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 | Transamerica Large Value Active ETF | 84% | — | — |
| 2 | Transamerica Large Cap Value · TWQAX, TWQCX, TWQIX, TWQZX, TALCX cheaper diff. adviser | 67% | 0.63% | Transamerica Asset Management, Inc. |
| 3 | Transamerica Great Lakes Advisors Large Cap Value VP cheaper diff. adviser | 67% | 0.69% | Transamerica Asset Management, Inc. |
| 4 | Optimum Large Cap Value Fund · OALVX, OCLVX, OILVX cheaper diff. adviser | 59% | 0.92% | Macquarie Investment Management Business Trust |
| 5 | Nuveen Large Cap Value Fund · TRLIX, TCLCX, TRLCX, TRCPX, TRLHX, TRLWX cheaper diff. adviser | 44% | 0.00% | Teachers Advisors, LLC |
| 6 | Nuveen Life Large Cap Value Fund · TLLVX cheaper diff. adviser | 44% | 0.52% | Teachers Advisors, LLC |
| 7 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 43% | 0.20% | BlackRock Fund Advisors |
| 8 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 42% | 0.43% | Voya Investments, LLC |
| 9 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 39% | 0.05% | The Vanguard Group, Inc. |
| 10 | Tax-Managed Value Portfolio diff. adviser | 38% | — | Boston Management and Research |
| 11 | The Value Fund · CFVLX cheaper diff. adviser | 37% | 0.69% | Commerce Investment Advisors, Inc. |
| 12 | Goldman Sachs Variable Insurance Trust Large Cap Value Fund cheaper diff. adviser | 37% | 0.70% | Goldman Sachs Asset Management, L.P. |
| 13 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 37% | 0.54% | Columbia Management Investment Advisers, LLC |
| 14 | Dimensional US Large Cap Value ETF · DFLV cheaper diff. adviser | 37% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 15 | iShares ESG Aware MSCI USA Value ETF · EVUS cheaper diff. adviser | 36% | 0.18% | BlackRock Fund Advisors |
| 16 | Morgan Stanley Pathway Large Cap Equity ETF · MSLC cheaper diff. adviser | 36% | 0.39% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 17 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 36% | 0.25% | Invesco Capital Management LLC |
| 18 | Goldman Sachs Large Cap Value Fund · GSLIX, GSVSX, GSLAX, GSVCX, GSVRX, GSVTX, GSVUX, GMYPX cheaper diff. adviser | 35% | 0.69% | Goldman Sachs Asset Management, L.P. |
| 19 | Zacks Dividend Fund · ZDIVX, ZDIIX cheaper diff. adviser | 35% | 1.06% | Zacks Investment Management, Inc. |
| 20 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 35% | 0.03% | The Vanguard Group, Inc. |
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