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 | Strive 1000 Value ETF · STXV cheaper | 36% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 2 | Horizon Dividend Income ETF · DIVN | 36% | 0.70% | HORIZON INVESTMENTS LLC. |
| 3 | Dimensional US Large Cap Value ETF · DFLV cheaper | 34% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 4 | iShares Core High Dividend ETF · HDV cheaper | 34% | 0.08% | BlackRock Fund Advisors |
| 5 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper | 32% | 0.03% | The Vanguard Group, Inc. |
| 6 | SPDR S&P North American Natural Resources ETF · NANR | 32% | 0.35% | SSGA Funds Management, Inc. |
| 7 | SA U.S. Value Fund | 31% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 8 | Pacer Lunt Large Cap Multi-Factor Alternator ETF · PALC | 31% | 0.60% | Pacer Advisors, Inc. |
| 9 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper | 31% | 0.05% | The Vanguard Group, Inc. |
| 10 | Buffalo Flexible Allocation Fund · BUFBX, BUIBX | 31% | 0.86% | Kornitzer Capital Management, Inc. |
| 11 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper | 31% | 0.04% | The Vanguard Group, Inc. |
| 12 | Dimensional U.S. Marketwide Value ETF · DFUV cheaper | 31% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 13 | MML Equity Fund | 30% | 0.43% | MML Investment Advisers, LLC |
| 14 | M Large Cap Value Fund · MBOVX | 30% | 0.63% | M Financial Investment Advisers, Inc. |
| 15 | Dimensional VA U.S. Large Value Portfolio cheaper | 30% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 16 | iShares Core Dividend Growth ETF · DGRO cheaper | 30% | 0.08% | BlackRock Fund Advisors |
| 17 | iShares North American Natural Resources ETF · IGE | 30% | 0.39% | BlackRock Fund Advisors |
| 18 | MassMutual Diversified Value Fund · MDDAX, MDDLX, MDVNX, MDVSX, MDVYX, MDDIX, MDDRX, MMNBX | 30% | 0.60% | MML Investment Advisers, LLC |
| 19 | Relative Strength Managed Volatility Strategy ETF · RSMV | 30% | 0.95% | Teucrium Investment Advisors, LLC |
| 20 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX | 30% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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