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 | iShares MSCI USA Value Factor ETF · VLUE cheaper diff. adviser | 35% | 0.15% | BlackRock Fund Advisors |
| 2 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper diff. adviser | 34% | 0.35% | LSV Asset Management |
| 3 | LSV Value Equity Fund · LSVEX, LVAEX diff. adviser | 33% | 0.67% | LSV Asset Management |
| 4 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 32% | 0.11% | Fidelity Management & Research Company LLC |
| 5 | LSV Disciplined Value ETF · LSVD cheaper diff. adviser | 31% | 0.40% | LSV Asset Management |
| 6 | SA U.S. Value Fund diff. adviser | 31% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 7 | Fidelity Enhanced Large Cap Value ETF · FELV cheaper diff. adviser | 31% | 0.18% | Fidelity Management & Research Company LLC |
| 8 | GMO U.S. Value ETF · GMOV diff. adviser | 31% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 9 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 31% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 10 | Gotham Large Value Fund · GVALX diff. adviser | 30% | 0.75% | Gotham Asset Management, LLC |
| 11 | SA Franklin Systematic U.S. Large Cap Value Portfolio diff. adviser | 30% | 0.64% | SunAmerica Asset Management, LLC |
| 12 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX cheaper diff. adviser | 30% | 0.15% | DBX Advisors LLC |
| 13 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 30% | 0.25% | Invesco Capital Management LLC |
| 14 | Columbia Research Enhanced Value ETF · REVS cheaper diff. adviser | 30% | 0.19% | Columbia Management Investment Advisers, LLC |
| 15 | PGIM Quant Solutions Large-Cap Value Fund · SUVAX, SUVCX, SUVZX, PRVRX, SUVQX diff. adviser | 30% | 0.79% | PGIM INVESTMENTS LLC |
| 16 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX cheaper diff. adviser | 29% | 0.25% | Charles Schwab Investment Management, Inc. |
| 17 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 29% | 0.20% | BlackRock Fund Advisors |
| 18 | Schwab Fundamental U.S. Large Company ETF · FNDX cheaper diff. adviser | 29% | 0.25% | Charles Schwab Investment Management, Inc. |
| 19 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 29% | 0.43% | Voya Investments, LLC |
| 20 | Gotham Enhanced S&P 500 Index Fund · GSPFX diff. adviser | 29% | 0.50% | Gotham Asset Management, LLC |
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