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 | PRIMECAP Odyssey Aggressive Growth Fund · POAGX | 62% | 0.66% | PRIMECAP Management Company |
| 2 | VANGUARD CAPITAL OPPORTUNITY FUND · VHCOX, VHCAX cheaper | 60% | 0.32% | PRIMECAP Management Company |
| 3 | PRIMECAP Odyssey Stock Fund · POSKX | 57% | 0.67% | PRIMECAP Management Company |
| 4 | VANGUARD PRIMECAP FUND · VPMCX, VPMAX cheaper | 55% | 0.27% | PRIMECAP Management Company |
| 5 | CAPITAL GROWTH PORTFOLIO cheaper | 54% | 0.34% | PRIMECAP Management Company |
| 6 | VANGUARD PRIMECAP CORE FUND · VPCCX cheaper | 54% | 0.37% | PRIMECAP Management Company |
| 7 | iShares MSCI USA Quality GARP ETF · GARP cheaper diff. adviser | 26% | 0.15% | BlackRock Fund Advisors |
| 8 | Growth Fund of America · AGTHX, RGAAX, RGABX, RGACX, RGAEX, RGAFX, GFACX, GFAFX, CGFAX, CGFCX, CGFEX, CGFFX, GFFFX, RGAGX, RGEBX, RGAHX, GAFFX, TAFFX, TFGAX, FAFGX, FFAFX cheaper | 25% | 0.29% | — |
| 9 | Sofi Select 500 ETF · SFY cheaper diff. adviser | 25% | 0.05% | Tidal Investments LLC |
| 10 | New Economy Fund · ANEFX, RNGAX, RNGBX, RNGCX, RNGEX, RNGFX, ANFCX, ANFFX, CNGAX, CNGCX, CNGEX, CNGFX, NEFFX, RNGGX, RNNEX, RNGHX, FNEFX, TENEX, TNEEX, FNEEX, FNNEX cheaper diff. adviser | 24% | 0.40% | Capital Research and Management Company |
| 11 | E*TRADE No Fee Large Cap Index Fund · ETLGX cheaper diff. adviser | 24% | 0.00% | Morgan Stanley Investment Management Inc. |
| 12 | BNY Mellon US Large Cap Core Equity ETF · BKLC cheaper diff. adviser | 24% | 0.00% | BNY Mellon ETF Investment Adviser, LLC |
| 13 | Nationwide S&P 500 Index Fund · GRMAX, GRMCX, GRMIX, GRMSX, GRISX, GRMRX cheaper diff. adviser | 24% | 0.18% | Nationwide Fund Advisors |
| 14 | SA Large Cap Index Portfolio cheaper diff. adviser | 24% | 0.25% | SunAmerica Asset Management, LLC |
| 15 | Pacer Trendpilot US Large Cap ETF · PTLC cheaper diff. adviser | 24% | 0.60% | Pacer Advisors, Inc. |
| 16 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 24% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 17 | Pacer Trendpilot 100 ETF · PTNQ cheaper diff. adviser | 24% | 0.65% | Pacer Advisors, Inc. |
| 18 | TCW Transform 500 ETF · VOTE cheaper diff. adviser | 24% | 0.05% | TCW Investment Management Company LLC |
| 19 | iShares U.S. Industry Rotation Active ETF cheaper diff. adviser | 24% | 0.42% | BlackRock Fund Advisors |
| 20 | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF · USNZ cheaper diff. adviser | 24% | 0.10% | DBX Advisors LLC |
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