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 | 56% | 0.67% | LSV Asset Management |
| 2 | LSV Disciplined Value ETF · LSVD | 52% | 0.40% | LSV Asset Management |
| 3 | SIMT Large Cap Value Fund · SEUIX, TRMVX, SVAYX | 51% | 0.69% | — |
| 4 | LSV Global Value Fund · LSVGX, LVAGX | 44% | 0.90% | LSV Asset Management |
| 5 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 43% | 0.70% | SunAmerica Asset Management, LLC |
| 6 | SIMT Large Cap Fund · SLGAX, SLYCX | 43% | 0.73% | — |
| 7 | GMO U.S. Value ETF · GMOV diff. adviser | 41% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 8 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX diff. adviser | 41% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 9 | Schwab Fundamental U.S. Large Company ETF · FNDX cheaper diff. adviser | 40% | 0.25% | Charles Schwab Investment Management, Inc. |
| 10 | Dimensional US Large Cap Value ETF · DFLV cheaper diff. adviser | 40% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 11 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX cheaper diff. adviser | 40% | 0.25% | Charles Schwab Investment Management, Inc. |
| 12 | SA U.S. Value Fund diff. adviser | 40% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 13 | MML Equity Fund diff. adviser | 40% | 0.43% | MML Investment Advisers, LLC |
| 14 | SIMT Tax-Managed Large Cap Fund · TMLCX, STLYX | 40% | 0.66% | — |
| 15 | SIIT U.S. MANAGED VOLATILITY FUND · SVYAX diff. adviser | 40% | 0.62% | SEI INVESTMENTS MANAGEMENT Corporation |
| 16 | M Large Cap Value Fund · MBOVX diff. adviser | 40% | 0.63% | M Financial Investment Advisers, Inc. |
| 17 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX diff. adviser | 40% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | MassMutual Diversified Value Fund · MDDAX, MDDLX, MDVNX, MDVSX, MDVYX, MDDIX, MDDRX, MMNBX diff. adviser | 40% | 0.60% | MML Investment Advisers, LLC |
| 19 | PGIM Quant Solutions Large-Cap Value Fund · SUVAX, SUVCX, SUVZX, PRVRX, SUVQX diff. adviser | 40% | 0.79% | PGIM INVESTMENTS LLC |
| 20 | Dimensional VA U.S. Large Value Portfolio cheaper diff. adviser | 40% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
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