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 Equity-Income K6 Fund · FEKFX cheaper | 99% | 0.34% | Fidelity Management & Research Company LLC |
| 2 | VIP Equity-Income Portfolio | 94% | 0.47% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Global Equity Income Fund · FGILX, FGEHX, FGEKX, FGEEX, FGEGX, FGEJX | 55% | 0.82% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Strategic Dividend and Income Fund · FSDIX, FASDX, FCSDX, FTSDX, FSIDX, FIQWX | 48% | 0.55% | Fidelity Management & Research Company LLC |
| 5 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX diff. adviser | 45% | 0.54% | Columbia Management Investment Advisers, LLC |
| 6 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 43% | 0.20% | BlackRock Fund Advisors |
| 7 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 42% | 0.43% | Voya Investments, LLC |
| 8 | Fidelity Fundamental Large Cap Value ETF · FFLV cheaper | 41% | 0.38% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Series Stock Selector Large Cap Value Fund · FBLEX cheaper | 41% | 0.00% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Stock Selector Large Cap Value Fund · FSLVX, FLUIX, FLUAX, FLUEX, FLUTX, FSCZX | 41% | 0.71% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Equity Dividend Income Fund · FEQTX, FETKX, FIAWX, FIAVX, FIAOX, FIAQX, FIAPX | 40% | 0.45% | Fidelity Management & Research Company LLC |
| 12 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 39% | 0.28% | WisdomTree Asset Management, Inc. |
| 13 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 39% | 0.05% | The Vanguard Group, Inc. |
| 14 | Optimum Large Cap Value Fund · OALVX, OCLVX, OILVX diff. adviser | 38% | 0.92% | Macquarie Investment Management Business Trust |
| 15 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 38% | 0.98% | HORIZON INVESTMENTS LLC. |
| 16 | Fidelity Value Discovery K6 Fund · FDVKX | 38% | 0.45% | Fidelity Management & Research Company LLC |
| 17 | Fidelity Advisor Equity Value Fund · FAVAX, FAVCX, FAVTX, FAIVX, FAEVX | 37% | 0.55% | Fidelity Management & Research Company LLC |
| 18 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 37% | 0.08% | BlackRock Fund Advisors |
| 19 | Fidelity Value Discovery Fund · FVDFX, FVDKX, FVDOX, FVDNX, FVDJX, FVDLX, FVDMX cheaper | 37% | 0.40% | Fidelity Management & Research Company LLC |
| 20 | Goldman Sachs Equity Income Fund · GSIIX, GSGSX, GSGRX, GSGCX, GRGRX, GRGTX, GRGUX, GABPX diff. adviser | 37% | 0.68% | Goldman Sachs Asset Management, L.P. |
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