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 | 43% | 0.58% | First Trust Advisors L.P. |
| 2 | S&P 500 Pure Value Fund · RYZAX, RYLVX, RYVVX diff. adviser | 40% | 1.55% | Security Investors, LLC |
| 3 | S&P 500 Pure Value Fund diff. adviser | 40% | 1.64% | Security Investors, LLC |
| 4 | iShares Morningstar Mid-Cap Value ETF · IMCV cheaper diff. adviser | 40% | 0.06% | BlackRock Fund Advisors |
| 5 | Invesco S&P 500 Pure Value ETF · RPV cheaper diff. adviser | 36% | 0.35% | Invesco Capital Management LLC |
| 6 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper diff. adviser | 35% | 0.05% | The Vanguard Group, Inc. |
| 7 | Point Bridge America First ETF · MAGA diff. adviser | 34% | 0.72% | Point Bridge Capital, LLC |
| 8 | First Trust Large Cap Core AlphaDEX Fund · FEX cheaper | 34% | 0.57% | First Trust Advisors L.P. |
| 9 | SA U.S. Value Fund diff. adviser | 33% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 10 | Stratified LargeCap Index ETF · SSPY cheaper diff. adviser | 33% | 0.45% | Exchange Traded Concepts, LLC |
| 11 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 33% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 12 | Praxis Impact Large Cap Value ETF · PRXV cheaper diff. adviser | 33% | 0.36% | Everence Capital Management, Inc. |
| 13 | Xtrackers S&P 500 Diversified Sector Weight ETF · SPXD cheaper diff. adviser | 32% | 0.09% | DBX Advisors LLC |
| 14 | iShares Morningstar Mid-Cap ETF · IMCB cheaper diff. adviser | 32% | 0.04% | BlackRock Fund Advisors |
| 15 | Calvert U.S. Large Cap Value Responsible Index Fund · CFJAX, CFJIX, CLVRX cheaper diff. adviser | 32% | 0.19% | Calvert Research and Management |
| 16 | MID-CAP INDEX PORTFOLIO cheaper diff. adviser | 32% | 0.17% | The Vanguard Group, Inc. |
| 17 | VANGUARD MID-CAP INDEX FUND · VIMSX, VIMAX, VMCIX, VO, VMCPX cheaper diff. adviser | 32% | 0.02% | The Vanguard Group, Inc. |
| 18 | Dimensional VA U.S. Large Value Portfolio cheaper diff. adviser | 32% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 19 | THE U.S. LARGE CAP VALUE SERIES diff. adviser | 31% | — | DIMENSIONAL FUND ADVISORS LP |
| 20 | Schwab Fundamental U.S. Large Company ETF · FNDX cheaper diff. adviser | 31% | 0.25% | Charles Schwab Investment Management, Inc. |
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