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 | U.S. CORE EQUITY 1 PORTFOLIO · DFEOX cheaper | 90% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 2 | LVIP Dimensional U.S. Core Equity 2 Fund diff. adviser | 86% | 0.49% | Lincoln Financial Investments Corporation |
| 3 | LVIP Dimensional U.S. Core Equity 1 Fund diff. adviser | 86% | 0.39% | Lincoln Financial Investments Corporation |
| 4 | JNL/DFA U.S. Core Equity Fund diff. adviser | 86% | 0.45% | Jackson National Asset Management, LLC |
| 5 | Dimensional U.S. Core Equity 2 ETF · DFAC cheaper | 82% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 6 | AZL DFA U.S. Core Equity Fund diff. adviser | 82% | 0.78% | Allianz Investment Management LLC |
| 7 | Dimensional US Core Equity 1 ETF · DCOR cheaper | 80% | 0.14% | DIMENSIONAL FUND ADVISORS LP |
| 8 | U.S. Social Core Equity 2 Portfolio | 80% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 9 | U.S. VECTOR EQUITY PORTFOLIO · DFVEX | 78% | 0.24% | DIMENSIONAL FUND ADVISORS LP |
| 10 | Dimensional US Core Equity Market ETF · DFAU cheaper | 77% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 11 | Schwab U.S. Broad Market ETF · SCHB cheaper diff. adviser | 75% | 0.03% | Charles Schwab Investment Management, Inc. |
| 12 | U.S. Sustainability Core 1 Portfolio cheaper | 75% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 13 | FT Wilshire 5000 Index Fund · WFIVX, WINDX diff. adviser | 74% | 0.33% | Wilshire Advisors LLC |
| 14 | Fidelity Total Market Index Fund · FSKAX cheaper diff. adviser | 74% | 0.01% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Series Total Market Index Fund · FCFMX cheaper diff. adviser | 74% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | iShares Core S&P Total U.S. Stock Market ETF · ITOT cheaper diff. adviser | 74% | 0.03% | BlackRock Fund Advisors |
| 17 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF · SPTM cheaper diff. adviser | 74% | 0.03% | SSGA Funds Management, Inc. |
| 18 | Avantis U.S. Equity ETF · AVUS cheaper | 74% | 0.15% | — |
| 19 | EQ/Common Stock Index Portfolio diff. adviser | 74% | 0.42% | Equitable Investment Management Group, LLC |
| 20 | iShares Russell 3000 ETF · IWV diff. adviser | 74% | 0.20% | BlackRock Fund Advisors |
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