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 | Fidelity Series Value Discovery Fund · FNKLX cheaper | 80% | 0.00% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Value Discovery Fund · FVDFX, FVDKX, FVDOX, FVDNX, FVDJX, FVDLX, FVDMX cheaper | 80% | 0.40% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Value Discovery K6 Fund · FDVKX cheaper | 80% | 0.45% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Blue Chip Value ETF · FBCV | 78% | 0.57% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Advisor Value Leaders Fund · FVLAX, FVLCX, FVLTX, FVLIX | 49% | 0.90% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Fundamental Large Cap Value ETF · FFLV cheaper | 49% | 0.38% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Blue Chip Value Fund · FBCVX, FFVLX, FFVMX, FFVOX, FFVPX, FFVKX cheaper | 43% | 0.47% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Advisor Equity Income Fund · FEIAX, FEICX, FEIRX, EQPIX, FZAGX cheaper | 41% | 0.47% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Stock Selector Large Cap Value Fund · FSLVX, FLUIX, FLUAX, FLUEX, FLUTX, FSCZX | 38% | 0.71% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Series Stock Selector Large Cap Value Fund · FBLEX cheaper | 38% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Equity Dividend Income Fund · FEQTX, FETKX, FIAWX, FIAVX, FIAOX, FIAQX, FIAPX cheaper | 38% | 0.45% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Equity-Income K6 Fund · FEKFX cheaper | 37% | 0.34% | Fidelity Management & Research Company LLC |
| 13 | Fidelity Equity-Income Fund · FEQIX, FEIKX, FIOMX, FINQX, FINHX, FINYX, FIOPX cheaper | 37% | 0.44% | Fidelity Management & Research Company LLC |
| 14 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 36% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 15 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 36% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 16 | Dunham Large Cap Value Fund · DALVX, DCLVX, DNLVX diff. adviser | 33% | 1.17% | Dunham & Associates Investment Counsel, Inc. |
| 17 | THE U.S. LARGE CAP VALUE SERIES diff. adviser | 33% | — | DIMENSIONAL FUND ADVISORS LP |
| 18 | Fidelity Fundamental Large Cap Core ETF · FFLC cheaper | 32% | 0.38% | Fidelity Management & Research Company LLC |
| 19 | Dimensional VA U.S. Large Value Portfolio cheaper diff. adviser | 32% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 20 | CornerCap Fundametrics Large-Cap ETF · FUNL cheaper diff. adviser | 31% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
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