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 | Putnam VT Sustainable Leaders Fund | 100% | 0.63% | Putnam Investment Management, LLC |
| 2 | Putnam Sustainable Leaders ETF | 90% | 0.59% | Putnam Investment Management, LLC |
| 3 | Putnam Focused Equity Fund | 61% | 0.71% | Putnam Investment Management, LLC |
| 4 | Putnam Focused Large Cap Growth ETF cheaper | 58% | 0.49% | Putnam Investment Management, LLC |
| 5 | Neuberger Berman Growth ETF · NBGX cheaper diff. adviser | 57% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 6 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 56% | 0.99% | Charles Schwab Investment Management, Inc. |
| 7 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 56% | 0.20% | Invesco Capital Management LLC |
| 8 | Buffalo Blue Chip Growth Fund · BUFEX, BUIEX diff. adviser | 56% | 0.78% | Kornitzer Capital Management, Inc. |
| 9 | SGI Enhanced Market Leaders ETF · LDRX | 56% | 0.59% | — |
| 10 | Harbor Long-Term Growers ETF · WINN diff. adviser | 56% | 0.57% | Harbor Capital Advisors, Inc. |
| 11 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX diff. adviser | 56% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 12 | AST Large-Cap Growth Portfolio diff. adviser | 55% | 0.86% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 13 | VistaShares Target 15 S&P 100 Distribution ETF | 55% | — | — |
| 14 | iShares S&P 100 ETF · OEF cheaper diff. adviser | 55% | 0.20% | BlackRock Fund Advisors |
| 15 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 55% | 0.20% | BlackRock Fund Advisors |
| 16 | Putnam U.S. Research Fund · PNRAX, PRFBX, PRACX, PRSRX, PURYX cheaper | 55% | 0.49% | Putnam Investment Management, LLC |
| 17 | Amplify CWP Growth & Income ETF | 55% | 0.56% | — |
| 18 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 55% | 0.13% | SSGA Funds Management, Inc. |
| 19 | State Street(R) US Equity Premium Income ETF · SPIN cheaper diff. adviser | 54% | 0.25% | SSGA Funds Management, Inc. |
| 20 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 54% | 0.85% | SSGA Funds Management, Inc. |
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