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 | Large Cap Core Portfolio I diff. adviser | 41% | — | UBS Trust Company of Puerto Rico |
| 2 | SPIRIT OF AMERICA LARGE CAP VALUE FUND · SOAVX, SACVX, SOIVX cheaper diff. adviser | 39% | 1.22% | Spirit of America Management Corp. |
| 3 | YieldMax Target 12 Big 50 Option Income ETF · BIGY cheaper | 37% | 1.09% | — |
| 4 | Principal Capital Appreciation Select ETF · LCAP cheaper diff. adviser | 36% | 0.29% | Principal Global Investors, LLC |
| 5 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 36% | 0.79% | Swan Capital Management, LLC |
| 6 | Putnam Focused Equity Fund cheaper diff. adviser | 35% | 0.71% | Putnam Investment Management, LLC |
| 7 | iShares Top 20 U.S. Stocks ETF · TOPT cheaper diff. adviser | 35% | 0.20% | BlackRock Fund Advisors |
| 8 | Horizon Expedition Plus ETF · HBTA cheaper diff. adviser | 35% | 0.86% | HORIZON INVESTMENTS LLC. |
| 9 | Parnassus Growth Equity Fund · PFGEX, PFPGX cheaper diff. adviser | 35% | 0.63% | Parnassus Investments, LLC |
| 10 | Nelson Select ETF | 34% | — | — |
| 11 | THRIVENT LARGE CAP GROWTH PORTFOLIO cheaper diff. adviser | 34% | 0.43% | Thrivent Financial for Lutherans |
| 12 | Victory Pioneer Disciplined Growth Fund · INYDX, INDCX, PINDX, INKDX cheaper diff. adviser | 34% | 0.71% | Victory Capital Management Inc. |
| 13 | Principal Capital Appreciation Fund · CMNWX, PWCIX, PCAOX, PCAQX cheaper diff. adviser | 34% | 0.45% | Principal Global Investors, LLC |
| 14 | American Century Large Cap Equity ETF · ACLC cheaper | 34% | 0.39% | — |
| 15 | Hartford US Quality Growth ETF · HQGO cheaper diff. adviser | 34% | 0.34% | Lattice Strategies LLC |
| 16 | Principal Capital Appreciation Account cheaper diff. adviser | 34% | 0.63% | Principal Global Investors, LLC |
| 17 | Sparrow Growth Fund · SGFFX, SGNFX, SGFCX cheaper diff. adviser | 34% | 1.28% | Sparrow Capital Management, Inc. |
| 18 | WesMark Large Company Fund · WMKGX cheaper diff. adviser | 34% | 1.16% | WESBANCO INVESTMENT DEPARTMENT |
| 19 | JAG Large Cap Growth Fund · JLGAX, JLGIX, JGRRX cheaper diff. adviser | 34% | 0.90% | JAG Capital Management, LLC |
| 20 | Victory Pioneer Fund · PIODX, PIOKX, PIORX, PYODX, PCODX cheaper diff. adviser | 33% | 0.64% | Victory Capital Management Inc. |
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