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 | Fidelity Large Cap Value Index Fund · FLCOX cheaper diff. adviser | 73% | 0.03% | Fidelity Management & Research Company LLC |
| 2 | Schwab U.S. Large-Cap Value Index Fund · SWLVX cheaper diff. adviser | 73% | 0.03% | Charles Schwab Investment Management, Inc. |
| 3 | Fidelity Series Large Cap Value Index Fund · FIOOX cheaper diff. adviser | 73% | 0.00% | Fidelity Management & Research Company LLC |
| 4 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS diff. adviser | 72% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 5 | EQ/Large Cap Value Index Portfolio diff. adviser | 72% | 0.49% | Equitable Investment Management Group, LLC |
| 6 | iShares S&P 500 Value ETF · IVE | 71% | 0.18% | BlackRock Fund Advisors |
| 7 | PD Large-Cap Value Index Portfolio diff. adviser | 71% | 0.17% | Pacific Life Fund Advisors LLC |
| 8 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF · SPYV diff. adviser | 71% | 0.04% | SSGA Funds Management, Inc. |
| 9 | iShares Core S&P U.S. Value ETF · IUSV | 70% | 0.04% | BlackRock Fund Advisors |
| 10 | Nuveen Large Cap Value Index Fund · TILVX, TRCVX, THCVX, THCWX cheaper diff. adviser | 70% | 0.00% | Teachers Advisors, LLC |
| 11 | SA Large Cap Value Index Portfolio diff. adviser | 70% | 0.35% | SunAmerica Asset Management, LLC |
| 12 | iShares S&P 500 3% Capped ETF · TOPC | 69% | 0.09% | — |
| 13 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 69% | 0.98% | HORIZON INVESTMENTS LLC. |
| 14 | AZL Russell 1000 Value Index Fund diff. adviser | 69% | 0.42% | Allianz Investment Management LLC |
| 15 | VANGUARD RUSSELL 1000 VALUE INDEX FUND · VRVIX, VONV diff. adviser | 69% | 0.05% | The Vanguard Group, Inc. |
| 16 | iShares Russell 1000 Value ETF · IWD | 69% | 0.18% | BlackRock Fund Advisors |
| 17 | Tema S&P 500 Historical Weight ETF Strategy · DSPY | 68% | 0.18% | — |
| 18 | NEOS Boosted S&P 500(R) High Income ETF | 68% | — | — |
| 19 | Franklin U.S. Equity Index ETF · USPX cheaper diff. adviser | 68% | 0.03% | Franklin Advisory Services, LLC |
| 20 | Penn Series Index 500 Fund diff. adviser | 68% | 0.34% | Penn Mutual Asset Management, LLC |
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