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 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 34% | 0.70% | SunAmerica Asset Management, LLC |
| 2 | MML Equity Fund cheaper diff. adviser | 34% | 0.43% | MML Investment Advisers, LLC |
| 3 | M Large Cap Value Fund · MBOVX diff. adviser | 34% | 0.63% | M Financial Investment Advisers, Inc. |
| 4 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX diff. adviser | 34% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | MassMutual Diversified Value Fund · MDDAX, MDDLX, MDVNX, MDVSX, MDVYX, MDDIX, MDDRX, MMNBX diff. adviser | 34% | 0.60% | MML Investment Advisers, LLC |
| 6 | GMO U.S. Value ETF · GMOV diff. adviser | 32% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 7 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 32% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 8 | O'Shaughnessy Market Leaders Value Fund · OFVIX diff. adviser | 31% | 0.55% | OShaughnessy Asset Management LLC |
| 9 | Columbia U.S. Equity Income ETF · EQIN cheaper diff. adviser | 28% | 0.35% | Columbia Management Investment Advisers, LLC |
| 10 | The Value Fund · CFVLX diff. adviser | 28% | 0.69% | Commerce Investment Advisors, Inc. |
| 11 | Victory Income Stock Fund · USISX, UIISX diff. adviser | 27% | 0.75% | Victory Capital Management Inc. |
| 12 | iMGP Berkshire Dividend Growth ETF · BDVG diff. adviser | 27% | 0.55% | IM Global Partner Fund Management, LLC |
| 13 | Invesco Large Cap Value ETF · PWV diff. adviser | 26% | 0.55% | Invesco Capital Management LLC |
| 14 | Victory Pioneer Equity Income Fund · PCEQX, PQIRX, PEQKX, PYEQX, PEQIX diff. adviser | 26% | 0.68% | Victory Capital Management Inc. |
| 15 | Crossmark Large Cap Value ETF diff. adviser | 26% | 0.50% | Crossmark Global Investments, Inc. |
| 16 | Large Cap Value Fund · NOLVX diff. adviser | 26% | 0.57% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | American Century U.S. Quality Value ETF · VALQ cheaper | 26% | 0.29% | — |
| 18 | Steward Large Cap Value Fund · SJVCX, SJVRX, SJVIX, SJVAX diff. adviser | 26% | 0.75% | Crossmark Global Investments, Inc. |
| 19 | SA U.S. Value Fund diff. adviser | 26% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 20 | SA Franklin Systematic U.S. Large Cap Value Portfolio diff. adviser | 26% | 0.64% | SunAmerica Asset Management, LLC |
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