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 | Fidelity SAI U.S. Quality Index Fund · FUQIX cheaper diff. adviser | 51% | 0.10% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Quality Factor ETF · FQAL cheaper diff. adviser | 48% | 0.15% | Fidelity Management & Research Company LLC |
| 3 | iShares MSCI USA Quality Factor ETF · QUAL cheaper diff. adviser | 48% | 0.15% | BlackRock Fund Advisors |
| 4 | Applied Finance Valuation Large Cap ETF · VSLU diff. adviser | 47% | 0.49% | Applied Finance Advisors, LLC |
| 5 | Saratoga Technology & Communication Portfolio · STPIX, STPCX, STPAX diff. adviser | 47% | 2.42% | Saratoga Capital Management, LLC |
| 6 | Xtrackers S&P 500 Growth Scored & Screened ETF · SNPG cheaper diff. adviser | 47% | 0.15% | DBX Advisors LLC |
| 7 | Victory Aggressive Growth Fund · USAUX, UIAGX diff. adviser | 47% | 0.64% | Victory Capital Management Inc. |
| 8 | Disciplined Growth Fund · ADSIX, ADCVX, ADCIX, ADRRX, ADCCX, ADCYX, ADGGX cheaper diff. adviser | 47% | 0.01% | American Century Investment Management, Inc. |
| 9 | Motley Fool 100 Index ETF · TMFC diff. adviser | 47% | 0.50% | Motley Fool Asset Management |
| 10 | iShares Expanded Tech Sector ETF · IGM cheaper diff. adviser | 46% | 0.39% | BlackRock Fund Advisors |
| 11 | Guardian Strategic Large Cap Core VIP Fund diff. adviser | 46% | 0.92% | Park Avenue Institutional Advisers LLC |
| 12 | Janus Henderson Research Fund · JAMRX, JRAAX, JRACX, JRAIX, JRASX, JNRFX, JRANX, JRARX | 46% | 0.72% | — |
| 13 | Janus Henderson Research Portfolio · JAGRX diff. adviser | 46% | 0.67% | Janus Henderson Investors US LLC |
| 14 | Franklin U.S. Large Cap Multifactor Index ETF · FLQL cheaper diff. adviser | 45% | 0.15% | Franklin Advisory Services, LLC |
| 15 | Janus Henderson Growth and Income Fund · JAGIX, JDNAX, JGICX, JGINX, JDNRX, JADGX, JNGIX, JDNNX | 45% | 0.62% | — |
| 16 | First Trust Expanded Technology ETF · XPND diff. adviser | 45% | 0.65% | First Trust Advisors L.P. |
| 17 | Putnam Large Cap Growth Fund · POGAX, POGBX, POGCX, PGORX, PGOYX diff. adviser | 45% | 0.60% | Putnam Investment Management, LLC |
| 18 | AB US Low Volatility Equity ETF · LOWV cheaper diff. adviser | 45% | 0.39% | AllianceBernstein L.P. |
| 19 | 1290 Avantis U.S. Large Cap Growth Fund · TNRAX, TNXIX, TNXRX diff. adviser | 45% | 0.65% | Equitable Investment Management, LLC |
| 20 | Eaton Vance Enhanced Equity Income Fund II | 45% | — | — |
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