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 Eagle US Equity ETF · USFE cheaper | 74% | 0.45% | — |
| 2 | First Eagle Global Fund · SGENX, SGIIX, FESGX, EARGX, EAGRX, FRGLX, FEGRX, FEGTX cheaper | 53% | 0.78% | First Eagle Investment Management, LLC |
| 3 | First Eagle Global Equity ETF · FEGE cheaper | 46% | 0.50% | — |
| 4 | First Eagle Rising Dividend Fund · FEAFX, FEAMX, FEFAX, FEAIX, EARFX, EAFRX, FERFX, FEFRX, FEFTX cheaper | 36% | 0.65% | First Eagle Investment Management, LLC |
| 5 | First Eagle Global Income Builder Fund · FEBAX, FEBCX, FEBIX, FBRRX, FIBRX, EABRX, FEBRX, FEITX | 31% | 0.84% | First Eagle Investment Management, LLC |
| 6 | Touchstone Variable Series Trust-Touchstone Common Stock Fund cheaper diff. adviser | 24% | 0.73% | Touchstone Advisors, Inc. |
| 7 | Touchstone Strategic Trust-Touchstone Large Cap Focused Fund · SENCX, SCSCX, SICWX, SCRLX, TSRLX cheaper diff. adviser | 24% | 0.66% | Touchstone Advisors, Inc. |
| 8 | Touchstone ETF Trust-Touchstone US Large Cap Focused ETF · LCF cheaper diff. adviser | 24% | 0.56% | Touchstone Advisors, Inc. |
| 9 | Touchstone Strategic Trust-Touchstone Focused Fund · TFOAX, TFFCX, TFFIX, TFFYX diff. adviser | 24% | 0.84% | Touchstone Advisors, Inc. |
| 10 | Touchstone Variable Series Trust-Touchstone Balanced Fund cheaper diff. adviser | 20% | 0.79% | Touchstone Advisors, Inc. |
| 11 | Touchstone Strategic Trust-Touchstone Balanced Fund · SEBLX, SBACX, SIBLX, TBARX cheaper diff. adviser | 20% | 0.63% | Touchstone Advisors, Inc. |
| 12 | CTIVP - T. Rowe Price Large Cap Value Fund cheaper diff. adviser | 19% | 0.70% | Columbia Management Investment Advisers, LLC |
| 13 | T. Rowe Price Value ETF · TVAL cheaper diff. adviser | 19% | 0.33% | T. Rowe Price Associates, Inc. |
| 14 | T. Rowe Price Large-Cap Value Fund · TILCX, TRLUX cheaper diff. adviser | 18% | 0.56% | T. Rowe Price Associates, Inc. |
| 15 | iShares Large Cap Value Active ETF cheaper diff. adviser | 18% | 0.46% | BlackRock Fund Advisors |
| 16 | KOVITZ CORE EQUITY ETF · EQTY diff. adviser | 18% | 0.99% | Kovitz Investment Group Partners, LLC |
| 17 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX cheaper | 18% | 0.64% | — |
| 18 | T. Rowe Price Large Cap Value Portfolio cheaper diff. adviser | 18% | 0.53% | Brighthouse Investment Advisers, LLC |
| 19 | VY(R) T. ROWE PRICE EQUITY INCOME PORTFOLIO · ITEAX, ITEIX, IRPSX, ITETX cheaper diff. adviser | 18% | 0.61% | Voya Investments, LLC |
| 20 | BlackRock Equity Dividend Fund cheaper diff. adviser | 17% | 0.59% | BlackRock Advisors, LLC |
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