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 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 53% | 0.20% | BlackRock Fund Advisors |
| 2 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 50% | 0.05% | The Vanguard Group, Inc. |
| 3 | VistaShares Target 15 S&P 100 Distribution ETF | 50% | — | — |
| 4 | SA Large Cap Growth Index Portfolio cheaper diff. adviser | 50% | 0.35% | SunAmerica Asset Management, LLC |
| 5 | LARGE-CAP GROWTH PROFUND · LGPIX, LGPSX diff. adviser | 50% | 1.70% | ProFund Advisors LLC |
| 6 | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF · SPYG cheaper diff. adviser | 50% | 0.04% | SSGA Funds Management, Inc. |
| 7 | iShares S&P 500 Growth ETF · IVW cheaper diff. adviser | 50% | 0.18% | BlackRock Fund Advisors |
| 8 | TAX-MANAGED GROWTH PORTFOLIO diff. adviser | 50% | — | Boston Management and Research |
| 9 | PROFUND VP LARGE CAP GROWTH diff. adviser | 50% | 1.68% | ProFund Advisors LLC |
| 10 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 50% | 0.15% | BlackRock Fund Advisors |
| 11 | Optimized Equity Income ETF · OEI | 50% | 0.75% | — |
| 12 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 50% | 0.36% | Voya Investments, LLC |
| 13 | Lincoln U.S. Equity Income Maximizer Fund · LFTPX, LFTOX diff. adviser | 49% | 1.07% | Lincoln Financial Investments Corporation |
| 14 | VANGUARD S&P 500 GROWTH INDEX FUND · VOOG, VSPGX cheaper diff. adviser | 49% | 0.05% | The Vanguard Group, Inc. |
| 15 | Invesco S&P 500 QVM Multi-Factor ETF · QVML cheaper diff. adviser | 49% | 0.11% | Invesco Capital Management LLC |
| 16 | iShares Core S&P U.S. Growth ETF · IUSG cheaper diff. adviser | 49% | 0.04% | BlackRock Fund Advisors |
| 17 | NAA LARGE GROWTH SERIES diff. adviser | 49% | 1.04% | New Age Alpha Advisors, LLC |
| 18 | Invesco QQQ Hedged Advantage ETF cheaper diff. adviser | 49% | 0.45% | Invesco Capital Management LLC |
| 19 | Strive 1000 Growth ETF · STXG cheaper diff. adviser | 49% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | Aptus Drawdown Managed Equity ETF · ADME diff. adviser | 49% | 0.79% | Aptus Capital Advisors, LLC |
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