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 | Eventide US Market ETF · ESUM | 56% | 0.39% | Eventide Asset Management, LLC |
| 2 | Eventide High Dividend ETF · ELCV | 43% | 0.49% | Eventide Asset Management, LLC |
| 3 | Eventide Large Cap Growth ETF · ESLG | 40% | 0.39% | — |
| 4 | Eventide Large Cap Focus Fund · ETLNX, ETLAX, ETLCX, ETLIX | 34% | 0.94% | — |
| 5 | Inspire 500 ETF · PTL cheaper | 27% | 0.09% | CWM Advisors, LLC |
| 6 | Timothy Plan US Large/Mid Cap Core ETF · TPLC | 27% | 0.52% | Timothy Partners Ltd. |
| 7 | Timothy Plan High Dividend Stock ETF · TPHD | 26% | 0.52% | Timothy Partners Ltd. |
| 8 | Optimum Large Cap Value Fund · OALVX, OCLVX, OILVX | 26% | 0.92% | Macquarie Investment Management Business Trust |
| 9 | Timothy Plan US Large/Mid Cap Core Enhanced ETF · TPLE | 26% | 0.52% | Timothy Partners Ltd. |
| 10 | MFS Value Series | 25% | 0.69% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 11 | Madison Dividend Value ETF · DIVL | 25% | 0.65% | Madison Asset Management, LLC |
| 12 | LVIP MFS Value Fund | 25% | 0.61% | Lincoln Financial Investments Corporation |
| 13 | MFS Value Portfolio | 25% | 0.58% | Brighthouse Investment Advisers, LLC |
| 14 | PRAXIS VALUE INDEX FUND · MVIAX, MVIIX cheaper | 25% | 0.38% | Everence Capital Management, Inc. |
| 15 | Vest S&P 500 Dividend Aristocrats Target Income Fund · KNGAX, KNGCX, KNGLX, KNGIX, KNGYX, KNGRX | 24% | 0.49% | VEST FINANCIAL LLC |
| 16 | iShares Core Dividend Growth ETF · DGRO cheaper | 24% | 0.08% | BlackRock Fund Advisors |
| 17 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper | 24% | 0.03% | The Vanguard Group, Inc. |
| 18 | MFS Value Fund · MEIAX, MEIJX, MFEBX, MEICX, MEIIX, MEIGX, MVRRX, MEIHX, MEIKX | 24% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 19 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper | 24% | 0.05% | The Vanguard Group, Inc. |
| 20 | iShares ESG Advanced MSCI USA ETF · USXF cheaper | 24% | 0.10% | BlackRock Fund Advisors |
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