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 | Avantis U.S. Large Cap Value ETF · AVLV | 84% | 0.15% | — |
| 2 | Multi-Manager Value Strategies Fund · CZMVX | 44% | 0.61% | Columbia Management Investment Advisers, LLC |
| 3 | Avantis U.S. Mid Cap Value ETF · AVMV | 40% | 0.20% | — |
| 4 | Dimensional US Large Cap Vector ETF · DFVX | 39% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 5 | Avantis U.S. Equity Fund · AVUSX, AVUNX | 39% | 0.00% | — |
| 6 | Avantis U.S. Large Cap Equity ETF · AVLC | 39% | 0.15% | — |
| 7 | Avantis U.S. Equity ETF · AVUS | 38% | 0.15% | — |
| 8 | Avantis Responsible U.S. Equity ETF · AVSU | 36% | 0.15% | — |
| 9 | Pacer Lunt Large Cap Multi-Factor Alternator ETF · PALC | 35% | 0.60% | Pacer Advisors, Inc. |
| 10 | Dimensional US High Profitability ETF · DUHP | 34% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 11 | Longview Advantage ETF · EBI | 33% | 0.24% | — |
| 12 | NYLI VP Dimensional U.S. Equity Portfolio | 33% | 0.54% | New York Life Investment Management LLC |
| 13 | U.S. High Relative Profitability Portfolio · DURPX | 33% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 14 | Fidelity SAI U.S. Value Index Fund · FSWCX | 32% | 0.11% | Fidelity Management & Research Company LLC |
| 15 | Dimensional US Large Cap Value ETF · DFLV | 32% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 16 | Invesco Russell 1000 Dynamic Multifactor ETF · OMFL | 32% | 0.29% | Invesco Capital Management LLC |
| 17 | Invesco RAFI Strategic US ETF · IUS | 32% | 0.19% | Invesco Capital Management LLC |
| 18 | Schwab Fundamental U.S. Large Company ETF · FNDX | 31% | 0.25% | Charles Schwab Investment Management, Inc. |
| 19 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX | 31% | 0.25% | Charles Schwab Investment Management, Inc. |
| 20 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF · VLU | 31% | 0.12% | SSGA Funds Management, Inc. |
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