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 | GMO U.S. Value ETF · GMOV | 99% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 2 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 50% | 0.11% | Fidelity Management & Research Company LLC |
| 3 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 48% | 0.70% | SunAmerica Asset Management, LLC |
| 4 | SA U.S. Value Fund diff. adviser | 46% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 5 | MML Equity Fund diff. adviser | 46% | 0.43% | MML Investment Advisers, LLC |
| 6 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX diff. adviser | 46% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | M Large Cap Value Fund · MBOVX diff. adviser | 46% | 0.63% | M Financial Investment Advisers, Inc. |
| 8 | MassMutual Diversified Value Fund · MDDAX, MDDLX, MDVNX, MDVSX, MDVYX, MDDIX, MDDRX, MMNBX diff. adviser | 46% | 0.60% | MML Investment Advisers, LLC |
| 9 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 44% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 10 | GMO U.S. Equity Fund · GMUEX, GMRTX, GMEQX, GMCQX, GMTMX | 44% | 0.40% | Grantham Mayo van Otterloo & Co LLC |
| 11 | Pacer Lunt Large Cap Multi-Factor Alternator ETF · PALC diff. adviser | 43% | 0.60% | Pacer Advisors, Inc. |
| 12 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 43% | 0.05% | BlackRock Fund Advisors |
| 13 | THE U.S. LARGE CAP VALUE SERIES diff. adviser | 42% | — | DIMENSIONAL FUND ADVISORS LP |
| 14 | Dimensional US Large Cap Value ETF · DFLV cheaper diff. adviser | 42% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 15 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper diff. adviser | 41% | 0.35% | LSV Asset Management |
| 16 | Dimensional VA U.S. Large Value Portfolio cheaper diff. adviser | 41% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 17 | Disciplined Value Series · MNDFX, MDFSX, MDVZX, MDVWX cheaper diff. adviser | 41% | 0.16% | Manning & Napier Advisors, LLC |
| 18 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 40% | 0.20% | BlackRock Fund Advisors |
| 19 | PIMCO RAFI ESG U.S. ETF · RAFE cheaper diff. adviser | 40% | 0.29% | Pacific Investment Management Company LLC |
| 20 | Horizon Dividend Income ETF · DIVN diff. adviser | 40% | 0.70% | HORIZON INVESTMENTS LLC. |
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