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 Large Cap Value Index Fund · FLCOX | 99% | 0.03% | Fidelity Management & Research Company LLC |
| 2 | Schwab U.S. Large-Cap Value Index Fund · SWLVX diff. adviser | 99% | 0.03% | Charles Schwab Investment Management, Inc. |
| 3 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS diff. adviser | 95% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 4 | EQ/Large Cap Value Index Portfolio diff. adviser | 94% | 0.49% | Equitable Investment Management Group, LLC |
| 5 | Nuveen Large Cap Value Index Fund · TILVX, TRCVX, THCVX, THCWX diff. adviser | 94% | 0.00% | Teachers Advisors, LLC |
| 6 | PD Large-Cap Value Index Portfolio diff. adviser | 93% | 0.17% | Pacific Life Fund Advisors LLC |
| 7 | VANGUARD RUSSELL 1000 VALUE INDEX FUND · VRVIX, VONV diff. adviser | 91% | 0.05% | The Vanguard Group, Inc. |
| 8 | AZL Russell 1000 Value Index Fund diff. adviser | 90% | 0.42% | Allianz Investment Management LLC |
| 9 | iShares Russell 1000 Value ETF · IWD diff. adviser | 89% | 0.18% | BlackRock Fund Advisors |
| 10 | Value Equity Index Fund · GVIZX, GVIYX diff. adviser | 80% | 0.25% | GuideStone Capital Management, LLC |
| 11 | Schwab U.S. Large-Cap Value ETF · SCHV diff. adviser | 75% | 0.04% | Charles Schwab Investment Management, Inc. |
| 12 | iShares Morningstar Value ETF · ILCV diff. adviser | 73% | 0.04% | BlackRock Fund Advisors |
| 13 | EQ/Large Cap Value Managed Volatility Portfolio diff. adviser | 72% | 0.62% | Equitable Investment Management Group, LLC |
| 14 | iShares Core S&P U.S. Value ETF · IUSV diff. adviser | 68% | 0.04% | BlackRock Fund Advisors |
| 15 | ProShares S&P 500 Ex-Technology ETF · SPXT diff. adviser | 68% | 0.09% | PROSHARE ADVISORS LLC |
| 16 | iShares Russell Top 200 Value ETF · IWX diff. adviser | 67% | 0.20% | BlackRock Fund Advisors |
| 17 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX diff. adviser | 67% | 0.43% | Voya Investments, LLC |
| 18 | Defiance Large Cap ex-Mag 7 ETF · XMAG | 67% | 0.35% | — |
| 19 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV diff. adviser | 67% | 0.03% | The Vanguard Group, Inc. |
| 20 | Global Atlantic BlackRock Disciplined Value Portfolio diff. adviser | 66% | 0.57% | Global Atlantic Investment Advisors, LLC |
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