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 | GMO U.S. Quality ETF · QLTY cheaper diff. adviser | 72% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 2 | GMO Quality Fund · GQETX, GQEFX, GQLFX, GQLOX, GQLIX, GQESX cheaper diff. adviser | 71% | 0.42% | Grantham Mayo van Otterloo & Co LLC |
| 3 | Schwab Core Equity Fund · SWANX diff. adviser | 40% | 0.73% | Charles Schwab Investment Management, Inc. |
| 4 | PAYSON TOTAL RETURN FUND · PBFDX diff. adviser | 40% | 0.81% | H.M. Payson & Co. |
| 5 | Fundamental Large Cap Core Fund · TAGRX, JHLVX, JLVIX, JLCFX, JLCVX, JLCWX, JLCYX, JLCNX diff. adviser | 39% | 0.65% | John Hancock Investment Management LLC |
| 6 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 39% | 1.09% | — |
| 7 | Invesco American Franchise Fund · VAFAX, VAFCX, VAFIX, VAFRX, VAFNX, VAFFX cheaper diff. adviser | 38% | 0.61% | Invesco Advisers, Inc. |
| 8 | Nationwide Bailard Technology & Science Fund · NWHOX, NWHPX, NWHQX, NWHTX, NWHUX diff. adviser | 38% | 0.68% | Nationwide Fund Advisors |
| 9 | MFS Active Growth ETF · MFSG cheaper diff. adviser | 38% | 0.49% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 10 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX diff. adviser | 37% | 0.80% | AllianceBernstein L.P. |
| 11 | UBS US Quality Growth At Reasonable Price Fund · QGRPX diff. adviser | 37% | 0.65% | UBS Asset Management (Americas) LLC |
| 12 | Eaton Vance Growth Fund · EALCX, ECLCX, ELCIX, ELCRX diff. adviser | 37% | 0.79% | Boston Management and Research |
| 13 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 37% | 0.43% | Thrivent Financial for Lutherans |
| 14 | Harbor Transformative Technologies ETF · TEC diff. adviser | 37% | 0.69% | Harbor Capital Advisors, Inc. |
| 15 | Invesco S&P 500 Top 50 ETF · XLG cheaper diff. adviser | 36% | 0.20% | Invesco Capital Management LLC |
| 16 | Monteagle Enhanced Equity Income Fund diff. adviser | 36% | 1.36% | Park Place Capital Corporation |
| 17 | Franklin DynaTech VIP Fund diff. adviser | 36% | 0.87% | Franklin Advisers, Inc. |
| 18 | Calamos Select Fund · CVAAX, CVACX, CVAIX diff. adviser | 36% | 0.90% | Calamos Advisors LLC |
| 19 | Putnam Focused Equity Fund diff. adviser | 36% | 0.71% | Putnam Investment Management, LLC |
| 20 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 36% | 0.99% | Charles Schwab Investment Management, Inc. |
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