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 | NYLI U.S. Large Cap R&D Leaders ETF · LRND cheaper | 54% | 0.14% | New York Life Investment Management LLC |
| 2 | First Trust Bloomberg R&D Leaders ETF · RND diff. adviser | 49% | 0.60% | First Trust Advisors L.P. |
| 3 | WisdomTree Technology and Innovation 100 Digital Fund · TECHX cheaper diff. adviser | 48% | 0.10% | WisdomTree Digital Management, Inc. |
| 4 | WisdomTree U.S. Quality Growth Fund · QGRW diff. adviser | 47% | 0.28% | WisdomTree Asset Management, Inc. |
| 5 | Schwab Select Large Cap Growth Fund · LGILX diff. adviser | 46% | 0.73% | Charles Schwab Investment Management, Inc. |
| 6 | PGIM Jennison Diversified Growth Fund · TBDAX, TBDCX, TBDQX, TBDZX diff. adviser | 45% | 0.44% | PGIM INVESTMENTS LLC |
| 7 | SGI Enhanced Market Leaders ETF · LDRX | 45% | 0.59% | — |
| 8 | Schwab Large-Cap Growth Fund · SWLSX diff. adviser | 45% | 0.99% | Charles Schwab Investment Management, Inc. |
| 9 | VANGUARD GROWTH INDEX FUND · VIGAX, VIGRX, VIGIX, VUG cheaper diff. adviser | 45% | 0.03% | The Vanguard Group, Inc. |
| 10 | SA Large Cap Growth Index Portfolio diff. adviser | 45% | 0.35% | SunAmerica Asset Management, LLC |
| 11 | LARGE-CAP GROWTH PROFUND · LGPIX, LGPSX diff. adviser | 45% | 1.70% | ProFund Advisors LLC |
| 12 | Global Atlantic BlackRock Disciplined Growth Portfolio diff. adviser | 45% | 0.49% | Global Atlantic Investment Advisors, LLC |
| 13 | BlackRock Advantage Large Cap Growth Fund · CMVIX, BMCAX, BMCCX diff. adviser | 45% | 0.57% | BlackRock Advisors, LLC |
| 14 | iShares Morningstar Growth ETF · ILCG cheaper diff. adviser | 45% | 0.04% | BlackRock Fund Advisors |
| 15 | PRAXIS GROWTH INDEX FUND · MGNDX, MMDEX diff. adviser | 45% | 0.35% | Everence Capital Management, Inc. |
| 16 | Calamos Growth Fund · CVGRX, CVGCX, CGRIX diff. adviser | 45% | 1.03% | Calamos Advisors LLC |
| 17 | T. Rowe Price Growth ETF · TGRT diff. adviser | 45% | 0.38% | T. Rowe Price Associates, Inc. |
| 18 | First Trust Bloomberg Artificial Intelligence ETF · FAI | 44% | 0.65% | — |
| 19 | Fidelity Large Cap Growth Index Fund · FSPGX cheaper diff. adviser | 44% | 0.03% | Fidelity Management & Research Company LLC |
| 20 | Fidelity Series Large Cap Growth Index Fund · FHOFX cheaper diff. adviser | 44% | 0.00% | Fidelity Management & Research Company LLC |
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