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 | Federated Hermes MDT Large Cap Value Fund · FSTRX, QCLVX, QRLVX, FSTLX, FMSTX, FSTKX | 74% | 0.70% | Federated Advisory Services Company, Federated MDTA LLC |
| 2 | Federated Hermes MDT Large Cap Core ETF · FLCC cheaper | 53% | 0.29% | Federated Advisory Services Company, Federated MDTA LLC |
| 3 | Federated Hermes MDT All Cap Core Fund · QAACX, QCACX, QIACX, QKACX | 45% | 0.74% | — |
| 4 | Federated Hermes MDT Market Neutral Fund · QQMNX, QAMNX | 41% | 2.11% | Federated Advisory Services Company, Federated MDTA LLC |
| 5 | SA Franklin Systematic U.S. Large Cap Value Portfolio diff. adviser | 33% | 0.64% | SunAmerica Asset Management, LLC |
| 6 | PGIM Quant Solutions Large-Cap Value Fund · SUVAX, SUVCX, SUVZX, PRVRX, SUVQX diff. adviser | 30% | 0.79% | PGIM INVESTMENTS LLC |
| 7 | Fidelity Enhanced Large Cap Value ETF · FELV cheaper diff. adviser | 30% | 0.18% | Fidelity Management & Research Company LLC |
| 8 | Impact Shares Women's Empowerment ETF · WOMN diff. adviser | 30% | 0.75% | Tidal Investments LLC |
| 9 | Federated Hermes MDT Balanced Fund · QABGX, QCBGX, QIBGX, QKBGX | 29% | 1.05% | — |
| 10 | LSV Conservative Value Equity Fund · LSVVX, LVAVX diff. adviser | 29% | 0.35% | LSV Asset Management |
| 11 | BlackRock Advantage Large Cap Value Fund diff. adviser | 28% | 0.49% | BlackRock Advisors, LLC |
| 12 | Steward Large Cap Value Fund · SJVCX, SJVRX, SJVIX, SJVAX diff. adviser | 28% | 0.75% | Crossmark Global Investments, Inc. |
| 13 | iShares ESG Aware MSCI USA Value ETF · EVUS cheaper diff. adviser | 28% | 0.18% | BlackRock Fund Advisors |
| 14 | Impact Shares Naacp Minority Empowerment ETF · NACP diff. adviser | 28% | 0.49% | Tidal Investments LLC |
| 15 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 28% | 0.20% | BlackRock Fund Advisors |
| 16 | Global Atlantic BlackRock Disciplined Value Portfolio diff. adviser | 28% | 0.57% | Global Atlantic Investment Advisors, LLC |
| 17 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX diff. adviser | 28% | 0.43% | Voya Investments, LLC |
| 18 | AVIP BlackRock Advantage Large Cap Value Portfolio diff. adviser | 28% | 0.74% | CONSTELLATION INVESTMENTS INC |
| 19 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 27% | 0.98% | HORIZON INVESTMENTS LLC. |
| 20 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 27% | 0.03% | The Vanguard Group, Inc. |
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