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 | M Large Cap Value Fund · MBOVX diff. adviser | 99% | 0.63% | M Financial Investment Advisers, Inc. |
| 2 | MML Equity Fund cheaper | 98% | 0.43% | MML Investment Advisers, LLC |
| 3 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX diff. adviser | 98% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 4 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 93% | 0.70% | SunAmerica Asset Management, LLC |
| 5 | SA U.S. Value Fund diff. adviser | 48% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 6 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 47% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | Dimensional VA U.S. Large Value Portfolio cheaper diff. adviser | 47% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 8 | Dimensional US Large Cap Value ETF · DFLV cheaper diff. adviser | 46% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 9 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 46% | 0.05% | BlackRock Fund Advisors |
| 10 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 46% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 11 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 46% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 12 | THE U.S. LARGE CAP VALUE SERIES diff. adviser | 45% | — | DIMENSIONAL FUND ADVISORS LP |
| 13 | Calvert U.S. Large Cap Value Responsible Index Fund · CFJAX, CFJIX, CLVRX cheaper diff. adviser | 44% | 0.19% | Calvert Research and Management |
| 14 | Praxis Impact Large Cap Value ETF · PRXV cheaper diff. adviser | 43% | 0.36% | Everence Capital Management, Inc. |
| 15 | Columbia U.S. Equity Income ETF · EQIN cheaper diff. adviser | 42% | 0.35% | Columbia Management Investment Advisers, LLC |
| 16 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 42% | 0.11% | Fidelity Management & Research Company LLC |
| 17 | PRAXIS VALUE INDEX FUND · MVIAX, MVIIX cheaper diff. adviser | 41% | 0.38% | Everence Capital Management, Inc. |
| 18 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 40% | 0.03% | The Vanguard Group, Inc. |
| 19 | Dimensional U.S. Marketwide Value ETF · DFUV cheaper diff. adviser | 40% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 20 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 40% | 0.04% | The Vanguard Group, Inc. |
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