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 | VALUE LINE LARGER COMPANIES FOCUSED FUND, INC. · VALLX, VLLIX | 50% | 0.89% | EULAV Asset Management |
| 2 | State Street(R) SPDR(R) NYSE Technology ETF · XNTK cheaper diff. adviser | 37% | 0.35% | SSGA Funds Management, Inc. |
| 3 | NAA LARGE GROWTH SERIES diff. adviser | 35% | 1.04% | New Age Alpha Advisors, LLC |
| 4 | Columbia Variable Portfolio - Large Cap Growth Fund cheaper diff. adviser | 35% | 0.72% | Columbia Management Investment Advisers, LLC |
| 5 | Columbia Cornerstone Growth Fund · LEGAX, LEGCX, GEGTX, CLGEX, CGFYX, CGWRX, CLWFX, GEGDX cheaper diff. adviser | 35% | 0.65% | Columbia Management Investment Advisers, LLC |
| 6 | Dan IVES Wedbush AI Revolution ETF · IVES cheaper | 34% | 0.75% | — |
| 7 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX cheaper diff. adviser | 34% | 0.70% | Columbia Management Investment Advisers, LLC |
| 8 | State Street Institutional U.S. Equity Fund · SUSSX, SUSIX cheaper diff. adviser | 34% | 0.38% | SSGA Funds Management, Inc. |
| 9 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 34% | 1.28% | Sparrow Capital Management, Inc. |
| 10 | Pacer PE/VC ETF · PEVC diff. adviser | 34% | 0.85% | Pacer Advisors, Inc. |
| 11 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 33% | 0.43% | Thrivent Financial for Lutherans |
| 12 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 33% | 0.59% | Harbor Capital Advisors, Inc. |
| 13 | Pacer Trendpilot 100 ETF · PTNQ cheaper diff. adviser | 33% | 0.65% | Pacer Advisors, Inc. |
| 14 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 33% | 0.64% | PGIM INVESTMENTS LLC |
| 15 | LVIP SSGA Nasdaq-100 Index Fund cheaper diff. adviser | 33% | 0.45% | Lincoln Financial Investments Corporation |
| 16 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 33% | 0.74% | Thrivent Asset Management, LLC |
| 17 | Venerable US Large Cap Strategic Equity Fund · VVSIX, VVSVX cheaper diff. adviser | 33% | 0.75% | Venerable Investment Advisers, LLC |
| 18 | State Street U.S. Equity V.I.S. Fund · SSUSX diff. adviser | 33% | 0.85% | SSGA Funds Management, Inc. |
| 19 | Sofi Social 50 ETF · SFYF cheaper diff. adviser | 33% | 0.29% | Tidal Investments LLC |
| 20 | Capital Group Growth ETF · CGGR cheaper diff. adviser | 33% | 0.39% | Capital Research and Management Company |
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