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 | Sofi Social 50 ETF · SFYF cheaper diff. adviser | 39% | 0.29% | Tidal Investments LLC |
| 2 | REX FANG & Innovation Equity Premium Income ETF · FEPI cheaper diff. adviser | 38% | 0.65% | REX Advisers, LLC |
| 3 | iShares Nasdaq Top 30 Stocks ETF · QTOP cheaper diff. adviser | 35% | 0.20% | BlackRock Fund Advisors |
| 4 | Invesco QQQ Hedged Advantage ETF cheaper diff. adviser | 34% | 0.45% | Invesco Capital Management LLC |
| 5 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 33% | 0.64% | PGIM INVESTMENTS LLC |
| 6 | Technology Growth Portfolio cheaper diff. adviser | 33% | 0.90% | BNY Mellon Investment Adviser, Inc. |
| 7 | NYLI VP Newton Technology Growth Portfolio cheaper diff. adviser | 33% | 0.77% | New York Life Investment Management LLC |
| 8 | PGIM Jennison Growth Fund · PJGRX, PJFAX, PJFCX, PJFZX, PJFQX, PJFOX, PJFPX cheaper | 33% | 0.57% | — |
| 9 | PSF PGIM Jennison Growth Portfolio cheaper diff. adviser | 33% | 0.60% | PGIM INVESTMENTS LLC |
| 10 | Ultra Fund · TWCUX, TWUAX, TWUIX, TWCCX, AULRX, AULDX, AULGX, AULYX, AULNX cheaper diff. adviser | 33% | 0.00% | American Century Investment Management, Inc. |
| 11 | Loomis Sayles Growth Fund · LGRRX, LGRCX, LSGRX, LGRNX, LGRTX cheaper diff. adviser | 33% | 0.56% | Loomis, Sayles & Company, L.P. |
| 12 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 33% | 0.59% | Harbor Capital Advisors, Inc. |
| 13 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 32% | 0.74% | Thrivent Asset Management, LLC |
| 14 | Jennison Growth Portfolio cheaper diff. adviser | 32% | 0.54% | Brighthouse Investment Advisers, LLC |
| 15 | iShares Nasdaq Premium Income Active ETF cheaper diff. adviser | 32% | 0.35% | BlackRock Fund Advisors |
| 16 | VistaShares Target 15 TEPRTantrum Contrarian Distribution ETF | 32% | — | — |
| 17 | Focused Appreciation Portfolio cheaper diff. adviser | 32% | 0.61% | Mason Street Advisors, LLC |
| 18 | Natixis Loomis Sayles Focused Growth ETF · LSGR cheaper diff. adviser | 32% | 0.59% | Natixis Advisors, LLC |
| 19 | Focused Dynamic Growth Fund · ACFOX, ACFSX, ACFDX, ACFCX, ACFNX, ACFGX cheaper | 32% | 0.00% | — |
| 20 | LVIP American Century Ultra(R) Fund cheaper diff. adviser | 32% | 0.65% | Lincoln Financial Investments Corporation |
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