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 | Plumb Equity Fund · PLBEX, PLIEX, PLAEX | 55% | 1.25% | Wisconsin Capital Management, LLC |
| 2 | Guru Favorite Stocks ETF · GFGF cheaper diff. adviser | 35% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 3 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 34% | 0.79% | Swan Capital Management, LLC |
| 4 | YieldMax Target 12 Big 50 Option Income ETF · BIGY cheaper | 34% | 1.09% | — |
| 5 | Parnassus Growth Equity Fund · PFGEX, PFPGX cheaper diff. adviser | 32% | 0.63% | Parnassus Investments, LLC |
| 6 | Penn Series Large Core Growth Fund cheaper diff. adviser | 32% | 0.85% | Penn Mutual Asset Management, LLC |
| 7 | Nomura VIP Growth Equity Series cheaper diff. adviser | 32% | 0.75% | Macquarie Investment Management Business Trust |
| 8 | Fidelity Advisor Global Capital Appreciation Fund · FGEAX, FEUCX, FGETX, FEUIX cheaper diff. adviser | 32% | 1.05% | Fidelity Management & Research Company LLC |
| 9 | Nomura Large Cap Growth Fund · WLGRX, WLGAX, WLGCX, WLGYX, IYGIX, ILGRX cheaper diff. adviser | 32% | 0.56% | Macquarie Investment Management Business Trust |
| 10 | Nomura VIP Growth Series cheaper diff. adviser | 32% | 1.00% | Macquarie Investment Management Business Trust |
| 11 | SFT Macquarie Growth Fund cheaper diff. adviser | 32% | 0.95% | Securian Asset Management, Inc. |
| 12 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 32% | 1.28% | Sparrow Capital Management, Inc. |
| 13 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 32% | 0.64% | PGIM INVESTMENTS LLC |
| 14 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 31% | 0.12% | Principal Global Investors, LLC |
| 15 | VistaShares Target 15 S&P 100 Distribution ETF | 31% | — | — |
| 16 | Vaughan Nelson Select Fund · VNSAX, VNSCX, VNSYX, VNSNX, VNSTX cheaper diff. adviser | 31% | 0.72% | Natixis Advisors, LLC |
| 17 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 30% | 0.43% | Thrivent Financial for Lutherans |
| 18 | Principal Capital Appreciation Account cheaper diff. adviser | 30% | 0.63% | Principal Global Investors, LLC |
| 19 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 30% | 0.74% | Thrivent Asset Management, LLC |
| 20 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 30% | 0.65% | UBS Asset Management (Americas) LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.