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 | Natixis Vaughan Nelson Select ETF · VNSE | 83% | 0.80% | Natixis Advisors, LLC |
| 2 | Guru Favorite Stocks ETF · GFGF cheaper diff. adviser | 44% | 0.66% | Empowered Funds, LLC d/b/a EA Advisers |
| 3 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 43% | 0.20% | BlackRock Fund Advisors |
| 4 | Fidelity Focused Stock Fund · FTQGX, FSFMX, FSFJX, FSFGX, FSFNX, FSFOX cheaper diff. adviser | 42% | 0.61% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Advisor Global Capital Appreciation Fund · FGEAX, FEUCX, FGETX, FEUIX diff. adviser | 42% | 1.05% | Fidelity Management & Research Company LLC |
| 6 | Archer Stock Fund · ARSKX diff. adviser | 41% | 1.16% | Archer Investment Corp. |
| 7 | ClearBridge Appreciation Fund · SHAPX, SAPCX, SAPYX, LMPPX, LMPIX, LMESX cheaper diff. adviser | 40% | 0.55% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | Principal U.S. Mega-Cap ETF · USMC cheaper diff. adviser | 39% | 0.12% | Principal Global Investors, LLC |
| 9 | ClearBridge Variable Appreciation Portfolio · QLMAOX, CVAPX cheaper diff. adviser | 39% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | ELFUN TRUSTS · ELFNX cheaper diff. adviser | 39% | 0.17% | SSGA Funds Management, Inc. |
| 11 | Global Core Portfolio · MLMIX, MLMAX, MLMCX, MLMSX diff. adviser | 39% | 0.95% | Morgan Stanley Investment Management Inc. |
| 12 | UBS US Quality Growth At Reasonable Price Fund · QGRPX cheaper diff. adviser | 39% | 0.65% | UBS Asset Management (Americas) LLC |
| 13 | Sapient Quality Select ETF | 38% | 0.80% | — |
| 14 | Large Cap Core Portfolio I diff. adviser | 38% | — | UBS Trust Company of Puerto Rico |
| 15 | Victory Pioneer Disciplined Growth Fund · INYDX, INDCX, PINDX, INKDX cheaper diff. adviser | 38% | 0.71% | Victory Capital Management Inc. |
| 16 | Nomura Core Equity Fund · WCEAX, WTRCX, WCEYX, ICIEX, IYCEX, ICEQX cheaper diff. adviser | 38% | 0.67% | Macquarie Investment Management Business Trust |
| 17 | Nomura VIP Core Equity Series diff. adviser | 38% | 0.95% | Macquarie Investment Management Business Trust |
| 18 | State Street U.S. Core Equity Fund · SSAQX cheaper diff. adviser | 38% | 0.13% | SSGA Funds Management, Inc. |
| 19 | Putnam Focused Equity Fund cheaper diff. adviser | 38% | 0.71% | Putnam Investment Management, LLC |
| 20 | AB CORE OPPORTUNITIES FUND, INC. · ADGAX, ADGCX, ADGIX, ADGYX, ADGZX diff. adviser | 38% | 0.80% | AllianceBernstein L.P. |
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