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 | Swan Enhanced Dividend Income ETF · SCLZ cheaper | 31% | 0.79% | Swan Capital Management, LLC |
| 2 | VistaShares Target 15 S&P 100 Distribution ETF | 29% | — | — |
| 3 | JAG Large Cap Growth Fund · JLGAX, JLGIX, JGRRX cheaper | 29% | 0.90% | JAG Capital Management, LLC |
| 4 | Alpha Brands Consumption Leaders ETF · LOGO cheaper | 29% | 0.69% | Tidal Investments LLC |
| 5 | iShares U.S. Thematic Rotation Active ETF cheaper | 28% | 0.57% | BlackRock Fund Advisors |
| 6 | TCW Durable Growth ETF · GRW cheaper | 28% | 0.75% | TCW Investment Management Company LLC |
| 7 | Marsico Growth Fund · MGRIX, MIGWX cheaper | 28% | 1.02% | MARSICO CAPITAL MANAGEMENT, LLC |
| 8 | CTIVP - Principal Large Cap Growth Fund cheaper | 27% | 0.69% | Columbia Management Investment Advisers, LLC |
| 9 | Optimized Equity Income ETF · OEI cheaper | 27% | 0.75% | — |
| 10 | NAA LARGE GROWTH SERIES cheaper | 27% | 1.04% | New Age Alpha Advisors, LLC |
| 11 | Principal U.S. Mega-Cap ETF · USMC cheaper | 27% | 0.12% | Principal Global Investors, LLC |
| 12 | Argent Large Cap ETF · ABIG cheaper | 26% | 0.49% | Empowered Funds, LLC d/b/a EA Advisers |
| 13 | SGI Enhanced Market Leaders ETF · LDRX cheaper | 26% | 0.59% | — |
| 14 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX cheaper | 26% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 15 | AAM Sawgrass U.S. Large Cap Quality Growth ETF · SAWG cheaper | 26% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 16 | PGIM Jennison Focused Growth ETF · PJFG cheaper | 26% | 0.75% | PGIM INVESTMENTS LLC |
| 17 | Neuberger Berman Growth ETF · NBGX cheaper | 26% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 18 | MFS Growth Fund · MFEGX, MFEJX, MEGBX, MFECX, MFEIX, MFELX, MEGRX, MFEHX, MFEKX cheaper | 26% | 0.52% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | Hedgeye Quality Growth ETF · HGRO cheaper | 26% | 0.70% | Hedgeye Asset Management, LLC |
| 20 | Suncoast Select Growth ETF · SEMG cheaper | 26% | 0.60% | — |
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