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 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 62% | 0.04% | The Vanguard Group, Inc. |
| 2 | Strive 1000 Value ETF · STXV diff. adviser | 58% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 3 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 55% | 0.04% | Charles Schwab Investment Management, Inc. |
| 4 | WisdomTree U.S. Total Dividend Fund · DTD diff. adviser | 54% | 0.28% | WisdomTree Asset Management, Inc. |
| 5 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 54% | 0.03% | The Vanguard Group, Inc. |
| 6 | WisdomTree U.S. LargeCap Dividend Fund · DLN diff. adviser | 53% | 0.28% | WisdomTree Asset Management, Inc. |
| 7 | State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF · SPDG diff. adviser | 53% | 0.05% | SSGA Funds Management, Inc. |
| 8 | iShares Core Dividend Growth ETF · DGRO | 51% | 0.08% | BlackRock Fund Advisors |
| 9 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV diff. adviser | 50% | 0.05% | The Vanguard Group, Inc. |
| 10 | EQ/Large Cap Value Index Portfolio diff. adviser | 49% | 0.49% | Equitable Investment Management Group, LLC |
| 11 | iShares Morningstar Value ETF · ILCV cheaper | 49% | 0.04% | BlackRock Fund Advisors |
| 12 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS diff. adviser | 49% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 13 | Fidelity Large Cap Value Index Fund · FLCOX cheaper diff. adviser | 49% | 0.03% | Fidelity Management & Research Company LLC |
| 14 | Schwab U.S. Large-Cap Value Index Fund · SWLVX cheaper diff. adviser | 49% | 0.03% | Charles Schwab Investment Management, Inc. |
| 15 | Fidelity Series Large Cap Value Index Fund · FIOOX cheaper diff. adviser | 48% | 0.00% | Fidelity Management & Research Company LLC |
| 16 | PD Large-Cap Value Index Portfolio diff. adviser | 48% | 0.17% | Pacific Life Fund Advisors LLC |
| 17 | Calvert U.S. Large Cap Value Responsible Index Fund · CFJAX, CFJIX, CLVRX diff. adviser | 48% | 0.19% | Calvert Research and Management |
| 18 | iShares Russell Top 200 Value ETF · IWX | 48% | 0.20% | BlackRock Fund Advisors |
| 19 | AZL Russell 1000 Value Index Fund diff. adviser | 48% | 0.42% | Allianz Investment Management LLC |
| 20 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX diff. adviser | 48% | 0.43% | Voya Investments, LLC |
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