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 | Goldman Sachs Variable Insurance Trust Large Cap Value Fund | 51% | 0.70% | Goldman Sachs Asset Management, L.P. |
| 2 | Goldman Sachs Large Cap Value Fund · GSLIX, GSVSX, GSLAX, GSVCX, GSVRX, GSVTX, GSVUX, GMYPX | 49% | 0.69% | Goldman Sachs Asset Management, L.P. |
| 3 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 47% | 0.54% | Columbia Management Investment Advisers, LLC |
| 4 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 43% | 0.05% | The Vanguard Group, Inc. |
| 5 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 42% | 0.20% | BlackRock Fund Advisors |
| 6 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 42% | 0.43% | Voya Investments, LLC |
| 7 | Zacks Dividend Fund · ZDIVX, ZDIIX diff. adviser | 40% | 1.06% | Zacks Investment Management, Inc. |
| 8 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 38% | 0.08% | BlackRock Fund Advisors |
| 9 | Schwab Dividend Equity Fund · SWDSX diff. adviser | 38% | 0.89% | Charles Schwab Investment Management, Inc. |
| 10 | JNL/Invesco Diversified Dividend Fund diff. adviser | 38% | 0.68% | Jackson National Asset Management, LLC |
| 11 | Goldman Sachs Enhanced U.S. Equity ETF · GUSE cheaper | 38% | 0.30% | — |
| 12 | Praxis Impact Large Cap Value ETF · PRXV cheaper diff. adviser | 37% | 0.36% | Everence Capital Management, Inc. |
| 13 | VIP Equity-Income Portfolio cheaper diff. adviser | 37% | 0.47% | Fidelity Management & Research Company LLC |
| 14 | Fidelity Equity-Income K6 Fund · FEKFX cheaper diff. adviser | 37% | 0.34% | Fidelity Management & Research Company LLC |
| 15 | Fidelity Equity-Income Fund · FEQIX, FEIKX, FIOMX, FINQX, FINHX, FINYX, FIOPX cheaper diff. adviser | 37% | 0.44% | Fidelity Management & Research Company LLC |
| 16 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 37% | 0.28% | WisdomTree Asset Management, Inc. |
| 17 | Goldman Sachs Value Opportunities ETF · GVLE cheaper | 36% | 0.45% | — |
| 18 | Nuveen Life Large Cap Value Fund · TLLVX cheaper diff. adviser | 36% | 0.52% | Teachers Advisors, LLC |
| 19 | Goldman Sachs Large Cap Equity Fund · GSPIX, GSPSX, GSCGX, GSPCX, GSPRX, GSPTX, GSPUX, GGGPX | 36% | 0.69% | Goldman Sachs Asset Management, L.P. |
| 20 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 36% | 0.04% | The Vanguard Group, Inc. |
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