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 | First Trust Large Cap Value AlphaDEX Fund · FTA cheaper | 49% | 0.58% | First Trust Advisors L.P. |
| 2 | First Trust Large Cap Core AlphaDEX Fund · FEX cheaper | 48% | 0.57% | First Trust Advisors L.P. |
| 3 | DoubleLine Fortune 500 Equal Weight ETF · DFVE cheaper diff. adviser | 37% | 0.20% | DoubleLine ETF Adviser LP |
| 4 | VANGUARD U.S. VALUE FACTOR ETF · VFVA cheaper diff. adviser | 36% | 0.13% | The Vanguard Group, Inc. |
| 5 | iShares Morningstar Mid-Cap Value ETF · IMCV cheaper diff. adviser | 35% | 0.06% | BlackRock Fund Advisors |
| 6 | Fidelity Mid Cap Value Index Fund · FIMVX cheaper diff. adviser | 35% | 0.05% | Fidelity Management & Research Company LLC |
| 7 | iShares Morningstar Small-Cap Value ETF · ISCV cheaper diff. adviser | 35% | 0.06% | BlackRock Fund Advisors |
| 8 | iShares Russell Mid-Cap Value ETF · IWS cheaper diff. adviser | 34% | 0.23% | BlackRock Fund Advisors |
| 9 | Xtrackers Russell US Multifactor ETF · DEUS cheaper diff. adviser | 34% | 0.17% | DBX Advisors LLC |
| 10 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO cheaper diff. adviser | 34% | 0.20% | SSGA Funds Management, Inc. |
| 11 | JPMorgan U.S. Value Factor ETF · JVAL cheaper diff. adviser | 33% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 12 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 33% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 13 | Dimensional VA U.S. Targeted Value Portfolio cheaper diff. adviser | 33% | 0.29% | DIMENSIONAL FUND ADVISORS LP |
| 14 | Calvert U.S. Large Cap Value Responsible Index Fund · CFJAX, CFJIX, CLVRX cheaper diff. adviser | 33% | 0.19% | Calvert Research and Management |
| 15 | Avantis U.S. Mid Cap Equity ETF · AVMC cheaper | 32% | 0.18% | — |
| 16 | VictoryShares US 500 Volatility Wtd ETF · CFA cheaper diff. adviser | 32% | 0.35% | Victory Capital Management Inc. |
| 17 | U.S. Targeted Value Portfolio · DFFVX cheaper diff. adviser | 32% | 0.00% | DIMENSIONAL FUND ADVISORS LP |
| 18 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF · ONEV cheaper diff. adviser | 32% | 0.20% | SSGA Funds Management, Inc. |
| 19 | VictoryShares US 500 Enhanced Volatility Wtd ETF · CFO cheaper diff. adviser | 32% | 0.35% | Victory Capital Management Inc. |
| 20 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF · VLU cheaper diff. adviser | 32% | 0.12% | SSGA Funds Management, Inc. |
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