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 | Victory Pioneer Disciplined Value Fund · CVKFX, CVFYX, CVCFX, CVFCX cheaper | 71% | 0.45% | Victory Capital Management Inc. |
| 2 | Victory Pioneer Equity Income VCT Portfolio | 66% | 0.79% | Victory Capital Management Inc. |
| 3 | Victory Pioneer Equity Income Fund · PCEQX, PQIRX, PEQKX, PYEQX, PEQIX | 62% | 0.68% | Victory Capital Management Inc. |
| 4 | Crossmark Large Cap Value ETF cheaper diff. adviser | 33% | 0.50% | Crossmark Global Investments, Inc. |
| 5 | Touchstone Funds Group Trust-Touchstone Dividend Equity Fund · TQCCX, TQCAX, TQCYX, TQCIX, TQCRX | 32% | 0.64% | — |
| 6 | Coastal Compass 100 ETF · ROPE diff. adviser | 32% | 0.81% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 32% | 0.25% | Invesco Capital Management LLC |
| 8 | Invesco Comstock Contrarian Equity ETF cheaper diff. adviser | 32% | 0.35% | Invesco Capital Management LLC |
| 9 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper diff. adviser | 31% | 0.50% | Touchstone Advisors, Inc. |
| 10 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 31% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 11 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 30% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 12 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 30% | 0.11% | Fidelity Management & Research Company LLC |
| 13 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 30% | 0.05% | BlackRock Fund Advisors |
| 14 | Xtrackers S&P 500 Value Scored & Screened ETF · XOEX cheaper diff. adviser | 30% | 0.15% | DBX Advisors LLC |
| 15 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 30% | 0.70% | SunAmerica Asset Management, LLC |
| 16 | Cullen Enhanced Equity Income Fund · ENHCX, ENHNX, ENHRX diff. adviser | 29% | 0.75% | Cullen Capital Management, LLC |
| 17 | M Large Cap Value Fund · MBOVX diff. adviser | 29% | 0.63% | M Financial Investment Advisers, Inc. |
| 18 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX diff. adviser | 29% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 19 | MML Equity Fund cheaper diff. adviser | 29% | 0.43% | MML Investment Advisers, LLC |
| 20 | CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND diff. adviser | 29% | 0.94% | Cantor Fitzgerald Investment Advisors, LP |
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