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 | 94% | 0.00% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Value Discovery Fund · FVDFX, FVDKX, FVDOX, FVDNX, FVDJX, FVDLX, FVDMX cheaper | 94% | 0.40% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Value Discovery K6 Fund · FDVKX cheaper | 92% | 0.45% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Advisor Equity Value Fund · FAVAX, FAVCX, FAVTX, FAIVX, FAEVX cheaper | 78% | 0.55% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Fundamental Large Cap Value ETF · FFLV cheaper | 52% | 0.38% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Advisor Value Leaders Fund · FVLAX, FVLCX, FVLTX, FVLIX | 47% | 0.90% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Blue Chip Value Fund · FBCVX, FFVLX, FFVMX, FFVOX, FFVPX, FFVKX cheaper | 45% | 0.47% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Equity Dividend Income Fund · FEQTX, FETKX, FIAWX, FIAVX, FIAOX, FIAQX, FIAPX cheaper | 40% | 0.45% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Stock Selector Large Cap Value Fund · FSLVX, FLUIX, FLUAX, FLUEX, FLUTX, FSCZX | 39% | 0.71% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Series Stock Selector Large Cap Value Fund · FBLEX cheaper | 39% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 38% | 0.20% | BlackRock Fund Advisors |
| 12 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 37% | 0.43% | Voya Investments, LLC |
| 13 | Fidelity Equity-Income K6 Fund · FEKFX cheaper | 36% | 0.34% | Fidelity Management & Research Company LLC |
| 14 | Fidelity Equity-Income Fund · FEQIX, FEIKX, FIOMX, FINQX, FINHX, FINYX, FIOPX cheaper | 36% | 0.44% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Fundamental Large Cap Core ETF · FFLC cheaper | 35% | 0.38% | Fidelity Management & Research Company LLC |
| 16 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 35% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 17 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 35% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 18 | VIP Equity-Income Portfolio cheaper | 35% | 0.47% | Fidelity Management & Research Company LLC |
| 19 | SA U.S. Value Fund diff. adviser | 34% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 20 | Dimensional US Large Cap Value ETF · DFLV cheaper diff. adviser | 33% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
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