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 | REX FANG & Innovation Equity Premium Income ETF · FEPI cheaper diff. adviser | 52% | 0.65% | REX Advisers, LLC |
| 2 | VALUE LINE CAPITAL APPRECIATION FUND INC · VALIX, VLIIX cheaper | 50% | 0.83% | EULAV Asset Management |
| 3 | Dan IVES Wedbush AI Revolution ETF · IVES cheaper | 50% | 0.75% | — |
| 4 | AOT Growth and Innovation ETF · AOTG cheaper diff. adviser | 48% | 0.75% | Empowered Funds, LLC d/b/a EA Advisers |
| 5 | FINQ DOLLAR NEUTRAL U.S. Large Cap AI-Managed Equity ETF · AINT | 47% | 1.25% | — |
| 6 | First Trust Bloomberg R&D Leaders ETF · RND cheaper diff. adviser | 46% | 0.60% | First Trust Advisors L.P. |
| 7 | THRIVENT LARGE CAP GROWTH FUND · AAAGX, THLCX cheaper diff. adviser | 46% | 0.74% | Thrivent Asset Management, LLC |
| 8 | YieldMax AI and Tech Portfolio Option Income ETF · GPTY | 46% | 1.06% | — |
| 9 | Columbia Variable Portfolio - Large Cap Growth Fund cheaper diff. adviser | 46% | 0.72% | Columbia Management Investment Advisers, LLC |
| 10 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX cheaper diff. adviser | 46% | 0.44% | PGIM INVESTMENTS LLC |
| 11 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 45% | 0.43% | Thrivent Financial for Lutherans |
| 12 | Columbia Large Cap Growth Opportunity Fund · NFEAX, NFEPX, CADRX, CLRYX, CLGPX, NFEDX cheaper diff. adviser | 45% | 0.70% | Columbia Management Investment Advisers, LLC |
| 13 | Columbia Cornerstone Growth Fund · LEGAX, LEGCX, GEGTX, CLGEX, CGFYX, CGWRX, CLWFX, GEGDX cheaper diff. adviser | 45% | 0.65% | Columbia Management Investment Advisers, LLC |
| 14 | Harbor Transformative Technologies ETF · TEC cheaper diff. adviser | 45% | 0.69% | Harbor Capital Advisors, Inc. |
| 15 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX diff. adviser | 45% | 1.28% | Sparrow Capital Management, Inc. |
| 16 | Prudentials Gibraltar Fund, Inc. cheaper diff. adviser | 44% | 0.64% | PGIM INVESTMENTS LLC |
| 17 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 44% | 0.99% | Charles Schwab Investment Management, Inc. |
| 18 | NAA LARGE GROWTH SERIES diff. adviser | 44% | 1.04% | New Age Alpha Advisors, LLC |
| 19 | MassMutual Blue Chip Growth Fund · MBCGX, MBCLX, MBCNX, MBCSX, MBCYX, MBCZX, MBGFX, MMZMX cheaper diff. adviser | 44% | 0.66% | MML Investment Advisers, LLC |
| 20 | Harbor Capital Appreciation Fund · HACAX, HRCAX, HCAIX, HNACX cheaper diff. adviser | 44% | 0.59% | Harbor Capital Advisors, Inc. |
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