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 | Dana Unconstrained Equity ETF · DUNK | 46% | 0.75% | — |
| 2 | FINQ FIRST U.S. Large Cap AI-Managed Equity ETF · AIUP | 43% | 0.70% | — |
| 3 | FINQ DOLLAR NEUTRAL U.S. Large Cap AI-Managed Equity ETF · AINT | 41% | 1.25% | — |
| 4 | Dunham Focused Large Cap Growth Fund · DAFGX, DCFGX, DNFGX diff. adviser | 38% | 1.03% | Dunham & Associates Investment Counsel, Inc. |
| 5 | Brown Advisory Growth Equity Fund · BIAGX, BAFGX, BAGAX diff. adviser | 36% | 0.71% | Brown Advisory LLC |
| 6 | Nationwide Bailard Technology & Science Fund · NWHOX, NWHPX, NWHQX, NWHTX, NWHUX diff. adviser | 36% | 0.68% | Nationwide Fund Advisors |
| 7 | iShares Large Cap Growth Active ETF cheaper diff. adviser | 35% | 0.55% | BlackRock Fund Advisors |
| 8 | VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. · VALLX, VLLIX diff. adviser | 35% | 0.89% | EULAV Asset Management |
| 9 | First Trust Bloomberg Artificial Intelligence ETF · FAI cheaper | 35% | 0.65% | — |
| 10 | JNL/BlackRock Large Cap Select Growth Fund cheaper diff. adviser | 35% | 0.53% | Jackson National Asset Management, LLC |
| 11 | BlackRock Large Cap Focus Growth V.I. Fund diff. adviser | 34% | 0.79% | BlackRock Advisors, LLC |
| 12 | BlackRock Capital Appreciation Portfolio cheaper diff. adviser | 34% | 0.47% | BlackRock Advisors, LLC |
| 13 | BlackRock Capital Appreciation V.I. Fund diff. adviser | 34% | 0.80% | BlackRock Advisors, LLC |
| 14 | ALGER SPECTRA FUND · SPECX, ASPCX, ASPIX, ASPZX, ASPYX diff. adviser | 34% | 1.12% | Fred Alger Management, Inc. |
| 15 | Touchstone Strategic Trust-Touchstone Large Company Growth Fund · TSAGX, TCGLX, TLGYX, DSMLX diff. adviser | 34% | 0.70% | Touchstone Advisors, Inc. |
| 16 | Argent Large Cap ETF · ABIG cheaper diff. adviser | 34% | 0.49% | Empowered Funds, LLC d/b/a EA Advisers |
| 17 | Columbia Select Large Cap Growth Fund · ELGAX, URLGX, UMLGX, CGTRX, CCWRX, UMLAX diff. adviser | 33% | 0.69% | Columbia Management Investment Advisers, LLC |
| 18 | TCW Concentrated Large Cap Growth Fund · TGCEX, TGCNX diff. adviser | 33% | 0.77% | TCW Investment Management Company LLC |
| 19 | ALGER CAPITAL APPRECIATION FUND · ACAAX, ALCCX, ACAZX diff. adviser | 33% | 0.91% | Fred Alger Management, Inc. |
| 20 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX diff. adviser | 33% | 0.70% | Columbia Management Investment Advisers, LLC |
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