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 | VY(R) T. ROWE PRICE GROWTH EQUITY PORTFOLIO | 70% | 0.71% | Voya Investments, LLC |
| 2 | Goldman Sachs Strategic Growth Fund · GSTIX, GSTSX, GGRAX, GGRCX, GSTRX, GSTTX, GGRUX, GSPPX | 65% | 0.74% | Goldman Sachs Asset Management, L.P. |
| 3 | SA T. Rowe Price Growth Stock Portfolio | 60% | 0.87% | SunAmerica Asset Management, LLC |
| 4 | Global X Nasdaq 100 ESG Covered Call ETF | 59% | 0.61% | Global X Management Company LLC |
| 5 | Invesco QQQ Trust, Series 1 | 59% | — | — |
| 6 | Transamerica Sustainable Growth Equity · TSGJX, TSGMX, TSGKX, TSGDX cheaper | 57% | 0.55% | Transamerica Asset Management, Inc. |
| 7 | Touchstone Strategic Trust-Touchstone Large Company Growth Fund · TSAGX, TCGLX, TLGYX, DSMLX | 53% | 0.70% | Touchstone Advisors, Inc. |
| 8 | Capital Appreciation Fund · JHCPX, JICPX | 53% | 0.74% | — |
| 9 | Goldman Sachs Technology Opportunities Fund · GITIX, GITSX, GITAX, GITCX, GISTX, GTORX, GSJPX | 51% | 0.88% | Goldman Sachs Asset Management, L.P. |
| 10 | Emerald Insights Fund · EFCAX, EFCCX, EFCIX, EFCNX | 51% | 1.05% | Emerald Mutual Fund Advisers Trust |
| 11 | JPMorgan Carbon Transition U.S. Equity ETF · JCTR cheaper | 49% | 0.15% | J.P. Morgan Investment Management, Inc. |
| 12 | Azoria 500 Meritocracy ETF · SPXM cheaper | 49% | 0.47% | — |
| 13 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX | 49% | 1.10% | Calamos Advisors LLC |
| 14 | Nuveen S&P 500 Buy-Write Income Fund | 48% | — | — |
| 15 | Victory 500 Index VIP Series cheaper | 48% | 0.28% | Victory Capital Management Inc. |
| 16 | Goldman Sachs Enhanced U.S. Equity Fund · GALLX, GCLLX, GILLX, GRLLX, GSLLX, GFCUX, GGZPX cheaper | 48% | 0.56% | Goldman Sachs Asset Management, L.P. |
| 17 | LargeCap S&P 500 Managed Volatility Index Account cheaper | 47% | 0.37% | Principal Global Investors, LLC |
| 18 | Science & Technology Fund | 47% | 1.04% | — |
| 19 | MM Equity Asset Fund cheaper | 46% | 0.28% | — |
| 20 | Global X S&P 500 ESG Covered Call ETF | 46% | 0.60% | Global X Management Company LLC |
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