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 | Gotham Large Value Fund · GVALX diff. adviser | 39% | 0.75% | Gotham Asset Management, LLC |
| 2 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 38% | 0.25% | Invesco Capital Management LLC |
| 3 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX cheaper diff. adviser | 38% | 0.48% | Voya Investments, LLC |
| 4 | Gotham Enhanced 500 Plus Fund · GEFPX diff. adviser | 38% | 2.02% | Gotham Asset Management, LLC |
| 5 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 38% | 0.28% | WisdomTree Asset Management, Inc. |
| 6 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 37% | 0.20% | BlackRock Fund Advisors |
| 7 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 37% | 0.43% | Voya Investments, LLC |
| 8 | Disciplined Value Series · MNDFX, MDFSX, MDVZX, MDVWX cheaper diff. adviser | 36% | 0.16% | Manning & Napier Advisors, LLC |
| 9 | SA U.S. Value Fund diff. adviser | 36% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 10 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 36% | 0.04% | BlackRock Fund Advisors |
| 11 | LVIP American Century Disciplined Core Value Fund diff. adviser | 36% | 0.61% | Lincoln Financial Investments Corporation |
| 12 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 36% | 0.03% | The Vanguard Group, Inc. |
| 13 | Victory Income Stock Fund · USISX, UIISX diff. adviser | 36% | 0.75% | Victory Capital Management Inc. |
| 14 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 36% | 0.98% | HORIZON INVESTMENTS LLC. |
| 15 | Schwab Fundamental U.S. Large Company ETF · FNDX cheaper diff. adviser | 36% | 0.25% | Charles Schwab Investment Management, Inc. |
| 16 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 36% | 0.28% | WisdomTree Asset Management, Inc. |
| 17 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX cheaper diff. adviser | 35% | 0.25% | Charles Schwab Investment Management, Inc. |
| 18 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 35% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 19 | THE U.S. LARGE CAP VALUE SERIES diff. adviser | 35% | — | DIMENSIONAL FUND ADVISORS LP |
| 20 | Multi-Manager Value Strategies Fund · CZMVX diff. adviser | 35% | 0.61% | Columbia Management Investment Advisers, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.