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 | Principal Capital Appreciation Account | 89% | 0.63% | Principal Global Investors, LLC |
| 2 | Principal Capital Appreciation Select ETF · LCAP cheaper | 71% | 0.29% | Principal Global Investors, LLC |
| 3 | American Century Large Cap Equity ETF · ACLC cheaper | 54% | 0.39% | — |
| 4 | Large Cap Equity Fund · AFDIX, AFEIX, AFDAX, AFDCX, AFDRX, AFDGX, AFYDX, AFEGX, AFEDX cheaper diff. adviser | 54% | 0.00% | American Century Investment Management, Inc. |
| 5 | AVIP BlackRock Advantage Large Cap Core Portfolio diff. adviser | 53% | 0.70% | CONSTELLATION INVESTMENTS INC |
| 6 | Large Cap Core Portfolio I diff. adviser | 53% | — | UBS Trust Company of Puerto Rico |
| 7 | VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser | 53% | 0.05% | The Vanguard Group, Inc. |
| 8 | Adams Diversified Equity Fund, Inc. | 53% | — | — |
| 9 | WisdomTree 500 Digital Fund · SPXUX cheaper diff. adviser | 52% | 0.05% | WisdomTree Digital Management, Inc. |
| 10 | MML Sustainable Equity Fund diff. adviser | 52% | 0.57% | MML Investment Advisers, LLC |
| 11 | WisdomTree U.S. Adaptive Moving Average Fund · WAMA cheaper | 52% | 0.32% | — |
| 12 | NYLI VP American Century Sustainable Equity Portfolio diff. adviser | 52% | 0.66% | New York Life Investment Management LLC |
| 13 | JLens 500 Jewish Advocacy U.S. ETF · TOV cheaper | 52% | 0.18% | — |
| 14 | Buffalo Blue Chip Growth Fund · BUFEX, BUIEX diff. adviser | 52% | 0.78% | Kornitzer Capital Management, Inc. |
| 15 | Optimized Equity Income ETF · OEI | 52% | 0.75% | — |
| 16 | Global Atlantic BlackRock Disciplined Core Portfolio diff. adviser | 51% | 0.51% | Global Atlantic Investment Advisors, LLC |
| 17 | RACWI US ETF · RAUS cheaper | 51% | 0.00% | — |
| 18 | Reverb ETF · VOXP cheaper diff. adviser | 51% | 0.30% | Distribution Cognizant LLC |
| 19 | BlackRock Advantage Large Cap Core Portfolio diff. adviser | 51% | 0.49% | BlackRock Advisors, LLC |
| 20 | BlackRock Advantage Large Cap Core V.I. Fund diff. adviser | 51% | 0.66% | BlackRock Advisors, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.