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 | EQ/Large Cap Value Index Portfolio diff. adviser | 61% | 0.49% | Equitable Investment Management Group, LLC |
| 2 | Fidelity Series Large Cap Value Index Fund · FIOOX cheaper | 61% | 0.00% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Large Cap Value Index Fund · FLCOX cheaper | 61% | 0.03% | Fidelity Management & Research Company LLC |
| 4 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS cheaper diff. adviser | 61% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 5 | PD Large-Cap Value Index Portfolio cheaper diff. adviser | 60% | 0.17% | Pacific Life Fund Advisors LLC |
| 6 | Schwab U.S. Large-Cap Value Index Fund · SWLVX cheaper diff. adviser | 60% | 0.03% | Charles Schwab Investment Management, Inc. |
| 7 | AZL Russell 1000 Value Index Fund diff. adviser | 58% | 0.42% | Allianz Investment Management LLC |
| 8 | Global Atlantic BlackRock Disciplined Value Portfolio diff. adviser | 58% | 0.57% | Global Atlantic Investment Advisors, LLC |
| 9 | iShares Russell Top 200 Value ETF · IWX diff. adviser | 58% | 0.20% | BlackRock Fund Advisors |
| 10 | iShares Russell 1000 Value ETF · IWD diff. adviser | 58% | 0.18% | BlackRock Fund Advisors |
| 11 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX diff. adviser | 58% | 0.43% | Voya Investments, LLC |
| 12 | VANGUARD RUSSELL 1000 VALUE INDEX FUND · VRVIX, VONV cheaper diff. adviser | 58% | 0.05% | The Vanguard Group, Inc. |
| 13 | Nuveen Large Cap Value Index Fund · TILVX, TRCVX, THCVX, THCWX cheaper diff. adviser | 58% | 0.00% | Teachers Advisors, LLC |
| 14 | Fidelity Enhanced Large Cap Core ETF · FELC | 57% | 0.18% | Fidelity Management & Research Company LLC |
| 15 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 54% | 0.04% | BlackRock Fund Advisors |
| 16 | BlackRock Advantage Large Cap Value V.I. Fund diff. adviser | 54% | 0.60% | BlackRock Advisors, LLC |
| 17 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 54% | 0.03% | The Vanguard Group, Inc. |
| 18 | Value Equity Index Fund · GVIZX, GVIYX diff. adviser | 54% | 0.25% | GuideStone Capital Management, LLC |
| 19 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 53% | 0.04% | Charles Schwab Investment Management, Inc. |
| 20 | BlackRock Advantage Large Cap Value Fund diff. adviser | 53% | 0.49% | BlackRock Advisors, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.