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. Sustainability Core 1 Portfolio | 86% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 2 | Dimensional US Core Equity Market ETF · DFAU cheaper | 78% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 3 | Dimensional US Core Equity 1 ETF · DCOR cheaper | 77% | 0.14% | DIMENSIONAL FUND ADVISORS LP |
| 4 | Dimensional U.S. Core Equity 2 ETF · DFAC | 75% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 5 | AZL DFA U.S. Core Equity Fund diff. adviser | 75% | 0.78% | Allianz Investment Management LLC |
| 6 | Dimensional U.S. Equity Market ETF · DFUS cheaper | 74% | 0.09% | DIMENSIONAL FUND ADVISORS LP |
| 7 | U.S. CORE EQUITY 1 PORTFOLIO · DFEOX | 73% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 8 | VANGUARD RUSSELL 3000 INDEX FUND · VRTTX, VTHR cheaper diff. adviser | 73% | 0.05% | The Vanguard Group, Inc. |
| 9 | LVIP Dimensional U.S. Core Equity 1 Fund diff. adviser | 72% | 0.39% | Lincoln Financial Investments Corporation |
| 10 | JNL/DFA U.S. Core Equity Fund diff. adviser | 72% | 0.45% | Jackson National Asset Management, LLC |
| 11 | VANGUARD TOTAL STOCK MARKET INDEX FUND · VTSAX, VTSMX, VITSX, VTI, VSMPX, VSTSX cheaper diff. adviser | 72% | 0.01% | The Vanguard Group, Inc. |
| 12 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND · VITNX, VITPX cheaper diff. adviser | 72% | 0.02% | The Vanguard Group, Inc. |
| 13 | Nuveen Equity Index Fund · TIEIX, TIQRX, TINRX, TCEPX, TEIHX, TEQWX cheaper diff. adviser | 72% | 0.00% | Teachers Advisors, LLC |
| 14 | TIAA Separate Account VA-1 - Stock Index Account diff. adviser | 72% | — | Teachers Advisors, LLC |
| 15 | U.S. Social Core Equity 2 Portfolio | 72% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 16 | Nuveen Life Stock Index Fund · TLSTX cheaper diff. adviser | 72% | 0.09% | Teachers Advisors, LLC |
| 17 | VANGUARD RUSSELL 1000 INDEX FUND · VRNIX, VONE cheaper diff. adviser | 72% | 0.05% | The Vanguard Group, Inc. |
| 18 | iShares Russell 1000 ETF · IWB diff. adviser | 72% | 0.15% | BlackRock Fund Advisors |
| 19 | iShares Dow Jones U.S. ETF · IYY diff. adviser | 72% | 0.20% | BlackRock Fund Advisors |
| 20 | U.S. CORE EQUITY 2 PORTFOLIO · DFQTX | 71% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
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