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 | First Trust Large Cap Growth AlphaDEX Fund · FTC cheaper diff. adviser | 35% | 0.58% | First Trust Advisors L.P. |
| 2 | QRAFT AI-Enhanced U.S. Large Cap Momentum ETF · AMOM diff. adviser | 34% | 0.75% | Exchange Traded Concepts, LLC |
| 3 | S&P 500 Pure Growth Fund diff. adviser | 31% | 1.64% | Security Investors, LLC |
| 4 | S&P 500 Pure Growth Fund · RYAWX, RYLGX, RYGRX diff. adviser | 31% | 1.55% | Security Investors, LLC |
| 5 | JPMorgan U.S. Momentum Factor ETF · JMOM cheaper diff. adviser | 31% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 6 | Victory Multi-Cap Fund · MNNAX, MNNCX, MNNYX diff. adviser | 30% | 0.95% | Victory Capital Management Inc. |
| 7 | Invesco S&P 500 Pure Growth ETF · RPG cheaper | 30% | 0.35% | Invesco Capital Management LLC |
| 8 | Alpha Architect U.S. Quantitative Momentum ETF · QMOM cheaper | 30% | 0.28% | — |
| 9 | AQR Large Cap Momentum Style Fund · AMOMX, AMONX, QMORX cheaper diff. adviser | 30% | 0.31% | AQR Capital Management, LLc |
| 10 | Fidelity SAI U.S. Momentum Index Fund · FUMIX cheaper diff. adviser | 29% | 0.11% | Fidelity Management & Research Company LLC |
| 11 | Lord Abbett Growth Leaders Fund · LGLAX, LGLCX, LGLFX, LGLIX, LGLQX, LGLRX, LGLSX, LGLUX, LGLVX, LGLOX cheaper diff. adviser | 29% | 0.58% | Lord, Abbett & Co. LLC |
| 12 | Invesco Dorsey Wright Technology Momentum ETF · PTF cheaper | 28% | 0.60% | Invesco Capital Management LLC |
| 13 | iShares MSCI USA Momentum Factor ETF · MTUM cheaper diff. adviser | 28% | 0.15% | BlackRock Fund Advisors |
| 14 | CORE16 Best of Breed Premier Index ETF · BOBP | 28% | 0.70% | — |
| 15 | Invesco S&P 500 High Beta ETF · SPHB cheaper | 28% | 0.25% | Invesco Capital Management LLC |
| 16 | VANGUARD U.S. MOMENTUM FACTOR ETF · VFMO cheaper diff. adviser | 28% | 0.13% | The Vanguard Group, Inc. |
| 17 | Aggressive Investors 1 Fund · BRAGX diff. adviser | 27% | 0.86% | Bridgeway Capital Management, LLC |
| 18 | Invesco V.I. Discovery Large Cap Fund diff. adviser | 27% | 0.80% | Invesco Advisers, Inc. |
| 19 | Astoria US Quality Growth Kings ETF · GQQQ cheaper diff. adviser | 26% | 0.35% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | Convergence Long/Short Equity ETF · CLSE diff. adviser | 26% | 1.52% | Convergence Investment Partners, LLC. |
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