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 100 Index ETF · TMFC | 43% | 0.50% | Motley Fool Asset Management |
| 2 | iShares MSCI USA Momentum Factor ETF · MTUM cheaper | 39% | 0.15% | BlackRock Fund Advisors |
| 3 | Motley Fool Innovative Growth Factor ETF · MFIG | 38% | 0.50% | — |
| 4 | Motley Fool Capital Efficiency 100 Index ETF · TMFE | 37% | 0.50% | Motley Fool Asset Management |
| 5 | Invesco V.I. Discovery Large Cap Fund | 35% | 0.80% | Invesco Advisers, Inc. |
| 6 | iShares Nasdaq Top 30 Stocks ETF · QTOP cheaper | 35% | 0.20% | BlackRock Fund Advisors |
| 7 | JPMorgan Active Growth ETF · JGRO cheaper | 35% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 8 | EQ/JPMorgan Growth Stock Portfolio | 35% | 0.71% | Equitable Investment Management Group, LLC |
| 9 | NVIT J.P. Morgan Large Cap Growth Fund cheaper | 35% | 0.44% | Nationwide Fund Advisors |
| 10 | MML Invesco Discovery Large Cap Fund | 35% | 0.74% | MML Investment Advisers, LLC |
| 11 | JPMorgan Growth Advantage Fund · VHIAX, JGASX, JGACX, JGVRX, JGVVX, JGTTX, JGTUX, JGRJX | 35% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 12 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX | 34% | 0.74% | Thrivent Asset Management, LLC |
| 13 | Invesco Discovery Large Cap Fund | 34% | 0.63% | Invesco Advisers, Inc. |
| 14 | Fidelity SAI U.S. Momentum Index Fund · FUMIX cheaper | 34% | 0.11% | Fidelity Management & Research Company LLC |
| 15 | JPMorgan Large Cap Growth Fund · SEEGX, OLGAX, OLGCX, JLGZX, JLGRX, JLGMX, JLGPX, JLGQX cheaper | 34% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 16 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper | 34% | 0.43% | Thrivent Financial for Lutherans |
| 17 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX | 33% | 0.61% | Invesco Advisers, Inc. |
| 18 | Prudentials Gibraltar Fund, Inc. | 33% | 0.64% | PGIM INVESTMENTS LLC |
| 19 | JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF · HEQQ | 33% | — | J.P. Morgan Investment Management, Inc. |
| 20 | Invesco Summit Fund · ASMMX, CSMMX, SMMIX, ASMYX, SMITX, SMMSX, SMMRX | 33% | 0.69% | Invesco Advisers, Inc. |
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