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 | Multi-Manager Directional Alternative Strategies Fund · CDAZX diff. adviser | 40% | 2.42% | Columbia Management Investment Advisers, LLC |
| 2 | Mid-Cap Value Portfolio cheaper diff. adviser | 33% | 0.74% | Pacific Life Fund Advisors LLC |
| 3 | Guardian Large Cap Disciplined Value VIP Fund cheaper diff. adviser | 31% | 0.97% | Park Avenue Institutional Advisers LLC |
| 4 | Disciplined Value Mid Cap Fund · JVMAX, JVMIX, JVMCX, JVMRX, JVMSX, JVMTX cheaper diff. adviser | 31% | 0.74% | John Hancock Investment Management LLC |
| 5 | Mid Cap Value Fund · VVMCX cheaper diff. adviser | 31% | 0.83% | The Variable Annuity Life Insurance Company |
| 6 | Boston Partners All-Cap Value Fund · BPAIX, BPAVX cheaper | 30% | 0.80% | Boston Partners Global Investors, Inc. |
| 7 | Disciplined Value Fund · JVLAX, JVLCX, JVLIX, JDVFX, JDVVX, JDVNX, JDVWX, JDVPX cheaper diff. adviser | 27% | 0.60% | John Hancock Investment Management LLC |
| 8 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 27% | 0.04% | Charles Schwab Investment Management, Inc. |
| 9 | VictoryShares US 500 Volatility Wtd ETF · CFA cheaper diff. adviser | 27% | 0.35% | Victory Capital Management Inc. |
| 10 | VictoryShares US 500 Enhanced Volatility Wtd ETF · CFO cheaper diff. adviser | 27% | 0.35% | Victory Capital Management Inc. |
| 11 | First Trust Large Cap Core AlphaDEX Fund · FEX cheaper diff. adviser | 26% | 0.57% | First Trust Advisors L.P. |
| 12 | Defiance Large Cap ex-Mag 7 ETF · XMAG cheaper | 26% | 0.35% | — |
| 13 | Boston Partners Global Equity Fund · BPGRX, BPGIX cheaper | 26% | 0.95% | Boston Partners Global Investors, Inc. |
| 14 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 26% | 0.18% | — |
| 15 | Column Mid Cap Select Fund · CFMSX cheaper | 25% | 0.52% | — |
| 16 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 25% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 17 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 25% | 0.03% | The Vanguard Group, Inc. |
| 18 | EQ/Large Cap Value Managed Volatility Portfolio cheaper diff. adviser | 25% | 0.62% | Equitable Investment Management Group, LLC |
| 19 | Xtrackers Russell US Multifactor ETF · DEUS cheaper diff. adviser | 25% | 0.17% | DBX Advisors LLC |
| 20 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS cheaper diff. adviser | 25% | 0.12% | Goldman Sachs Asset Management, L.P. |
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