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 ETF · FLCV cheaper | 74% | 0.32% | Federated Advisory Services Company, Federated MDTA LLC |
| 2 | Federated Hermes MDT All Cap Core Fund · QAACX, QCACX, QIACX, QKACX | 53% | 0.74% | — |
| 3 | Federated Hermes MDT Large Cap Core ETF · FLCC cheaper | 49% | 0.29% | Federated Advisory Services Company, Federated MDTA LLC |
| 4 | Federated Hermes MDT Market Neutral Fund · QQMNX, QAMNX | 44% | 2.11% | Federated Advisory Services Company, Federated MDTA LLC |
| 5 | SA Franklin Systematic U.S. Large Cap Value Portfolio cheaper diff. adviser | 38% | 0.64% | SunAmerica Asset Management, LLC |
| 6 | Fidelity Enhanced Large Cap Value ETF · FELV cheaper diff. adviser | 36% | 0.18% | Fidelity Management & Research Company LLC |
| 7 | iShares ESG Aware MSCI USA Value ETF · EVUS cheaper diff. adviser | 35% | 0.18% | BlackRock Fund Advisors |
| 8 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 35% | 0.20% | BlackRock Fund Advisors |
| 9 | Impact Shares Naacp Minority Empowerment ETF · NACP cheaper diff. adviser | 35% | 0.49% | Tidal Investments LLC |
| 10 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 35% | 0.43% | Voya Investments, LLC |
| 11 | Global Atlantic BlackRock Disciplined Value Portfolio cheaper diff. adviser | 35% | 0.57% | Global Atlantic Investment Advisors, LLC |
| 12 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 34% | 0.03% | The Vanguard Group, Inc. |
| 13 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 34% | 0.98% | HORIZON INVESTMENTS LLC. |
| 14 | BlackRock Advantage Large Cap Value Fund cheaper diff. adviser | 34% | 0.49% | BlackRock Advisors, LLC |
| 15 | Schwab U.S. Large-Cap Value Index Fund · SWLVX cheaper diff. adviser | 34% | 0.03% | Charles Schwab Investment Management, Inc. |
| 16 | Fidelity Large Cap Value Index Fund · FLCOX cheaper diff. adviser | 34% | 0.03% | Fidelity Management & Research Company LLC |
| 17 | PGIM Quant Solutions Large-Cap Value Fund · SUVAX, SUVCX, SUVZX, PRVRX, SUVQX diff. adviser | 34% | 0.79% | PGIM INVESTMENTS LLC |
| 18 | BlackRock Advantage Large Cap Value V.I. Fund cheaper diff. adviser | 34% | 0.60% | BlackRock Advisors, LLC |
| 19 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS cheaper diff. adviser | 33% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 20 | Fidelity Series Large Cap Value Index Fund · FIOOX cheaper diff. adviser | 33% | 0.00% | Fidelity Management & Research Company LLC |
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