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 | JPMorgan Active Growth ETF · JGRO diff. adviser | 68% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 2 | EQ/JPMorgan Growth Stock Portfolio diff. adviser | 67% | 0.71% | Equitable Investment Management Group, LLC |
| 3 | NVIT J.P. Morgan Large Cap Growth Fund diff. adviser | 67% | 0.44% | Nationwide Fund Advisors |
| 4 | JPMorgan Large Cap Growth Fund · SEEGX, OLGAX, OLGCX, JLGZX, JLGRX, JLGMX, JLGPX, JLGQX diff. adviser | 66% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 5 | Empower Large Cap Growth Fund · MXLGX, MXGSX diff. adviser | 63% | 0.62% | Empower Capital Management, LLC |
| 6 | Schwab Select Large Cap Growth Fund · LGILX diff. adviser | 62% | 0.73% | Charles Schwab Investment Management, Inc. |
| 7 | GROWTH EQUITY FUND · GGEYX, GGEZX diff. adviser | 60% | 0.65% | GuideStone Capital Management, LLC |
| 8 | T. Rowe Price Tax-Efficient Equity Fund · PREFX, TEEFX diff. adviser | 59% | 0.68% | T. Rowe Price Associates, Inc. |
| 9 | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF · SPYG cheaper diff. adviser | 58% | 0.04% | SSGA Funds Management, Inc. |
| 10 | JPMorgan U.S. GARP Equity Fund · JPGSX, JIGAX, JCICX, JGIRX, JIGZX, JGISX cheaper diff. adviser | 58% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 11 | VANGUARD S&P 500 GROWTH INDEX FUND · VOOG, VSPGX cheaper diff. adviser | 58% | 0.05% | The Vanguard Group, Inc. |
| 12 | JPMorgan Growth Advantage Fund · VHIAX, JGASX, JGACX, JGVRX, JGVVX, JGTTX, JGTUX, JGRJX diff. adviser | 58% | 0.50% | J.P. Morgan Investment Management, Inc. |
| 13 | SA Large Cap Growth Index Portfolio cheaper diff. adviser | 58% | 0.35% | SunAmerica Asset Management, LLC |
| 14 | iShares S&P 500 Growth ETF · IVW cheaper diff. adviser | 58% | 0.18% | BlackRock Fund Advisors |
| 15 | PROFUND VP LARGE CAP GROWTH diff. adviser | 58% | 1.68% | ProFund Advisors LLC |
| 16 | Schwab U.S. Large-Cap Growth Index Fund · SWLGX cheaper diff. adviser | 58% | 0.03% | Charles Schwab Investment Management, Inc. |
| 17 | Praxis Impact Large Cap Growth ETF · PRXG cheaper diff. adviser | 58% | 0.36% | Everence Capital Management, Inc. |
| 18 | AVIP BlackRock Advantage Large Cap Growth Portfolio diff. adviser | 58% | 0.71% | CONSTELLATION INVESTMENTS INC |
| 19 | Global Atlantic BlackRock Disciplined Growth Portfolio diff. adviser | 58% | 0.49% | Global Atlantic Investment Advisors, LLC |
| 20 | Putnam VT Large Cap Growth Fund diff. adviser | 58% | 0.64% | Putnam Investment Management, LLC |
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