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. Equity ETF · AVUS | 90% | 0.15% | — |
| 2 | Avantis U.S. Equity Fund · AVUSX, AVUNX cheaper | 89% | 0.00% | — |
| 3 | John Hancock Multifactor Large Cap ETF · JHML | 78% | 0.29% | John Hancock Investment Management LLC |
| 4 | AZL DFA U.S. Core Equity Fund | 78% | 0.78% | Allianz Investment Management LLC |
| 5 | Dimensional US Core Equity Market ETF · DFAU cheaper | 78% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 6 | Dimensional US Core Equity 1 ETF · DCOR cheaper | 78% | 0.14% | DIMENSIONAL FUND ADVISORS LP |
| 7 | iShares Russell 1000 ETF · IWB | 76% | 0.15% | BlackRock Fund Advisors |
| 8 | VANGUARD RUSSELL 1000 INDEX FUND · VRNIX, VONE cheaper | 76% | 0.05% | The Vanguard Group, Inc. |
| 9 | LVIP Dimensional U.S. Core Equity 1 Fund | 76% | 0.39% | Lincoln Financial Investments Corporation |
| 10 | VANGUARD TOTAL STOCK MARKET INDEX FUND · VTSAX, VTSMX, VITSX, VTI, VSMPX, VSTSX cheaper | 76% | 0.01% | The Vanguard Group, Inc. |
| 11 | Dimensional U.S. Equity Market ETF · DFUS cheaper | 76% | 0.09% | DIMENSIONAL FUND ADVISORS LP |
| 12 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND · VITNX, VITPX cheaper | 76% | 0.02% | The Vanguard Group, Inc. |
| 13 | JNL/DFA U.S. Core Equity Fund | 76% | 0.45% | Jackson National Asset Management, LLC |
| 14 | VANGUARD RUSSELL 3000 INDEX FUND · VRTTX, VTHR cheaper | 76% | 0.05% | The Vanguard Group, Inc. |
| 15 | iShares Dow Jones U.S. ETF · IYY | 76% | 0.20% | BlackRock Fund Advisors |
| 16 | TIAA Separate Account VA-1 - Stock Index Account | 76% | — | Teachers Advisors, LLC |
| 17 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND · VTCLX, VTCIX cheaper | 76% | 0.03% | The Vanguard Group, Inc. |
| 18 | Nuveen Life Stock Index Fund · TLSTX cheaper | 75% | 0.09% | Teachers Advisors, LLC |
| 19 | EQ/Common Stock Index Portfolio | 75% | 0.42% | Equitable Investment Management Group, LLC |
| 20 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF · GUSA cheaper | 75% | 0.10% | Goldman Sachs Asset Management, L.P. |
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