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 Conservative Value Equity Fund · LSVVX, LVAVX cheaper diff. adviser | 33% | 0.35% | LSV Asset Management |
| 2 | SA U.S. Value Fund cheaper diff. adviser | 32% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 3 | Dimensional US Large Cap Value ETF · DFLV cheaper diff. adviser | 32% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 4 | SA Franklin BW U.S. Large Cap Value Portfolio cheaper diff. adviser | 31% | 0.70% | SunAmerica Asset Management, LLC |
| 5 | THE U.S. LARGE CAP VALUE SERIES diff. adviser | 31% | — | DIMENSIONAL FUND ADVISORS LP |
| 6 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 30% | 0.05% | The Vanguard Group, Inc. |
| 7 | MML Equity Fund cheaper diff. adviser | 30% | 0.43% | MML Investment Advisers, LLC |
| 8 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX cheaper diff. adviser | 30% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | M Large Cap Value Fund · MBOVX cheaper diff. adviser | 30% | 0.63% | M Financial Investment Advisers, Inc. |
| 10 | MassMutual Diversified Value Fund · MDDAX, MDDLX, MDVNX, MDVSX, MDVYX, MDDIX, MDDRX, MMNBX cheaper diff. adviser | 30% | 0.60% | MML Investment Advisers, LLC |
| 11 | Dimensional VA U.S. Large Value Portfolio cheaper diff. adviser | 30% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 12 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 29% | 0.20% | BlackRock Fund Advisors |
| 13 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 29% | 0.43% | Voya Investments, LLC |
| 14 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 29% | 0.03% | The Vanguard Group, Inc. |
| 15 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX cheaper | 29% | 0.64% | — |
| 16 | Columbia Variable Portfolio - Dividend Opportunity Fund cheaper diff. adviser | 29% | 0.73% | Columbia Management Investment Advisers, LLC |
| 17 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 28% | 0.25% | Invesco Capital Management LLC |
| 18 | PRAXIS VALUE INDEX FUND · MVIAX, MVIIX cheaper diff. adviser | 28% | 0.38% | Everence Capital Management, Inc. |
| 19 | Columbia U.S. Equity Income ETF · EQIN cheaper diff. adviser | 28% | 0.35% | Columbia Management Investment Advisers, LLC |
| 20 | Columbia Dividend Opportunity Fund · INUTX, ACUIX, RSOOX, RSDFX, CDOZX, CDOYX, CDOAX cheaper diff. adviser | 28% | 0.70% | Columbia Management Investment Advisers, LLC |
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