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 | Motley Fool Capital Efficiency 100 Index ETF · TMFE | 50% | 0.50% | Motley Fool Asset Management |
| 2 | Motley Fool 100 Index ETF · TMFC | 39% | 0.50% | Motley Fool Asset Management |
| 3 | Motley Fool Momentum Factor ETF · MFMO | 38% | 0.50% | — |
| 4 | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · QARP cheaper | 34% | 0.19% | DBX Advisors LLC |
| 5 | Disciplined Growth Fund · ADSIX, ADCVX, ADCIX, ADRRX, ADCCX, ADCYX, ADGGX cheaper | 34% | 0.01% | American Century Investment Management, Inc. |
| 6 | Goldman Sachs Technology Opportunities Fund · GITIX, GITSX, GITAX, GITCX, GISTX, GTORX, GSJPX | 34% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 7 | Invesco NASDAQ Internet ETF · PNQI | 34% | 0.60% | Invesco Capital Management LLC |
| 8 | iShares MSCI USA Quality GARP ETF · GARP cheaper | 34% | 0.15% | BlackRock Fund Advisors |
| 9 | SA MFS Large Cap Growth Portfolio | 34% | 0.69% | SunAmerica Asset Management, LLC |
| 10 | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF · LCF | 33% | 0.56% | Touchstone Advisors, Inc. |
| 11 | Victory Aggressive Growth Fund · USAUX, UIAGX | 33% | 0.64% | Victory Capital Management Inc. |
| 12 | Capital Appreciation Fund · VAPPX | 33% | 0.73% | The Variable Annuity Life Insurance Company |
| 13 | MFS Blended Research Growth Equity Fund · BRWAX, BRWBX, BRWCX, BRWJX, BRWRX, BRWSX, BRWTX, BRWUX, BRWVX cheaper | 33% | 0.33% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 14 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX | 33% | 0.66% | Touchstone Advisors, Inc. |
| 15 | Touchstone Strategic Trust-Touchstone Focused Fund · TFOAX, TFFCX, TFFIX, TFFYX | 33% | 0.84% | Touchstone Advisors, Inc. |
| 16 | Columbia Integrated Large Cap Growth Fund · ILGGX, ILGCX, ILGJX cheaper | 33% | 0.43% | Columbia Management Investment Advisers, LLC |
| 17 | Touchstone Variable Series Trust-Touchstone Common Stock Fund | 33% | 0.73% | Touchstone Advisors, Inc. |
| 18 | Invesco Summit Fund · ASMMX, CSMMX, SMMIX, ASMYX, SMITX, SMMSX, SMMRX | 32% | 0.69% | Invesco Advisers, Inc. |
| 19 | LVIP Nomura U.S. Growth Fund | 32% | 0.72% | Lincoln Financial Investments Corporation |
| 20 | Pathfinder Disciplined US Equity ETF · PFDE | 32% | 0.59% | — |
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