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 | Goldman Sachs Future Consumer Equity ETF · GBUY | 17% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 2 | Fidelity Advisor Consumer Discretionary Fund · FCNAX, FCECX, FACPX, FCNIX, FIJZX | 14% | 0.60% | Fidelity Management & Research Company LLC |
| 3 | Calamos Dividend Growth Fund · CADVX, CCDVX, CIDVX | 12% | 1.10% | Calamos Advisors LLC |
| 4 | T. Rowe Price Global Consumer Fund · PGLOX | 11% | 1.05% | T. Rowe Price Associates, Inc. |
| 5 | Milliman - Capital Group Hedged U.S. Income and Growth Fund | 11% | 1.09% | Milliman Financial Risk Management LLC |
| 6 | Invesco S&P 500 Minimum Variance ETF · SPMV cheaper | 11% | 0.10% | Invesco Capital Management LLC |
| 7 | Madison Sustainable Equity Fund · MFSIX, MFSYX | 11% | 0.81% | Madison Asset Management, LLC |
| 8 | Capital Appreciation Fund · JHCPX, JICPX | 10% | 0.74% | — |
| 9 | MML Equity Rotation Fund | 10% | 0.70% | MML Investment Advisers, LLC |
| 10 | Neuberger Berman Dividend Growth Fund · NDGAX, NDGCX, NDGIX, NRDGX | 10% | 0.60% | Neuberger Berman Investment Advisers LLC |
| 11 | Milliman - Capital Group Hedged U.S. Growth Fund | 9% | 1.09% | Milliman Financial Risk Management LLC |
| 12 | MassMutual Equity Opportunities Fund · MFVAX, MMFVX, MFVNX, MFVSX, MMFYX, MFVZX, MFVFX, MMZOX | 9% | 0.76% | — |
| 13 | FT Raymond James Multicap Growth Equity ETF · RJMG | 9% | 0.85% | First Trust Advisors L.P. |
| 14 | LVIP Invesco Select Equity Income Managed Volatility Fund | 9% | 0.58% | Lincoln Financial Investments Corporation |
| 15 | MassMutual Select T. Rowe Price Large Cap Blend Fund · MMLRX cheaper | 8% | 0.00% | — |
| 16 | Tema Luxury ETF | 8% | 0.75% | Tema Global Limited, Tema ETFs LLC |
| 17 | Chestnut Street Exchange Fund | 8% | — | Mitchell Sinkler & Starr Inc |
| 18 | Azoria 500 Meritocracy ETF · SPXM cheaper | 8% | 0.47% | — |
| 19 | RBC Global Equity Leaders Fund · RGLIX, RGELX, RGRLX | 8% | 0.70% | RBC Global Asset Management (US) Inc. |
| 20 | Goldman Sachs Strategic Growth Fund · GSTIX, GSTSX, GGRAX, GGRCX, GSTRX, GSTTX, GGRUX, GSPPX | 8% | 0.74% | Goldman Sachs Asset Management, L.P. |
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