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 Fundamental Large Cap Value ETF · FFLV cheaper | 46% | 0.38% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Blue Chip Value ETF · FBCV | 45% | 0.57% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Value Discovery K6 Fund · FDVKX cheaper | 45% | 0.45% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Series Value Discovery Fund · FNKLX cheaper | 45% | 0.00% | Fidelity Management & Research Company LLC |
| 5 | Fidelity Value Discovery Fund · FVDFX, FVDKX, FVDOX, FVDNX, FVDJX, FVDLX, FVDMX cheaper | 45% | 0.40% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Advisor Value Leaders Fund · FVLAX, FVLCX, FVLTX, FVLIX | 44% | 0.90% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Advisor Equity Value Fund · FAVAX, FAVCX, FAVTX, FAIVX, FAEVX | 43% | 0.55% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Series Stock Selector Large Cap Value Fund · FBLEX cheaper | 35% | 0.00% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Stock Selector Large Cap Value Fund · FSLVX, FLUIX, FLUAX, FLUEX, FLUTX, FSCZX | 35% | 0.71% | Fidelity Management & Research Company LLC |
| 10 | VIP Value Portfolio | 32% | 0.60% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Equity Dividend Income Fund · FEQTX, FETKX, FIAWX, FIAVX, FIAOX, FIAQX, FIAPX cheaper | 32% | 0.45% | Fidelity Management & Research Company LLC |
| 12 | Transamerica Large Value Active ETF | 32% | — | — |
| 13 | JNL/JPMorgan U.S. Value Fund diff. adviser | 32% | 0.58% | Jackson National Asset Management, LLC |
| 14 | JPMorgan U.S. Value Fund · VGIIX, VGRIX, VGICX, VGRTX, VGIFX, VGINX, JGAVX, JGRUX cheaper diff. adviser | 32% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 15 | Fidelity Fundamental Large Cap Core ETF · FFLC cheaper | 31% | 0.38% | Fidelity Management & Research Company LLC |
| 16 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 31% | 0.20% | BlackRock Fund Advisors |
| 17 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 31% | 0.43% | Voya Investments, LLC |
| 18 | Domestic Equity Portfolio diff. adviser | 31% | 0.50% | Mason Street Advisors, LLC |
| 19 | Value Portfolio diff. adviser | 31% | 0.66% | Pacific Life Fund Advisors LLC |
| 20 | Putnam Large Cap Value Fund · PEYAX, PEQNX, PEQCX, PEQRX, PEIYX diff. adviser | 30% | 0.52% | Putnam Investment Management, LLC |
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