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 | iShares Russell Top 200 Value ETF · IWX diff. adviser | 43% | 0.20% | BlackRock Fund Advisors |
| 2 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX diff. adviser | 43% | 0.43% | Voya Investments, LLC |
| 3 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV diff. adviser | 39% | 0.05% | The Vanguard Group, Inc. |
| 4 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV diff. adviser | 37% | 0.03% | The Vanguard Group, Inc. |
| 5 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX diff. adviser | 36% | 0.54% | Columbia Management Investment Advisers, LLC |
| 6 | VOYA CORPORATE LEADERS(R) 100 FUND · VYCBX, VYCCX, VYCAX, VYCGX, VYCIX, VYCFX diff. adviser | 35% | 0.48% | Voya Investments, LLC |
| 7 | THE U.S. LARGE CAP VALUE SERIES diff. adviser | 35% | — | DIMENSIONAL FUND ADVISORS LP |
| 8 | EQ/Large Cap Value Index Portfolio diff. adviser | 35% | 0.49% | Equitable Investment Management Group, LLC |
| 9 | SA U.S. Value Fund diff. adviser | 35% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 10 | Schwab U.S. Large-Cap Value Index Fund · SWLVX diff. adviser | 35% | 0.03% | Charles Schwab Investment Management, Inc. |
| 11 | PD Large-Cap Value Index Portfolio diff. adviser | 34% | 0.17% | Pacific Life Fund Advisors LLC |
| 12 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS diff. adviser | 34% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 13 | Fidelity Large Cap Value Index Fund · FLCOX diff. adviser | 34% | 0.03% | Fidelity Management & Research Company LLC |
| 14 | Fidelity Series Large Cap Value Index Fund · FIOOX cheaper diff. adviser | 34% | 0.00% | Fidelity Management & Research Company LLC |
| 15 | AZL Russell 1000 Value Index Fund diff. adviser | 34% | 0.42% | Allianz Investment Management LLC |
| 16 | T. Rowe Price Value ETF · TVAL diff. adviser | 34% | 0.33% | T. Rowe Price Associates, Inc. |
| 17 | iShares Russell 1000 Value ETF · IWD diff. adviser | 34% | 0.18% | BlackRock Fund Advisors |
| 18 | Global Atlantic BlackRock Disciplined Value Portfolio diff. adviser | 34% | 0.57% | Global Atlantic Investment Advisors, LLC |
| 19 | WisdomTree U.S. LargeCap Dividend Fund · DLN diff. adviser | 34% | 0.28% | WisdomTree Asset Management, Inc. |
| 20 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX diff. adviser | 34% | 0.15% | DBX Advisors LLC |
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