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 Fund · AVLVX, ALCEX cheaper | 84% | 0.00% | — |
| 2 | Multi-Manager Value Strategies Fund · CZMVX | 45% | 0.61% | Columbia Management Investment Advisers, LLC |
| 3 | Dimensional US Large Cap Vector ETF · DFVX | 44% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 4 | Avantis U.S. Equity Fund · AVUSX, AVUNX cheaper | 43% | 0.00% | — |
| 5 | Avantis U.S. Large Cap Equity ETF · AVLC | 43% | 0.15% | — |
| 6 | Avantis U.S. Equity ETF · AVUS | 42% | 0.15% | — |
| 7 | Avantis Responsible U.S. Equity ETF · AVSU | 41% | 0.15% | — |
| 8 | Avantis U.S. Mid Cap Value ETF · AVMV | 38% | 0.20% | — |
| 9 | Invesco Russell 1000 Dynamic Multifactor ETF · OMFL | 37% | 0.29% | Invesco Capital Management LLC |
| 10 | Longview Advantage ETF · EBI | 36% | 0.24% | — |
| 11 | Schwab Fundamental U.S. Large Company ETF · FNDX | 35% | 0.25% | Charles Schwab Investment Management, Inc. |
| 12 | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · QARP | 35% | 0.19% | DBX Advisors LLC |
| 13 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX | 35% | 0.25% | Charles Schwab Investment Management, Inc. |
| 14 | Pacer Lunt Large Cap Multi-Factor Alternator ETF · PALC | 34% | 0.60% | Pacer Advisors, Inc. |
| 15 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF · VLU cheaper | 34% | 0.12% | SSGA Funds Management, Inc. |
| 16 | Invesco RAFI Strategic US ETF · IUS | 34% | 0.19% | Invesco Capital Management LLC |
| 17 | Dimensional US Large Cap Value ETF · DFLV | 34% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 18 | Dimensional US High Profitability ETF · DUHP | 34% | 0.20% | DIMENSIONAL FUND ADVISORS LP |
| 19 | Schwab Fundamental U.S. Broad Market ETF · FNDB | 34% | 0.25% | Charles Schwab Investment Management, Inc. |
| 20 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper | 33% | 0.11% | Fidelity Management & Research Company LLC |
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