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 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper | 66% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 2 | Neuberger Berman Growth ETF · NBGX cheaper | 65% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 3 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 56% | 0.38% | SSGA Funds Management, Inc. |
| 4 | State Street U.S. Equity V.I.S. Fund · SSUSX cheaper diff. adviser | 54% | 0.85% | SSGA Funds Management, Inc. |
| 5 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 54% | 0.13% | SSGA Funds Management, Inc. |
| 6 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 54% | 0.25% | SSGA Funds Management, Inc. |
| 7 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 50% | 0.59% | — |
| 8 | VistaShares Target 15 S&P 100 Distribution ETF | 49% | — | — |
| 9 | YieldMax Target 12 Big 50 Option Income ETF · BIGY cheaper | 49% | 1.09% | — |
| 10 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 49% | 0.05% | The Vanguard Group, Inc. |
| 11 | FT Vest Total Return Income Fund: Series A2 | 49% | — | — |
| 12 | Calamos Select Fund · CVAAX, CVACX, CVAIX cheaper diff. adviser | 49% | 0.90% | Calamos Advisors LLC |
| 13 | Schwab Large-Cap Growth Fund · SWLSX cheaper diff. adviser | 48% | 0.99% | Charles Schwab Investment Management, Inc. |
| 14 | Optimized Equity Income ETF · OEI cheaper | 48% | 0.75% | — |
| 15 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 48% | 0.15% | BlackRock Fund Advisors |
| 16 | FT Vest Total Return Income Fund: Series A3 | 48% | — | — |
| 17 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 48% | 0.20% | BlackRock Fund Advisors |
| 18 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 48% | 0.36% | Voya Investments, LLC |
| 19 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 48% | 0.05% | WisdomTree Digital Management, Inc. |
| 20 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 48% | 0.00% | American Century Investment Management, Inc. |
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