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 | Cambria LargeCap Shareholder Yield ETF · LYLD diff. adviser | 36% | 0.59% | Cambria Investment Management, L.P. |
| 2 | BrandywineGLOBAL-Dynamic US Large Cap Value ETF · DVAL cheaper diff. adviser | 31% | 0.49% | Franklin Advisers, Inc. |
| 3 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX diff. adviser | 28% | 1.58% | Donoghue Forlines LLC |
| 4 | Invesco BuyBack AchieversTM ETF · PKW diff. adviser | 28% | 0.62% | Invesco Capital Management LLC |
| 5 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 28% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 6 | Donoghue Forlines Dividend VIT Fund diff. adviser | 28% | 2.00% | Donoghue Forlines LLC |
| 7 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 28% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 8 | Invesco Large Cap Value ETF · PWV diff. adviser | 26% | 0.55% | Invesco Capital Management LLC |
| 9 | MML Equity Fund cheaper diff. adviser | 25% | 0.43% | MML Investment Advisers, LLC |
| 10 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 25% | 0.70% | SunAmerica Asset Management, LLC |
| 11 | LSV Value Equity Fund · LSVEX, LVAEX diff. adviser | 25% | 0.67% | LSV Asset Management |
| 12 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 25% | 0.11% | Fidelity Management & Research Company LLC |
| 13 | First Trust Large Cap Value AlphaDEX Fund · FTA diff. adviser | 25% | 0.58% | First Trust Advisors L.P. |
| 14 | M Large Cap Value Fund · MBOVX diff. adviser | 25% | 0.63% | M Financial Investment Advisers, Inc. |
| 15 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX diff. adviser | 25% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | MassMutual Diversified Value Fund · MDDAX, MDDLX, MDVNX, MDVSX, MDVYX, MDDIX, MDDRX, MMNBX diff. adviser | 25% | 0.60% | MML Investment Advisers, LLC |
| 17 | iShares MSCI USA Value Factor ETF · VLUE cheaper diff. adviser | 25% | 0.15% | BlackRock Fund Advisors |
| 18 | Invesco S&P 500 High Dividend Growers ETF cheaper diff. adviser | 24% | 0.39% | Invesco Capital Management LLC |
| 19 | Columbia Research Enhanced Value ETF · REVS cheaper diff. adviser | 24% | 0.19% | Columbia Management Investment Advisers, LLC |
| 20 | Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF · QQWZ cheaper diff. adviser | 24% | 0.49% | Pacer Advisors, Inc. |
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