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 | Victory Pioneer Fundamental Growth Fund · PFGRX, PFGKX, PIGFX, FUNYX, FUNCX diff. adviser | 64% | 0.65% | Victory Capital Management Inc. |
| 2 | JPMorgan Active Growth ETF · JGRO cheaper diff. adviser | 63% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 3 | PACE Large Co Growth Equity Investments · PCLCX, PLAAX, PLAYX, PLATX cheaper diff. adviser | 63% | 0.37% | UBS Asset Management (Americas) LLC |
| 4 | EQ/JPMorgan Growth Stock Portfolio diff. adviser | 62% | 0.71% | Equitable Investment Management Group, LLC |
| 5 | NVIT J.P. Morgan Large Cap Growth Fund cheaper diff. adviser | 62% | 0.44% | Nationwide Fund Advisors |
| 6 | JPMorgan Large Cap Growth Fund · SEEGX, OLGAX, OLGCX, JLGZX, JLGRX, JLGMX, JLGPX, JLGQX cheaper diff. adviser | 62% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 7 | GROWTH EQUITY FUND · GGEYX, GGEZX diff. adviser | 60% | 0.65% | GuideStone Capital Management, LLC |
| 8 | Optimized Equity Income ETF · OEI | 57% | 0.75% | — |
| 9 | Schwab Select Large Cap Growth Fund · LGILX diff. adviser | 56% | 0.73% | Charles Schwab Investment Management, Inc. |
| 10 | Multi-Manager Large Cap Growth Strategies Fund · CLCEX | 56% | 0.72% | — |
| 11 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 55% | 0.05% | The Vanguard Group, Inc. |
| 12 | College Retirement Equities Fund - Growth Account · QCGRRX, QCGRPX, QCGRIX, QCGRFX diff. adviser | 55% | — | TIAA-CREF Investment Management, LLC |
| 13 | Janus Henderson Research Fund · JAMRX, JRAAX, JRACX, JRAIX, JRASX, JNRFX, JRANX, JRARX | 54% | 0.72% | — |
| 14 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 54% | 0.20% | BlackRock Fund Advisors |
| 15 | Janus Henderson Research Portfolio · JAGRX diff. adviser | 54% | 0.67% | Janus Henderson Investors US LLC |
| 16 | VistaShares Target 15 S&P 100 Distribution ETF | 54% | — | — |
| 17 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX cheaper diff. adviser | 54% | 0.57% | BlackRock Advisors, LLC |
| 18 | AVIP BlackRock Advantage Large Cap Growth Portfolio diff. adviser | 54% | 0.71% | CONSTELLATION INVESTMENTS INC |
| 19 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 54% | 0.59% | Harbor Capital Advisors, Inc. |
| 20 | Aptus Collared Investment Opportunity ETF · ACIO diff. adviser | 54% | 0.79% | Aptus Capital Advisors, LLC |
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