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 | VANGUARD MID-CAP GROWTH INDEX FUND · VMGIX, VOT, VMGMX cheaper diff. adviser | 21% | 0.05% | The Vanguard Group, Inc. |
| 2 | MidCap Growth Fund · PFPPX, PHPPX, PGWIX, PMGJX cheaper diff. adviser | 19% | 0.75% | Principal Global Investors, LLC |
| 3 | First Trust Large Cap Growth AlphaDEX Fund · FTC cheaper diff. adviser | 18% | 0.58% | First Trust Advisors L.P. |
| 4 | American Beacon Stephens Mid-Cap Growth Fund · STMGX, SMFAX, SMFCX, SFMIX, SMFYX, SFMRX diff. adviser | 18% | 0.89% | American Beacon Advisors, Inc. |
| 5 | Nuveen ESG Large-Cap Growth ETF · NULG cheaper diff. adviser | 17% | 0.26% | Nuveen Fund Advisors, LLC |
| 6 | MidCap Growth Fund III · PPQMX, PPQPX, PPIMX, PPQJX cheaper diff. adviser | 17% | 0.80% | Principal Global Investors, LLC |
| 7 | S&P 500 Pure Growth Fund diff. adviser | 17% | 1.64% | Security Investors, LLC |
| 8 | S&P 500 Pure Growth Fund · RYAWX, RYLGX, RYGRX diff. adviser | 17% | 1.55% | Security Investors, LLC |
| 9 | Goldman Sachs Hedge Industry VIP ETF · GVIP cheaper diff. adviser | 16% | 0.45% | Goldman Sachs Asset Management, L.P. |
| 10 | Direxion NASDAQ-100 Equal Weighted Index Shares · QQQE cheaper diff. adviser | 16% | 0.35% | RAFFERTY ASSET MANAGEMENT, LLC |
| 11 | Brown Advisory Mid-Cap Growth Fund · BAFMX, BMIDX diff. adviser | 16% | 0.83% | Brown Advisory LLC |
| 12 | Heritage Fund · TWHIX, ATHAX, ATHIX, AHGCX, ATHWX, ATHDX, ATHGX, ATHYX, ACILX cheaper diff. adviser | 16% | 0.00% | American Century Investment Management, Inc. |
| 13 | AAM Transformers ETF · TRFM cheaper diff. adviser | 16% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 14 | Eventide Large Cap Growth ETF · ESLG cheaper | 16% | 0.39% | — |
| 15 | Invesco S&P 500 High Beta ETF · SPHB cheaper diff. adviser | 16% | 0.25% | Invesco Capital Management LLC |
| 16 | Truth Social American Security & Defense ETF cheaper | 16% | 0.65% | — |
| 17 | Franklin Small-Mid Cap Growth Fund · FRSGX, FRSIX, FSGAX, FSMRX, FMGGX cheaper diff. adviser | 15% | 0.51% | Franklin Advisers, Inc. |
| 18 | Eventide US Market ETF · ESUM cheaper diff. adviser | 15% | 0.39% | Eventide Asset Management, LLC |
| 19 | Goldman Sachs Mid Cap Growth Fund · GGOIX, GGOSX, GGOAX, GGOCX, GGORX, GGOTX, GGOUX, GGQPX diff. adviser | 15% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 20 | THRIVENT MID CAP GROWTH FUND · TMCGX diff. adviser | 15% | 0.90% | Thrivent Asset Management, LLC |
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