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 | VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. · VALLX, VLLIX cheaper diff. adviser | 25% | 0.89% | EULAV Asset Management |
| 2 | Brendan Wood TopGun ETF · BWTG cheaper diff. adviser | 25% | 0.95% | Tuttle Capital Management, LLC |
| 3 | REX FANG & Innovation Equity Premium Income ETF · FEPI cheaper diff. adviser | 24% | 0.65% | REX Advisers, LLC |
| 4 | Permanent Portfolio · PRPFX, PRPHX, PRPDX cheaper | 23% | 0.81% | Pacific Heights Asset Management, LLC |
| 5 | STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF cheaper | 23% | 0.65% | — |
| 6 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 23% | 0.74% | Thrivent Asset Management, LLC |
| 7 | Congress Large Cap Growth ETF · CAML cheaper diff. adviser | 23% | 0.65% | Congress Asset Management Company |
| 8 | First Trust Expanded Technology ETF · XPND cheaper diff. adviser | 22% | 0.65% | First Trust Advisors L.P. |
| 9 | Virtus Silvant Large-Cap Growth Stock Fund · STCIX, STCAX, STCZX cheaper diff. adviser | 22% | 0.62% | Virtus Investment Advisers, LLC |
| 10 | Invesco S&P 500 Momentum ETF · SPMO cheaper diff. adviser | 22% | 0.13% | Invesco Capital Management LLC |
| 11 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 22% | 0.43% | Thrivent Financial for Lutherans |
| 12 | iShares MSCI USA Momentum Factor ETF · MTUM cheaper diff. adviser | 22% | 0.15% | BlackRock Fund Advisors |
| 13 | AVIP BlackRock Advantage Large Cap Growth Portfolio cheaper diff. adviser | 22% | 0.71% | CONSTELLATION INVESTMENTS INC |
| 14 | God Bless America ETF · YALL cheaper diff. adviser | 22% | 0.65% | Tidal Investments LLC |
| 15 | Columbia Disciplined Growth Fund · RDLAX, RDLCX, CLQZX, CGQYX cheaper diff. adviser | 21% | 0.74% | Columbia Management Investment Advisers, LLC |
| 16 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX cheaper diff. adviser | 21% | 0.57% | BlackRock Advisors, LLC |
| 17 | Vistashares Target 15 Usa Quality Income ETF · QUSA cheaper | 21% | 0.95% | — |
| 18 | Zacks Focus Growth ETF · GROZ cheaper diff. adviser | 21% | 0.55% | Zacks Investment Management, Inc. |
| 19 | Virtus Silvant Focused Growth Fund · PGWAX, PGWCX, PGFIX, AFGFX cheaper diff. adviser | 21% | 0.62% | Virtus Investment Advisers, LLC |
| 20 | Nestyield Total Return Guard ETF · EGGS cheaper diff. adviser | 21% | 0.93% | Tidal Investments LLC |
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