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 | Motley Fool 100 Index ETF · TMFC | 54% | 0.50% | Motley Fool Asset Management |
| 2 | Motley Fool Innovative Growth Factor ETF · MFIG | 50% | 0.50% | — |
| 3 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 45% | 1.28% | Sparrow Capital Management, Inc. |
| 4 | Disciplined Growth Fund · ADSIX, ADCVX, ADCIX, ADRRX, ADCCX, ADCYX, ADGGX cheaper diff. adviser | 45% | 0.01% | American Century Investment Management, Inc. |
| 5 | Prudentials Gibraltar Fund, Inc. diff. adviser | 45% | 0.64% | PGIM INVESTMENTS LLC |
| 6 | Vistashares Target 15 Usa Quality Income ETF · QUSA | 45% | 0.95% | — |
| 7 | iShares MSCI USA Quality Factor ETF · QUAL cheaper diff. adviser | 44% | 0.15% | BlackRock Fund Advisors |
| 8 | Victory Aggressive Growth Fund · USAUX, UIAGX diff. adviser | 44% | 0.64% | Victory Capital Management Inc. |
| 9 | Pacer S&P 500 Quality FCF Aristocrats ETF · LCOW cheaper diff. adviser | 44% | 0.49% | Pacer Advisors, Inc. |
| 10 | LVIP AllianceBernstein Large Cap Growth Fund diff. adviser | 43% | 0.63% | Lincoln Financial Investments Corporation |
| 11 | AB Large Cap Growth Portfolio diff. adviser | 43% | 0.65% | AllianceBernstein L.P. |
| 12 | Eaton Vance Enhanced Equity Income Fund II | 43% | — | — |
| 13 | Monarch Blue Chips Core ETF · MBCE diff. adviser | 43% | 1.14% | Kingsview Wealth Management LLC |
| 14 | JNL/JPMorgan Nasdaq Hedged Equity Fund diff. adviser | 43% | 0.70% | Jackson National Asset Management, LLC |
| 15 | 1290 Avantis U.S. Large Cap Growth Fund · TNRAX, TNXIX, TNXRX diff. adviser | 43% | 0.65% | Equitable Investment Management, LLC |
| 16 | Putnam VT Large Cap Growth Fund diff. adviser | 42% | 0.64% | Putnam Investment Management, LLC |
| 17 | iShares Nasdaq Top 30 Stocks ETF · QTOP cheaper diff. adviser | 42% | 0.20% | BlackRock Fund Advisors |
| 18 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX diff. adviser | 42% | 0.57% | BlackRock Advisors, LLC |
| 19 | NYLI VP Dimensional U.S. Equity Portfolio diff. adviser | 42% | 0.54% | New York Life Investment Management LLC |
| 20 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 42% | 0.12% | Principal Global Investors, LLC |
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