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 | Praxis Impact Large Cap Value ETF · PRXV cheaper | 83% | 0.36% | Everence Capital Management, Inc. |
| 2 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 68% | 0.03% | The Vanguard Group, Inc. |
| 3 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 59% | 0.05% | The Vanguard Group, Inc. |
| 4 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 55% | 0.04% | The Vanguard Group, Inc. |
| 5 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 54% | 0.04% | Charles Schwab Investment Management, Inc. |
| 6 | PROFUND VP LARGE CAP VALUE diff. adviser | 54% | 1.68% | ProFund Advisors LLC |
| 7 | VANGUARD S&P 500 VALUE INDEX FUND · VOOV, VSPVX cheaper diff. adviser | 54% | 0.05% | The Vanguard Group, Inc. |
| 8 | LARGE-CAP VALUE PROFUND · LVPIX, LVPSX diff. adviser | 53% | 1.78% | ProFund Advisors LLC |
| 9 | iShares ESG Aware MSCI USA Value ETF · EVUS cheaper diff. adviser | 53% | 0.18% | BlackRock Fund Advisors |
| 10 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 53% | 0.28% | WisdomTree Asset Management, Inc. |
| 11 | AZL Russell 1000 Value Index Fund diff. adviser | 53% | 0.42% | Allianz Investment Management LLC |
| 12 | VANGUARD RUSSELL 1000 VALUE INDEX FUND · VRVIX, VONV cheaper diff. adviser | 52% | 0.05% | The Vanguard Group, Inc. |
| 13 | iShares Russell 1000 Value ETF · IWD cheaper diff. adviser | 52% | 0.18% | BlackRock Fund Advisors |
| 14 | Nuveen Large Cap Value Index Fund · TILVX, TRCVX, THCVX, THCWX cheaper diff. adviser | 52% | 0.00% | Teachers Advisors, LLC |
| 15 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 52% | 0.20% | BlackRock Fund Advisors |
| 16 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 52% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 17 | Value Equity Index Fund · GVIZX, GVIYX cheaper diff. adviser | 52% | 0.25% | GuideStone Capital Management, LLC |
| 18 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX diff. adviser | 51% | 0.43% | Voya Investments, LLC |
| 19 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF · SPYV cheaper diff. adviser | 50% | 0.04% | SSGA Funds Management, Inc. |
| 20 | iShares S&P 500 Value ETF · IVE cheaper diff. adviser | 50% | 0.18% | BlackRock Fund Advisors |
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