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 | Nuveen ESG Large-Cap Value ETF · NULV | 55% | 0.26% | Nuveen Fund Advisors, LLC |
| 2 | iShares ESG Aware MSCI USA Value ETF · EVUS cheaper diff. adviser | 33% | 0.18% | BlackRock Fund Advisors |
| 3 | Columbia U.S. Equity Income ETF · EQIN diff. adviser | 31% | 0.35% | Columbia Management Investment Advisers, LLC |
| 4 | Nuveen ESG Large-Cap ETF · NULC cheaper | 30% | 0.21% | Nuveen Fund Advisors, LLC |
| 5 | JPMorgan Equity Income Fund · HLIEX, OIEIX, OINCX, OIEFX, OIERX, OIEJX, OIEPX, OIEQX diff. adviser | 30% | 0.45% | J.P. Morgan Investment Management, Inc. |
| 6 | SA JPMorgan Equity-Income Portfolio diff. adviser | 30% | 0.58% | SunAmerica Asset Management, LLC |
| 7 | PIMCO RAFI ESG U.S. ETF · RAFE diff. adviser | 29% | 0.29% | Pacific Investment Management Company LLC |
| 8 | Victory Income Stock Fund · USISX, UIISX diff. adviser | 28% | 0.75% | Victory Capital Management Inc. |
| 9 | PRAXIS VALUE INDEX FUND · MVIAX, MVIIX diff. adviser | 28% | 0.38% | Everence Capital Management, Inc. |
| 10 | MarketDesk Focused U.S. Dividend ETF · FDIV | 27% | 0.65% | — |
| 11 | Disciplined Value Series · MNDFX, MDFSX, MDVZX, MDVWX cheaper diff. adviser | 27% | 0.16% | Manning & Napier Advisors, LLC |
| 12 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 27% | 0.05% | BlackRock Fund Advisors |
| 13 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 27% | 0.05% | The Vanguard Group, Inc. |
| 14 | Praxis Impact Large Cap Value ETF · PRXV diff. adviser | 27% | 0.36% | Everence Capital Management, Inc. |
| 15 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 26% | 0.04% | The Vanguard Group, Inc. |
| 16 | Nuveen Life Large Cap Responsible Equity Fund · TLCHX cheaper diff. adviser | 26% | 0.22% | Teachers Advisors, LLC |
| 17 | Zacks Dividend Fund · ZDIVX, ZDIIX diff. adviser | 26% | 1.06% | Zacks Investment Management, Inc. |
| 18 | STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND · BBISX, BBTGX, BCVCX, STRAX diff. adviser | 26% | 0.69% | Sterling Capital Management LLC |
| 19 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 26% | 0.03% | The Vanguard Group, Inc. |
| 20 | iShares ESG Optimized MSCI USA Min Vol Factor ETF · ESMV cheaper diff. adviser | 26% | 0.18% | BlackRock Fund Advisors |
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