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 | LSV Value Equity Fund · LSVEX, LVAEX cheaper diff. adviser | 43% | 0.67% | LSV Asset Management |
| 2 | Optimum Small-Mid Cap Value Fund · OASVX, OCSVX, OISVX diff. adviser | 36% | 1.24% | Macquarie Investment Management Business Trust |
| 3 | PGIM Quant Solutions Mid-Cap Value Fund · SPRAX, NCBVX, SPVZX, PMVQX, SDVRX, PMVEX, PMVFX cheaper diff. adviser | 30% | 0.73% | PGIM INVESTMENTS LLC |
| 4 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper diff. adviser | 29% | 0.35% | LSV Asset Management |
| 5 | First Trust Active Factor Mid Cap ETF · AFMC cheaper diff. adviser | 28% | 0.68% | First Trust Advisors L.P. |
| 6 | LSV Small Cap Value Fund · LSVQX, LVAQX diff. adviser | 28% | 0.83% | LSV Asset Management |
| 7 | LSV U.S. Managed Volatility Fund · LSVMX, LVAMX cheaper diff. adviser | 27% | 0.55% | LSV Asset Management |
| 8 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF · JPME cheaper diff. adviser | 25% | 0.24% | J.P. Morgan Investment Management, Inc. |
| 9 | Columbia Research Enhanced Mid Cap ETF · REMC cheaper | 25% | 0.32% | — |
| 10 | LSV Global Value Fund · LSVGX, LVAGX diff. adviser | 24% | 0.90% | LSV Asset Management |
| 11 | LSV Disciplined Value ETF · LSVD cheaper diff. adviser | 24% | 0.40% | LSV Asset Management |
| 12 | Mercer US Small/Mid Cap Equity Fund · MSCJX, MSCQX, MSCWX, MSCGX cheaper diff. adviser | 23% | 0.50% | Mercer Investments LLC |
| 13 | Cambria LargeCap Shareholder Yield ETF · LYLD cheaper diff. adviser | 23% | 0.59% | Cambria Investment Management, L.P. |
| 14 | Franklin U.S. Mid Cap Multifactor Index ETF · FLQM cheaper diff. adviser | 23% | 0.30% | Franklin Advisory Services, LLC |
| 15 | SIMT Large Cap Value Fund · SEUIX, TRMVX, SVAYX cheaper | 22% | 0.69% | — |
| 16 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF · ONEY cheaper diff. adviser | 22% | 0.20% | SSGA Funds Management, Inc. |
| 17 | Cambria Shareholder Yield ETF · SYLD cheaper diff. adviser | 22% | 0.59% | Cambria Investment Management, L.P. |
| 18 | First Trust Mid Cap Value AlphaDEX Fund · FNK cheaper diff. adviser | 22% | 0.74% | First Trust Advisors L.P. |
| 19 | VANGUARD STRATEGIC EQUITY FUND · VSEQX cheaper diff. adviser | 22% | 0.17% | The Vanguard Group, Inc. |
| 20 | AQR Large Cap Multi-Style Fund · QCELX, QCENX, QCERX diff. adviser | 22% | 0.78% | AQR Capital Management, LLc |
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