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 | EQ/JPMorgan Growth Stock Portfolio diff. adviser | 95% | 0.71% | Equitable Investment Management Group, LLC |
| 2 | NVIT J.P. Morgan Large Cap Growth Fund diff. adviser | 95% | 0.44% | Nationwide Fund Advisors |
| 3 | JPMorgan Active Growth ETF · JGRO | 80% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 4 | PACE Large Co Growth Equity Investments · PCLCX, PLAAX, PLAYX, PLATX cheaper diff. adviser | 66% | 0.37% | UBS Asset Management (Americas) LLC |
| 5 | Empower Large Cap Growth Fund · MXLGX, MXGSX diff. adviser | 62% | 0.62% | Empower Capital Management, LLC |
| 6 | GROWTH EQUITY FUND · GGEYX, GGEZX diff. adviser | 60% | 0.65% | GuideStone Capital Management, LLC |
| 7 | JPMorgan Growth Advantage Fund · VHIAX, JGASX, JGACX, JGVRX, JGVVX, JGTTX, JGTUX, JGRJX | 59% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 8 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 58% | 0.20% | BlackRock Fund Advisors |
| 9 | Schwab Select Large Cap Growth Fund · LGILX diff. adviser | 58% | 0.73% | Charles Schwab Investment Management, Inc. |
| 10 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 57% | 0.20% | Invesco Capital Management LLC |
| 11 | EQ/Large Cap Growth Managed Volatility Portfolio diff. adviser | 57% | 0.62% | Equitable Investment Management Group, LLC |
| 12 | Multi-Manager Large Cap Growth Strategies Fund · CLCEX | 56% | 0.72% | — |
| 13 | VistaShares Target 15 S&P 100 Distribution ETF | 56% | — | — |
| 14 | Optimized Equity Income ETF · OEI | 56% | 0.75% | — |
| 15 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 56% | 0.05% | The Vanguard Group, Inc. |
| 16 | Destinations Shelter Fund · DSHFX, DSHZX diff. adviser | 55% | 1.00% | Brinker Capital Investments, LLC |
| 17 | JPMorgan U.S. GARP Equity Fund · JPGSX, JIGAX, JCICX, JGIRX, JIGZX, JGISX cheaper | 55% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 18 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 54% | 0.15% | BlackRock Fund Advisors |
| 19 | Monopoly ETF | 54% | 0.79% | — |
| 20 | VOYA RUSSELLTM LARGE CAP INDEX PORTFOLIO · IRLIX, IIRLX, IRLCX, IRLUX cheaper diff. adviser | 54% | 0.36% | Voya Investments, LLC |
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