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 | 56% | 0.35% | LSV Asset Management |
| 2 | LSV U.S. Managed Volatility Fund · LSVMX, LVAMX cheaper | 49% | 0.55% | LSV Asset Management |
| 3 | SIMT Large Cap Value Fund · SEUIX, TRMVX, SVAYX | 48% | 0.69% | — |
| 4 | LSV Global Value Fund · LSVGX, LVAGX | 45% | 0.90% | LSV Asset Management |
| 5 | LSV Disciplined Value ETF · LSVD cheaper | 44% | 0.40% | LSV Asset Management |
| 6 | SIIT U.S. MANAGED VOLATILITY FUND · SVYAX cheaper diff. adviser | 44% | 0.62% | SEI INVESTMENTS MANAGEMENT Corporation |
| 7 | Harbor Mid Cap Value Fund · HAMVX, HRMVX, HIMVX, HNMVX diff. adviser | 43% | 0.77% | Harbor Capital Advisors, Inc. |
| 8 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 39% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 9 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 39% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 10 | LSV Global Managed Volatility Fund · LSVFX, LVAFX | 37% | 0.75% | LSV Asset Management |
| 11 | SIMT U.S. Managed Volatility Fund · SVOAX, SEVIX, SUSYX | 37% | 0.89% | — |
| 12 | SIMT Large Cap Fund · SLGAX, SLYCX | 35% | 0.73% | — |
| 13 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 34% | 0.70% | SunAmerica Asset Management, LLC |
| 14 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 34% | 0.11% | Fidelity Management & Research Company LLC |
| 15 | SEI Enhanced U.S. Large Cap Value Factor ETF · SEIV cheaper diff. adviser | 34% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 16 | Steward Large Cap Value Fund · SJVCX, SJVRX, SJVIX, SJVAX diff. adviser | 34% | 0.75% | Crossmark Global Investments, Inc. |
| 17 | Sparkline Intangible Value ETF · ITAN cheaper diff. adviser | 33% | 0.50% | Empowered Funds, LLC d/b/a EA Advisers |
| 18 | iShares MSCI USA Value Factor ETF · VLUE cheaper diff. adviser | 32% | 0.15% | BlackRock Fund Advisors |
| 19 | MML Equity Fund cheaper diff. adviser | 32% | 0.43% | MML Investment Advisers, LLC |
| 20 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX diff. adviser | 32% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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