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 | Transamerica Large Value Active ETF | 64% | — | — |
| 2 | MFS Value Portfolio cheaper diff. adviser | 62% | 0.58% | Brighthouse Investment Advisers, LLC |
| 3 | MFS Value Series cheaper diff. adviser | 62% | 0.69% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 4 | LVIP MFS Value Fund cheaper diff. adviser | 62% | 0.61% | Lincoln Financial Investments Corporation |
| 5 | MFS Value Fund · MEIAX, MEIJX, MFEBX, MEICX, MEIIX, MEIGX, MVRRX, MEIHX, MEIKX cheaper diff. adviser | 61% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 6 | Dunham Large Cap Value Fund · DALVX, DCLVX, DNLVX diff. adviser | 59% | 1.17% | Dunham & Associates Investment Counsel, Inc. |
| 7 | MFS Active Value ETF · MFSV cheaper diff. adviser | 53% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 8 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 52% | 0.20% | BlackRock Fund Advisors |
| 9 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 52% | 0.43% | Voya Investments, LLC |
| 10 | Transamerica Great Lakes Advisors Large Cap Value VP cheaper diff. adviser | 51% | 0.69% | Transamerica Asset Management, Inc. |
| 11 | Transamerica Large Cap Value · TWQAX, TWQCX, TWQIX, TWQZX, TALCX cheaper diff. adviser | 51% | 0.63% | Transamerica Asset Management, Inc. |
| 12 | American Beacon Large Cap Value Fund · AADEX, AAGPX, AVASX, ABLYX, ALVAX, ALVCX, AALRX cheaper diff. adviser | 46% | 0.64% | American Beacon Advisors, Inc. |
| 13 | Nuveen Life Large Cap Value Fund · TLLVX cheaper diff. adviser | 46% | 0.52% | Teachers Advisors, LLC |
| 14 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 46% | 0.05% | The Vanguard Group, Inc. |
| 15 | Nuveen Large Cap Value Fund · TRLIX, TCLCX, TRLCX, TRCPX, TRLHX, TRLWX cheaper diff. adviser | 45% | 0.00% | Teachers Advisors, LLC |
| 16 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 45% | 0.54% | Columbia Management Investment Advisers, LLC |
| 17 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 44% | 0.04% | BlackRock Fund Advisors |
| 18 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 44% | 0.03% | The Vanguard Group, Inc. |
| 19 | EQ/Large Cap Value Managed Volatility Portfolio cheaper diff. adviser | 44% | 0.62% | Equitable Investment Management Group, LLC |
| 20 | JPMorgan Fundamental Data Science Large Value ETF · LVDS cheaper | 43% | 0.30% | — |
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