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 | Total Market Plus Equity Portfolio · GTTMX, GTTLX | 39% | 1.49% | Glenmede Investment Management LP |
| 2 | Disciplined U.S. Value Equity Portfolio · GQLVX | 36% | 0.85% | Glenmede Investment Management LP |
| 3 | Long/Short Equity Portfolio · GTAPX, GTLSX | 30% | 2.34% | Glenmede Investment Management LP |
| 4 | Disciplined U.S. Growth Equity Portfolio · GTLLX, GTILX cheaper | 29% | 0.65% | Glenmede Investment Management LP |
| 5 | Gotham Large Value Fund · GVALX diff. adviser | 28% | 0.75% | Gotham Asset Management, LLC |
| 6 | iShares MSCI USA Value Factor ETF · VLUE cheaper diff. adviser | 25% | 0.15% | BlackRock Fund Advisors |
| 7 | AVIP BlackRock Advantage Large Cap Value Portfolio diff. adviser | 25% | 0.74% | CONSTELLATION INVESTMENTS INC |
| 8 | Virtus Terranova U.S. Quality Momentum ETF · JOET cheaper diff. adviser | 24% | 0.29% | Virtus Investment Advisers, LLC |
| 9 | CornerCap Fundametrics Large-Cap ETF · FUNL cheaper diff. adviser | 24% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 10 | SA Franklin Systematic U.S. Large Cap Value Portfolio cheaper diff. adviser | 24% | 0.64% | SunAmerica Asset Management, LLC |
| 11 | LSV Disciplined Value ETF · LSVD cheaper diff. adviser | 24% | 0.40% | LSV Asset Management |
| 12 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 23% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 13 | First Trust Active Factor Large Cap ETF · AFLG cheaper diff. adviser | 23% | 0.55% | First Trust Advisors L.P. |
| 14 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper diff. adviser | 23% | 0.35% | LSV Asset Management |
| 15 | PGIM Quant Solutions Large-Cap Value Fund · SUVAX, SUVCX, SUVZX, PRVRX, SUVQX diff. adviser | 23% | 0.79% | PGIM INVESTMENTS LLC |
| 16 | LSV Value Equity Fund · LSVEX, LVAEX diff. adviser | 23% | 0.67% | LSV Asset Management |
| 17 | Victory Value Fund · UVALX, UIVAX diff. adviser | 22% | 0.91% | Victory Capital Management Inc. |
| 18 | Gotham Enhanced S&P 500 Index Fund · GSPFX cheaper diff. adviser | 22% | 0.50% | Gotham Asset Management, LLC |
| 19 | U.S. Socially Responsible Fund · VSRDX cheaper diff. adviser | 22% | 0.35% | The Variable Annuity Life Insurance Company |
| 20 | JPMorgan U.S. Value Factor ETF · JVAL cheaper diff. adviser | 22% | 0.12% | J.P. Morgan Investment Management, Inc. |
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