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 | GMO U.S. Value ETF · GMOV diff. adviser | 41% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 2 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 41% | 0.11% | Fidelity Management & Research Company LLC |
| 3 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX diff. adviser | 41% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 4 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 41% | 0.05% | BlackRock Fund Advisors |
| 5 | SA U.S. Value Fund diff. adviser | 39% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 6 | Themes US Cash Flow Champions ETF · LGCF | 37% | 0.29% | — |
| 7 | CornerCap Fundametrics Large-Cap ETF · FUNL diff. adviser | 36% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 8 | Victory Income Stock Fund · USISX, UIISX diff. adviser | 36% | 0.75% | Victory Capital Management Inc. |
| 9 | THE U.S. LARGE CAP VALUE SERIES diff. adviser | 36% | — | DIMENSIONAL FUND ADVISORS LP |
| 10 | Gotham Large Value Fund · GVALX diff. adviser | 36% | 0.75% | Gotham Asset Management, LLC |
| 11 | Dimensional VA U.S. Large Value Portfolio diff. adviser | 35% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 12 | Pacer Lunt Large Cap Multi-Factor Alternator ETF · PALC diff. adviser | 35% | 0.60% | Pacer Advisors, Inc. |
| 13 | Horizon Dividend Income ETF · DIVN diff. adviser | 35% | 0.70% | HORIZON INVESTMENTS LLC. |
| 14 | Dimensional US Large Cap Value ETF · DFLV diff. adviser | 35% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 15 | Columbia U.S. Equity Income ETF · EQIN diff. adviser | 35% | 0.35% | Columbia Management Investment Advisers, LLC |
| 16 | LVIP American Century Disciplined Core Value Fund diff. adviser | 34% | 0.61% | Lincoln Financial Investments Corporation |
| 17 | MML Equity Fund diff. adviser | 34% | 0.43% | MML Investment Advisers, LLC |
| 18 | Strive 1000 Value ETF · STXV diff. adviser | 34% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 19 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 34% | 0.70% | SunAmerica Asset Management, LLC |
| 20 | M Large Cap Value Fund · MBOVX diff. adviser | 34% | 0.63% | M Financial Investment Advisers, Inc. |
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