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 | Brown Advisory Sustainable Value Fund · BISVX, BASVX | 57% | 0.71% | Brown Advisory LLC |
| 2 | Cullen Enhanced Equity Income ETF · DIVP cheaper | 19% | 0.55% | — |
| 3 | The Gabelli Dividend Growth Fund · GBCIX, GBCAX, GABBX, GBCCX diff. adviser | 15% | 1.00% | Gabelli Funds, LLC |
| 4 | Crossmark Large Cap Value ETF cheaper diff. adviser | 15% | 0.50% | Crossmark Global Investments, Inc. |
| 5 | Hennessy Cornerstone Value Fund · HFCVX, HICVX diff. adviser | 14% | 0.99% | Hennessy Advisors Inc. |
| 6 | Cambiar Aggressive Value ETF · CAMX cheaper diff. adviser | 14% | 0.59% | Cambiar Investors, LLC |
| 7 | Cambiar Opportunity Fund · CAMWX, CAMOX cheaper diff. adviser | 14% | 0.65% | Cambiar Investors, LLC |
| 8 | THRIVENT LARGE CAP VALUE PORTFOLIO cheaper diff. adviser | 14% | 0.63% | Thrivent Financial for Lutherans |
| 9 | SIMT Large Cap Value Fund · SEUIX, TRMVX, SVAYX cheaper | 14% | 0.69% | — |
| 10 | Brandes U.S. Value ETF · BUSA cheaper diff. adviser | 14% | 0.60% | Brandes Investment Partners, L.P. |
| 11 | THRIVENT LARGE CAP VALUE FUND · AAUTX, TLVIX cheaper diff. adviser | 14% | 0.56% | Thrivent Asset Management, LLC |
| 12 | SEI Enhanced U.S. Large Cap Value Factor ETF · SEIV cheaper diff. adviser | 14% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 13 | Bancreek U.S. Large Cap ETF · BCUS cheaper diff. adviser | 13% | 0.70% | Exchange Traded Concepts, LLC |
| 14 | PACE Large Co Value Equity Investments · PCLVX, PCPAX, PLVYX, PLVTX cheaper diff. adviser | 13% | 0.42% | UBS Asset Management (Americas) LLC |
| 15 | Allspring Special Large Value ETF · ASLV cheaper diff. adviser | 13% | 0.35% | Allspring Funds Management, LLC |
| 16 | Allspring Large Cap Value Fund · CBEAX, CBEBX, CBECX, CBEQX, CBLLX, CBLSX, CBEJX cheaper diff. adviser | 13% | 0.40% | Allspring Funds Management, LLC |
| 17 | Allspring Special Large Cap Value Fund · EIVAX, EIVCX, EIVIX, EIVDX, EIVFX cheaper diff. adviser | 13% | 0.40% | Allspring Funds Management, LLC |
| 18 | LYRICAL U.S. VALUE EQUITY FUND · LYRIX, LYRBX, LYRCX, LRYAX diff. adviser | 12% | 0.99% | Lyrical Asset Management LP |
| 19 | Invesco V.I. Growth and Income Fund diff. adviser | 12% | 0.75% | Invesco Advisers, Inc. |
| 20 | Disciplined Core Value Fund · BIGRX, AMADX, AMGIX, ACGCX, AICRX, AICGX cheaper diff. adviser | 12% | 0.45% | American Century Investment Management, Inc. |
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