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 | Cullen International High Dividend Fund · CIHDX, CIHCX, CIHIX diff. adviser | 19% | 1.00% | Cullen Capital Management, LLC |
| 2 | Western Asset Income Fund · SDSAX, LWSIX, SDSYX, SDSIX, WAGIX cheaper diff. adviser | 17% | 0.56% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 3 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 17% | 0.04% | The Vanguard Group, Inc. |
| 4 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 16% | 0.03% | The Vanguard Group, Inc. |
| 5 | Western Asset Management Strategic Bond Opportunities Portfolio cheaper diff. adviser | 16% | 0.56% | Brighthouse Investment Advisers, LLC |
| 6 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 16% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 15% | 0.04% | Charles Schwab Investment Management, Inc. |
| 8 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 15% | 0.05% | The Vanguard Group, Inc. |
| 9 | AZL Russell 1000 Value Index Fund cheaper diff. adviser | 15% | 0.42% | Allianz Investment Management LLC |
| 10 | iShares Russell 1000 Value ETF · IWD cheaper diff. adviser | 15% | 0.18% | BlackRock Fund Advisors |
| 11 | VANGUARD RUSSELL 1000 VALUE INDEX FUND · VRVIX, VONV cheaper diff. adviser | 15% | 0.05% | The Vanguard Group, Inc. |
| 12 | Nuveen Large Cap Value Index Fund · TILVX, TRCVX, THCVX, THCWX cheaper diff. adviser | 15% | 0.00% | Teachers Advisors, LLC |
| 13 | Invesco Dividend AchieversTM ETF · PFM cheaper diff. adviser | 15% | 0.52% | Invesco Capital Management LLC |
| 14 | PROFUND VP LARGE CAP VALUE diff. adviser | 15% | 1.68% | ProFund Advisors LLC |
| 15 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 15% | 0.28% | WisdomTree Asset Management, Inc. |
| 16 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 15% | 0.04% | BlackRock Fund Advisors |
| 17 | Franklin U.S. Core Dividend Tilt Index ETF · UDIV cheaper diff. adviser | 15% | 0.06% | Franklin Advisory Services, LLC |
| 18 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 15% | 0.28% | WisdomTree Asset Management, Inc. |
| 19 | LARGE-CAP VALUE PROFUND · LVPIX, LVPSX diff. adviser | 14% | 1.78% | ProFund Advisors LLC |
| 20 | EQ/Large Cap Value Index Portfolio cheaper diff. adviser | 14% | 0.49% | Equitable Investment Management Group, LLC |
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