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 | JNL/RAFI Multi-Factor U.S. Equity Fund diff. adviser | 91% | 0.37% | Jackson National Asset Management, LLC |
| 2 | Schwab Fundamental U.S. Broad Market ETF · FNDB cheaper diff. adviser | 60% | 0.25% | Charles Schwab Investment Management, Inc. |
| 3 | Schwab Fundamental U.S. Large Company ETF · FNDX cheaper diff. adviser | 59% | 0.25% | Charles Schwab Investment Management, Inc. |
| 4 | Invesco RAFI US 1000 ETF · PRF diff. adviser | 59% | 0.34% | Invesco Capital Management LLC |
| 5 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX cheaper diff. adviser | 58% | 0.25% | Charles Schwab Investment Management, Inc. |
| 6 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF · VLU cheaper diff. adviser | 56% | 0.12% | SSGA Funds Management, Inc. |
| 7 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 55% | 0.28% | WisdomTree Asset Management, Inc. |
| 8 | Invesco RAFI Strategic US ETF · IUS cheaper diff. adviser | 53% | 0.19% | Invesco Capital Management LLC |
| 9 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 52% | 0.04% | Charles Schwab Investment Management, Inc. |
| 10 | Defiance Large Cap ex-Mag 7 ETF · XMAG | 52% | 0.35% | — |
| 11 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 52% | 0.28% | WisdomTree Asset Management, Inc. |
| 12 | John Hancock Multifactor Large Cap ETF · JHML diff. adviser | 51% | 0.29% | John Hancock Investment Management LLC |
| 13 | AZL Russell 1000 Value Index Fund diff. adviser | 51% | 0.42% | Allianz Investment Management LLC |
| 14 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 51% | 0.18% | — |
| 15 | iShares Russell 1000 Value ETF · IWD cheaper diff. adviser | 51% | 0.18% | BlackRock Fund Advisors |
| 16 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 51% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 17 | AZL DFA U.S. Core Equity Fund diff. adviser | 50% | 0.78% | Allianz Investment Management LLC |
| 18 | VANGUARD RUSSELL 1000 VALUE INDEX FUND · VRVIX, VONV cheaper diff. adviser | 50% | 0.05% | The Vanguard Group, Inc. |
| 19 | EQ/Large Cap Value Index Portfolio diff. adviser | 50% | 0.49% | Equitable Investment Management Group, LLC |
| 20 | LVIP Dimensional U.S. Core Equity 1 Fund diff. adviser | 50% | 0.39% | Lincoln Financial Investments Corporation |
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