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 | PGIM Quant Solutions Large-Cap Value Fund · SUVAX, SUVCX, SUVZX, PRVRX, SUVQX diff. adviser | 39% | 0.79% | PGIM INVESTMENTS LLC |
| 2 | SA Franklin Systematic U.S. Large Cap Value Portfolio diff. adviser | 39% | 0.64% | SunAmerica Asset Management, LLC |
| 3 | Dimensional US Large Cap Value ETF · DFLV cheaper diff. adviser | 39% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 4 | Large Cap Core Fund · NOLCX cheaper | 38% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 5 | Steward Large Cap Value Fund · SJVCX, SJVRX, SJVIX, SJVAX diff. adviser | 38% | 0.75% | Crossmark Global Investments, Inc. |
| 6 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper diff. adviser | 38% | 0.35% | LSV Asset Management |
| 7 | SA U.S. Value Fund diff. adviser | 38% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 8 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 38% | 0.70% | SunAmerica Asset Management, LLC |
| 9 | FlexShares US Quality Large Cap Index Fund · QLC cheaper | 37% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 10 | AZL Russell 1000 Value Index Fund cheaper diff. adviser | 36% | 0.42% | Allianz Investment Management LLC |
| 11 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 36% | 0.20% | BlackRock Fund Advisors |
| 12 | iShares Russell 1000 Value ETF · IWD cheaper diff. adviser | 36% | 0.18% | BlackRock Fund Advisors |
| 13 | Nuveen Large Cap Value Index Fund · TILVX, TRCVX, THCVX, THCWX cheaper diff. adviser | 36% | 0.00% | Teachers Advisors, LLC |
| 14 | iShares ESG Aware MSCI USA Value ETF · EVUS cheaper diff. adviser | 36% | 0.18% | BlackRock Fund Advisors |
| 15 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 36% | 0.43% | Voya Investments, LLC |
| 16 | Dimensional VA U.S. Large Value Portfolio cheaper diff. adviser | 36% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 17 | VANGUARD RUSSELL 1000 VALUE INDEX FUND · VRVIX, VONV cheaper diff. adviser | 36% | 0.05% | The Vanguard Group, Inc. |
| 18 | THE U.S. LARGE CAP VALUE SERIES diff. adviser | 36% | — | DIMENSIONAL FUND ADVISORS LP |
| 19 | Dimensional U.S. Marketwide Value ETF · DFUV cheaper diff. adviser | 35% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 20 | MML Equity Fund cheaper diff. adviser | 35% | 0.43% | MML Investment Advisers, LLC |
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