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 | Dimensional US Large Cap Value ETF · DFLV | 74% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 2 | Dimensional VA U.S. Large Value Portfolio | 67% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 3 | SA U.S. Value Fund diff. adviser | 66% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 4 | THE U.S. LARGE CAP VALUE SERIES | 65% | — | DIMENSIONAL FUND ADVISORS LP |
| 5 | AZL Russell 1000 Value Index Fund diff. adviser | 60% | 0.42% | Allianz Investment Management LLC |
| 6 | iShares Russell 1000 Value ETF · IWD cheaper diff. adviser | 59% | 0.18% | BlackRock Fund Advisors |
| 7 | VANGUARD RUSSELL 1000 VALUE INDEX FUND · VRVIX, VONV cheaper diff. adviser | 59% | 0.05% | The Vanguard Group, Inc. |
| 8 | Nuveen Large Cap Value Index Fund · TILVX, TRCVX, THCVX, THCWX cheaper diff. adviser | 58% | 0.00% | Teachers Advisors, LLC |
| 9 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 56% | 0.03% | The Vanguard Group, Inc. |
| 10 | EQ/Large Cap Value Index Portfolio diff. adviser | 56% | 0.49% | Equitable Investment Management Group, LLC |
| 11 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS cheaper diff. adviser | 55% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 12 | Schwab U.S. Large-Cap Value Index Fund · SWLVX cheaper diff. adviser | 55% | 0.03% | Charles Schwab Investment Management, Inc. |
| 13 | Fidelity Large Cap Value Index Fund · FLCOX cheaper diff. adviser | 55% | 0.03% | Fidelity Management & Research Company LLC |
| 14 | PD Large-Cap Value Index Portfolio cheaper diff. adviser | 55% | 0.17% | Pacific Life Fund Advisors LLC |
| 15 | Value Equity Index Fund · GVIZX, GVIYX diff. adviser | 55% | 0.25% | GuideStone Capital Management, LLC |
| 16 | Fidelity Series Large Cap Value Index Fund · FIOOX cheaper diff. adviser | 55% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 54% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 18 | Invesco RAFI US 1000 ETF · PRF diff. adviser | 52% | 0.34% | Invesco Capital Management LLC |
| 19 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF · VLU cheaper diff. adviser | 52% | 0.12% | SSGA Funds Management, Inc. |
| 20 | Schwab Fundamental U.S. Broad Market ETF · FNDB diff. adviser | 51% | 0.25% | Charles Schwab Investment Management, Inc. |
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