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 | Bridge Builder Tax Managed Large Cap Fund · BBTLX | 50% | 0.23% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 2 | Nuveen Large Cap Value Index Fund · TILVX, TRCVX, THCVX, THCWX cheaper diff. adviser | 48% | 0.00% | Teachers Advisors, LLC |
| 3 | VANGUARD RUSSELL 1000 VALUE INDEX FUND · VRVIX, VONV cheaper diff. adviser | 48% | 0.05% | The Vanguard Group, Inc. |
| 4 | AZL Russell 1000 Value Index Fund diff. adviser | 48% | 0.42% | Allianz Investment Management LLC |
| 5 | iShares Russell 1000 Value ETF · IWD cheaper diff. adviser | 48% | 0.18% | BlackRock Fund Advisors |
| 6 | VANGUARD S&P 500 VALUE INDEX FUND · VOOV, VSPVX cheaper diff. adviser | 46% | 0.05% | The Vanguard Group, Inc. |
| 7 | PROFUND VP LARGE CAP VALUE diff. adviser | 46% | 1.68% | ProFund Advisors LLC |
| 8 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 45% | 0.18% | — |
| 9 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX diff. adviser | 45% | 0.25% | Charles Schwab Investment Management, Inc. |
| 10 | Schwab Fundamental U.S. Large Company ETF · FNDX diff. adviser | 45% | 0.25% | Charles Schwab Investment Management, Inc. |
| 11 | Schwab U.S. Large-Cap Value Index Fund · SWLVX cheaper diff. adviser | 45% | 0.03% | Charles Schwab Investment Management, Inc. |
| 12 | LARGE-CAP VALUE PROFUND · LVPIX, LVPSX diff. adviser | 45% | 1.78% | ProFund Advisors LLC |
| 13 | Fidelity Large Cap Value Index Fund · FLCOX cheaper diff. adviser | 45% | 0.03% | Fidelity Management & Research Company LLC |
| 14 | Fidelity Series Large Cap Value Index Fund · FIOOX cheaper diff. adviser | 45% | 0.00% | Fidelity Management & Research Company LLC |
| 15 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS cheaper diff. adviser | 45% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 16 | EQ/Large Cap Value Index Portfolio diff. adviser | 45% | 0.49% | Equitable Investment Management Group, LLC |
| 17 | Value Equity Index Fund · GVIZX, GVIYX diff. adviser | 45% | 0.25% | GuideStone Capital Management, LLC |
| 18 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 45% | 0.09% | — |
| 19 | Invesco RAFI US 1000 ETF · PRF diff. adviser | 45% | 0.34% | Invesco Capital Management LLC |
| 20 | PD Large-Cap Value Index Portfolio cheaper diff. adviser | 44% | 0.17% | Pacific Life Fund Advisors LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.