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 | REX AI Equity Premium Income ETF · AIPI cheaper diff. adviser | 35% | 0.65% | REX Advisers, LLC |
| 2 | BARON FIFTH AVENUE GROWTH FUND · BFTHX, BFTIX, BFTUX diff. adviser | 33% | 0.75% | BAMCO, Inc. |
| 3 | Virtus Zevenbergen Technology Fund · RAGTX, RCGTX, DRGTX, DRRJX diff. adviser | 30% | 1.16% | Virtus Investment Advisers, LLC |
| 4 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 27% | 0.59% | Harbor Capital Advisors, Inc. |
| 5 | Neuberger Berman Disrupters ETF · NBDS cheaper diff. adviser | 27% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 6 | Pacer Data and Digital Revolution ETF · TRFK cheaper diff. adviser | 27% | 0.49% | Pacer Advisors, Inc. |
| 7 | SA Multi-Managed Large Cap Growth Portfolio diff. adviser | 27% | 0.79% | SunAmerica Asset Management, LLC |
| 8 | Baron Technology ETF · BCTK diff. adviser | 27% | 0.75% | BAMCO, Inc. |
| 9 | Victory RS Growth Fund · RGRYX, RSGRX, RGWCX diff. adviser | 27% | 0.83% | Victory Capital Management Inc. |
| 10 | VANGUARD U.S. GROWTH FUND · VWUSX, VWUAX cheaper diff. adviser | 26% | 0.25% | Jennison Associates LLC, Wellington Management Company LLP, Baillie Gifford Overseas Ltd |
| 11 | PGIM Jennison Focused Growth Fund · SPFAX, SPFCX, SPFZX, PSGQX cheaper diff. adviser | 26% | 0.67% | PGIM INVESTMENTS LLC |
| 12 | NYLI VP Wellington Growth Portfolio diff. adviser | 26% | 0.72% | New York Life Investment Management LLC |
| 13 | Science & Technology Fund · VCSTX diff. adviser | 26% | 0.91% | The Variable Annuity Life Insurance Company |
| 14 | Jennison Growth Portfolio cheaper diff. adviser | 26% | 0.54% | Brighthouse Investment Advisers, LLC |
| 15 | Dunham Focused Large Cap Growth Fund · DAFGX, DCFGX, DNFGX diff. adviser | 26% | 1.03% | Dunham & Associates Investment Counsel, Inc. |
| 16 | Goldman Sachs Technology Opportunities Fund · GITIX, GITSX, GITAX, GITCX, GISTX, GTORX, GSJPX diff. adviser | 26% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 17 | Multimanager Aggressive Equity Portfolio diff. adviser | 26% | 0.76% | Equitable Investment Management Group, LLC |
| 18 | Goldman Sachs Technology Opportunities ETF · GTOP cheaper | 26% | 0.65% | — |
| 19 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX cheaper | 26% | 0.57% | — |
| 20 | PSF PGIM Jennison Growth Portfolio cheaper diff. adviser | 26% | 0.60% | PGIM INVESTMENTS LLC |
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