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 | 43% | 0.38% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Value Discovery K6 Fund · FDVKX | 43% | 0.45% | Fidelity Management & Research Company LLC |
| 3 | Fidelity Value Discovery Fund · FVDFX, FVDKX, FVDOX, FVDNX, FVDJX, FVDLX, FVDMX cheaper | 42% | 0.40% | Fidelity Management & Research Company LLC |
| 4 | Fidelity Series Value Discovery Fund · FNKLX cheaper | 42% | 0.00% | Fidelity Management & Research Company LLC |
| 5 | VIP Equity-Income Portfolio | 41% | 0.47% | Fidelity Management & Research Company LLC |
| 6 | Fidelity Blue Chip Value ETF · FBCV | 40% | 0.57% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Equity-Income Fund · FEQIX, FEIKX, FIOMX, FINQX, FINHX, FINYX, FIOPX cheaper | 40% | 0.44% | Fidelity Management & Research Company LLC |
| 8 | Fidelity Equity-Income K6 Fund · FEKFX cheaper | 40% | 0.34% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Advisor Equity Value Fund · FAVAX, FAVCX, FAVTX, FAIVX, FAEVX | 38% | 0.55% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Series Stock Selector Large Cap Value Fund · FBLEX cheaper | 37% | 0.00% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Stock Selector Large Cap Value Fund · FSLVX, FLUIX, FLUAX, FLUEX, FLUTX, FSCZX | 36% | 0.71% | Fidelity Management & Research Company LLC |
| 12 | Fidelity Blue Chip Value Fund · FBCVX, FFVLX, FFVMX, FFVOX, FFVPX, FFVKX | 32% | 0.47% | Fidelity Management & Research Company LLC |
| 13 | GMO U.S. Value ETF · GMOV diff. adviser | 32% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 14 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 32% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 15 | Fidelity Fundamental Large Cap Core ETF · FFLC cheaper | 30% | 0.38% | Fidelity Management & Research Company LLC |
| 16 | VIP Growth and Income Portfolio · QGI2Q | 28% | 0.49% | Fidelity Management & Research Company LLC |
| 17 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 28% | 0.70% | SunAmerica Asset Management, LLC |
| 18 | VIP Value Portfolio | 27% | 0.60% | Fidelity Management & Research Company LLC |
| 19 | MML Equity Fund cheaper diff. adviser | 27% | 0.43% | MML Investment Advisers, LLC |
| 20 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX diff. adviser | 27% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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