaper | 17% | 0.45% | WisdomTree Asset Management, Inc. |
| 9 | YieldMax AI and Tech Portfolio Option Income ETF · GPTY | 17% | 1.06% | — |
| 10 | Eagle Capital Select Equity ETF · EAGL | 16% | 0.80% | Eagle Capital Management LLC |
| 11 | MFG Global Sustainable Fund · FMSGX, FMSRX | 16% | 0.80% | Frontegra Asset Management, Inc. |
| 12 | Bain Capital Equity Opportunities Fund | 15% | 1.38% | Bain Capital Public Equity, LP. |
| 13 | Baron Technology ETF · BCTK | 15% | 0.75% | BAMCO, Inc. |
| 14 | BlackRock Mid-Cap Growth Equity Portfolio · CMGIX, CMGSX, BMGAX, BMGCX, BMRRX | 15% | 0.71% | BlackRock Advisors, LLC |
| 15 | Vaughan Nelson Select Fund · VNSAX, VNSCX, VNSYX, VNSNX, VNSTX | 15% | 0.72% | Natixis Advisors, LLC |
| 16 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX | 15% | 0.61% | Invesco Advisers, Inc. |
| 17 | Janus Henderson Global Artificial Intelligence ETF · JHAI | 15% | 0.59% | Janus Henderson Investors US LLC |
| 18 | Baron Global Opportunity Fund · BGAFX, BGAIX, BGLUX | 15% | 0.91% | BAMCO, Inc. |
| 19 | Invesco V.I. American Franchise Fund | 15% | 0.85% | Invesco Advisers, Inc. |
| 20 | Fidelity Disruptive Technology ETF · FDTX cheaper | 15% | 0.50% | Fidelity Management & Research Company LLC |
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