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 | First Trust Large Cap Core AlphaDEX Fund · FEX cheaper | 54% | 0.57% | First Trust Advisors L.P. |
| 2 | iShares Morningstar Mid-Cap Value ETF · IMCV cheaper diff. adviser | 50% | 0.06% | BlackRock Fund Advisors |
| 3 | First Trust Multi Cap Value AlphaDEX Fund · FAB | 49% | 0.66% | First Trust Advisors L.P. |
| 4 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper diff. adviser | 44% | 0.05% | The Vanguard Group, Inc. |
| 5 | First Trust Lunt U.S. Factor Rotation ETF · FCTR | 43% | 0.65% | First Trust Advisors L.P. |
| 6 | S&P 500 Pure Value Fund · RYZAX, RYLVX, RYVVX diff. adviser | 43% | 1.55% | Security Investors, LLC |
| 7 | S&P 500 Pure Value Fund diff. adviser | 43% | 1.64% | Security Investors, LLC |
| 8 | Point Bridge America First ETF · MAGA diff. adviser | 39% | 0.72% | Point Bridge Capital, LLC |
| 9 | Invesco S&P 500 Pure Value ETF · RPV cheaper diff. adviser | 39% | 0.35% | Invesco Capital Management LLC |
| 10 | SA U.S. Value Fund diff. adviser | 38% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 11 | Invesco S&P 500 Value with Momentum ETF · SPVM cheaper diff. adviser | 38% | 0.39% | Invesco Capital Management LLC |
| 12 | VictoryShares US Value Momentum ETF · ULVM cheaper diff. adviser | 37% | 0.20% | Victory Capital Management Inc. |
| 13 | Dimensional VA U.S. Large Value Portfolio cheaper diff. adviser | 37% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 14 | THE U.S. LARGE CAP VALUE SERIES diff. adviser | 37% | — | DIMENSIONAL FUND ADVISORS LP |
| 15 | VictoryShares US 500 Volatility Wtd ETF · CFA cheaper diff. adviser | 36% | 0.35% | Victory Capital Management Inc. |
| 16 | VictoryShares US 500 Enhanced Volatility Wtd ETF · CFO cheaper diff. adviser | 36% | 0.35% | Victory Capital Management Inc. |
| 17 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 36% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 18 | iShares Morningstar Mid-Cap ETF · IMCB cheaper diff. adviser | 35% | 0.04% | BlackRock Fund Advisors |
| 19 | Calvert U.S. Large Cap Value Responsible Index Fund · CFJAX, CFJIX, CLVRX cheaper diff. adviser | 35% | 0.19% | Calvert Research and Management |
| 20 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 35% | 0.11% | Fidelity Management & Research Company LLC |
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