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 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 43% | 0.12% | Principal Global Investors, LLC |
| 2 | Motley Fool Capital Efficiency 100 Index ETF · TMFE cheaper diff. adviser | 43% | 0.50% | Motley Fool Asset Management |
| 3 | YieldMax Target 12 Big 50 Option Income ETF · BIGY cheaper | 42% | 1.09% | — |
| 4 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 41% | 1.28% | Sparrow Capital Management, Inc. |
| 5 | Vistashares Target 15 Usa Quality Income ETF · QUSA cheaper | 40% | 0.95% | — |
| 6 | Marsico Growth Fund · MGRIX, MIGWX cheaper diff. adviser | 39% | 1.02% | MARSICO CAPITAL MANAGEMENT, LLC |
| 7 | PSF PGIM Jennison Growth Portfolio cheaper diff. adviser | 37% | 0.60% | PGIM INVESTMENTS LLC |
| 8 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 37% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 9 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper diff. adviser | 37% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 10 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 37% | 0.64% | PGIM INVESTMENTS LLC |
| 11 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX cheaper | 37% | 0.57% | — |
| 12 | Jennison Growth Portfolio cheaper diff. adviser | 36% | 0.54% | Brighthouse Investment Advisers, LLC |
| 13 | Virtus Silvant Large-Cap Growth Stock Fund · STCIX, STCAX, STCZX cheaper diff. adviser | 36% | 0.62% | Virtus Investment Advisers, LLC |
| 14 | The Gabelli Growth Fund · GGCAX, GABGX, GGCCX, GGCIX cheaper diff. adviser | 36% | 1.10% | Gabelli Funds, LLC |
| 15 | U.S. Large Cap Growth Portfolio cheaper diff. adviser | 36% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 16 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 36% | 0.79% | Swan Capital Management, LLC |
| 17 | BNY Mellon Concentrated Growth ETF · BKCG cheaper diff. adviser | 36% | 0.50% | BNY Mellon ETF Investment Adviser, LLC |
| 18 | Marsico Focus Fund · MFOCX, MIFOX cheaper diff. adviser | 35% | 0.92% | MARSICO CAPITAL MANAGEMENT, LLC |
| 19 | PGIM Jennison Focused Growth ETF · PJFG cheaper diff. adviser | 35% | 0.75% | PGIM INVESTMENTS LLC |
| 20 | U.S. Global Leaders Growth Fund · USGLX, USLCX, USLIX, UGLSX, USLYX cheaper diff. adviser | 35% | 0.77% | John Hancock Investment Management LLC |
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