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 | First Trust Bloomberg R&D Leaders ETF · RND diff. adviser | 48% | 0.60% | First Trust Advisors L.P. |
| 2 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 47% | 0.99% | Charles Schwab Investment Management, Inc. |
| 3 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 46% | 0.44% | PGIM INVESTMENTS LLC |
| 4 | Harbor Transformative Technologies ETF · TEC diff. adviser | 46% | 0.69% | Harbor Capital Advisors, Inc. |
| 5 | Zacks Focus Growth ETF · GROZ diff. adviser | 45% | 0.55% | Zacks Investment Management, Inc. |
| 6 | Harbor Long-Term Growers ETF · WINN diff. adviser | 44% | 0.57% | Harbor Capital Advisors, Inc. |
| 7 | WisdomTree Technology and Innovation 100 Digital Fund · TECHX cheaper diff. adviser | 44% | 0.10% | WisdomTree Digital Management, Inc. |
| 8 | WisdomTree U.S. Quality Growth Fund · QGRW cheaper diff. adviser | 44% | 0.28% | WisdomTree Asset Management, Inc. |
| 9 | WesMark Large Company Fund · WMKGX diff. adviser | 44% | 1.16% | WESBANCO INVESTMENT DEPARTMENT |
| 10 | Growth Fund · TWCGX, TCRAX, TWGIX, AGWRX, TWRCX, AGRDX, AGWUX, AGYWX, ACIHX cheaper diff. adviser | 44% | 0.00% | American Century Investment Management, Inc. |
| 11 | TAX MANAGED MULTI CAP GROWTH PORTFOLIO diff. adviser | 44% | — | Boston Management and Research |
| 12 | Nuveen Growth Opportunities ETF · NUGO diff. adviser | 44% | 0.56% | Nuveen Fund Advisors, LLC |
| 13 | JNL/T. Rowe Price Growth Stock Fund diff. adviser | 44% | 0.53% | Jackson National Asset Management, LLC |
| 14 | American Century Large Cap Growth ETF · ACGR cheaper | 44% | 0.39% | — |
| 15 | Optimized Equity Income ETF · OEI | 44% | 0.75% | — |
| 16 | American Beacon Man Large Cap Growth Fund · BLYAX, BLYCX, BRLGX, BLYPX, BLYYX, BLYRX diff. adviser | 43% | 0.77% | American Beacon Advisors, Inc. |
| 17 | T. Rowe Price Growth Stock ETF · TGRW diff. adviser | 43% | 0.52% | T. Rowe Price Associates, Inc. |
| 18 | Penn Series Large Growth Stock Fund diff. adviser | 43% | 0.93% | Penn Mutual Asset Management, LLC |
| 19 | T. Rowe Price Growth ETF · TGRT cheaper diff. adviser | 43% | 0.38% | T. Rowe Price Associates, Inc. |
| 20 | LargeCap Growth Fund I · PPUMX, PPUPX, PLGIX, PLGJX, PLGAX, PLCGX diff. adviser | 43% | 0.59% | Principal Global Investors, LLC |
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