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 | Monetta Young Investor Growth Fund · MYIFX | 46% | 1.48% | Monetta Financial Services Inc |
| 2 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 43% | 0.74% | Thrivent Asset Management, LLC |
| 3 | Invesco V.I. Discovery Large Cap Fund cheaper diff. adviser | 42% | 0.80% | Invesco Advisers, Inc. |
| 4 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 42% | 0.43% | Thrivent Financial for Lutherans |
| 5 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX cheaper diff. adviser | 42% | 1.07% | Lincoln Financial Investments Corporation |
| 6 | Destinations Shelter Fund · DSHFX, DSHZX cheaper diff. adviser | 42% | 1.00% | Brinker Capital Investments, LLC |
| 7 | DWS Core Equity VIP cheaper diff. adviser | 42% | 0.58% | DWS Investment Management Americas, Inc. |
| 8 | DWS Core Equity Fund · SUWAX, SUWCX, SCDGX, SUWIX, SUWZX cheaper diff. adviser | 42% | 0.49% | DWS Investment Management Americas, Inc. |
| 9 | iShares U.S. Equity Factor Rotation Active ETF · DYNF cheaper diff. adviser | 42% | 0.26% | BlackRock Fund Advisors |
| 10 | Empower Large Cap Growth Fund · MXLGX, MXGSX cheaper diff. adviser | 41% | 0.62% | Empower Capital Management, LLC |
| 11 | Optimized Equity Income ETF · OEI cheaper | 41% | 0.75% | — |
| 12 | Horizon Digital Frontier ETF · YNOT cheaper diff. adviser | 41% | 0.75% | HORIZON INVESTMENTS LLC. |
| 13 | JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF · HEQQ diff. adviser | 41% | — | J.P. Morgan Investment Management, Inc. |
| 14 | Motley Fool 100 Index ETF · TMFC cheaper diff. adviser | 41% | 0.50% | Motley Fool Asset Management |
| 15 | MML Invesco Discovery Large Cap Fund cheaper diff. adviser | 41% | 0.74% | MML Investment Advisers, LLC |
| 16 | Sofi Social 50 ETF · SFYF cheaper diff. adviser | 41% | 0.29% | Tidal Investments LLC |
| 17 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX cheaper | 41% | 0.57% | — |
| 18 | PSF PGIM Jennison Growth Portfolio cheaper diff. adviser | 41% | 0.60% | PGIM INVESTMENTS LLC |
| 19 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 41% | 0.79% | Swan Capital Management, LLC |
| 20 | Invesco Discovery Large Cap Fund cheaper diff. adviser | 41% | 0.63% | Invesco Advisers, Inc. |
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