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 | iShares Top 20 U.S. Stocks ETF · TOPT diff. adviser | 70% | 0.20% | BlackRock Fund Advisors |
| 2 | Swan Enhanced Dividend Income ETF · SCLZ diff. adviser | 70% | 0.79% | Swan Capital Management, LLC |
| 3 | YieldMax Target 12 Big 50 Option Income ETF · BIGY | 66% | 1.09% | — |
| 4 | Invesco S&P 500 Top 50 ETF · XLG diff. adviser | 62% | 0.20% | Invesco Capital Management LLC |
| 5 | EA Bridgeway Blue Chip ETF · BBLU diff. adviser | 62% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 6 | Vistashares Target 15 Usa Quality Income ETF · QUSA | 60% | 0.95% | — |
| 7 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 60% | 1.28% | Sparrow Capital Management, Inc. |
| 8 | Neuberger Berman Growth ETF · NBGX diff. adviser | 59% | 0.44% | Neuberger Berman Investment Advisers LLC |
| 9 | SGI Enhanced Market Leaders ETF · LDRX | 58% | 0.59% | — |
| 10 | VistaShares Target 15 S&P 100 Distribution ETF | 58% | — | — |
| 11 | Optimized Equity Income ETF · OEI | 58% | 0.75% | — |
| 12 | NAA LARGE GROWTH SERIES diff. adviser | 58% | 1.04% | New Age Alpha Advisors, LLC |
| 13 | iShares S&P 100 ETF · OEF diff. adviser | 58% | 0.20% | BlackRock Fund Advisors |
| 14 | Neuberger Berman Large Cap Growth Fund · NGUAX, NBGTX, NBGUX, NGDLX, NGDAX, NGDCX, NGDRX, NGRDX diff. adviser | 58% | 0.55% | Neuberger Berman Investment Advisers LLC |
| 15 | North Country Large Cap Equity Fund · NCEGX diff. adviser | 57% | 0.99% | Advisors Preferred, LLC |
| 16 | Large Cap Core Portfolio I diff. adviser | 57% | — | UBS Trust Company of Puerto Rico |
| 17 | iShares U.S. Thematic Rotation Active ETF diff. adviser | 56% | 0.57% | BlackRock Fund Advisors |
| 18 | Zacks Focus Growth ETF · GROZ diff. adviser | 56% | 0.55% | Zacks Investment Management, Inc. |
| 19 | THRIVENT LARGE CAP GROWTH PORTFOLIO diff. adviser | 55% | 0.43% | Thrivent Financial for Lutherans |
| 20 | iShares U.S. Equity Factor Rotation Active ETF · DYNF diff. adviser | 55% | 0.26% | BlackRock Fund Advisors |
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