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 Series Stock Selector Large Cap Value Fund · FBLEX cheaper | 99% | 0.00% | Fidelity Management & Research Company LLC |
| 2 | Fidelity Fundamental Large Cap Value ETF · FFLV cheaper | 49% | 0.38% | Fidelity Management & Research Company LLC |
| 3 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 45% | 0.20% | BlackRock Fund Advisors |
| 4 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 45% | 0.43% | Voya Investments, LLC |
| 5 | T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund · TQMVX, TQVAX, TQVIX cheaper diff. adviser | 41% | 0.53% | T. Rowe Price Associates, Inc. |
| 6 | Fidelity Equity-Income K6 Fund · FEKFX cheaper | 41% | 0.34% | Fidelity Management & Research Company LLC |
| 7 | Fidelity Equity-Income Fund · FEQIX, FEIKX, FIOMX, FINQX, FINHX, FINYX, FIOPX cheaper | 41% | 0.44% | Fidelity Management & Research Company LLC |
| 8 | PD Large-Cap Value Index Portfolio cheaper diff. adviser | 41% | 0.17% | Pacific Life Fund Advisors LLC |
| 9 | Fidelity Series Large Cap Value Index Fund · FIOOX cheaper | 40% | 0.00% | Fidelity Management & Research Company LLC |
| 10 | Schwab U.S. Large-Cap Value Index Fund · SWLVX cheaper diff. adviser | 40% | 0.03% | Charles Schwab Investment Management, Inc. |
| 11 | Fidelity Large Cap Value Index Fund · FLCOX cheaper | 40% | 0.03% | Fidelity Management & Research Company LLC |
| 12 | EQ/Large Cap Value Index Portfolio cheaper diff. adviser | 40% | 0.49% | Equitable Investment Management Group, LLC |
| 13 | Fidelity Value Discovery K6 Fund · FDVKX cheaper | 40% | 0.45% | Fidelity Management & Research Company LLC |
| 14 | Global Atlantic BlackRock Disciplined Value Portfolio cheaper diff. adviser | 40% | 0.57% | Global Atlantic Investment Advisors, LLC |
| 15 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS cheaper diff. adviser | 40% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 16 | Fidelity Series Value Discovery Fund · FNKLX cheaper | 40% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | Fidelity Value Discovery Fund · FVDFX, FVDKX, FVDOX, FVDNX, FVDJX, FVDLX, FVDMX cheaper | 40% | 0.40% | Fidelity Management & Research Company LLC |
| 18 | VIP Equity-Income Portfolio cheaper | 39% | 0.47% | Fidelity Management & Research Company LLC |
| 19 | Fidelity Blue Chip Value ETF · FBCV cheaper | 39% | 0.57% | Fidelity Management & Research Company LLC |
| 20 | Fidelity Fundamental Large Cap Core ETF · FFLC cheaper | 39% | 0.38% | Fidelity Management & Research Company LLC |
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