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 | Goldman Sachs Large Cap Value Fund · GSLIX, GSVSX, GSLAX, GSVCX, GSVRX, GSVTX, GSVUX, GMYPX diff. adviser | 21% | 0.69% | Goldman Sachs Asset Management, L.P. |
| 2 | Goldman Sachs Variable Insurance Trust Large Cap Value Fund diff. adviser | 20% | 0.70% | Goldman Sachs Asset Management, L.P. |
| 3 | PD Large-Cap Value Index Portfolio cheaper diff. adviser | 20% | 0.17% | Pacific Life Fund Advisors LLC |
| 4 | Nomura VIP Value Series diff. adviser | 19% | 0.98% | Macquarie Investment Management Business Trust |
| 5 | Schwab U.S. Large-Cap Value Index Fund · SWLVX cheaper diff. adviser | 19% | 0.03% | Charles Schwab Investment Management, Inc. |
| 6 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS cheaper diff. adviser | 19% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 7 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 19% | 0.20% | BlackRock Fund Advisors |
| 8 | Fidelity Large Cap Value Index Fund · FLCOX cheaper diff. adviser | 19% | 0.03% | Fidelity Management & Research Company LLC |
| 9 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX diff. adviser | 19% | 0.43% | Voya Investments, LLC |
| 10 | Fidelity Series Large Cap Value Index Fund · FIOOX cheaper diff. adviser | 19% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund · TQMVX, TQVAX, TQVIX diff. adviser | 18% | 0.53% | T. Rowe Price Associates, Inc. |
| 12 | EQ/Large Cap Value Index Portfolio diff. adviser | 18% | 0.49% | Equitable Investment Management Group, LLC |
| 13 | BlackRock Advantage Large Cap Value Fund diff. adviser | 18% | 0.49% | BlackRock Advisors, LLC |
| 14 | VANGUARD RUSSELL 1000 VALUE INDEX FUND · VRVIX, VONV cheaper diff. adviser | 18% | 0.05% | The Vanguard Group, Inc. |
| 15 | Nuveen Large Cap Value Index Fund · TILVX, TRCVX, THCVX, THCWX cheaper diff. adviser | 18% | 0.00% | Teachers Advisors, LLC |
| 16 | AST Large-Cap Value Portfolio diff. adviser | 18% | 0.79% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 17 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 18% | 0.04% | Charles Schwab Investment Management, Inc. |
| 18 | CTIVP - T. Rowe Price Large Cap Value Fund diff. adviser | 18% | 0.70% | Columbia Management Investment Advisers, LLC |
| 19 | AZL Russell 1000 Value Index Fund diff. adviser | 18% | 0.42% | Allianz Investment Management LLC |
| 20 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX diff. adviser | 18% | 0.54% | Columbia Management Investment Advisers, LLC |
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