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 | O'Shaughnessy Market Leaders Value Fund · OFVIX cheaper diff. adviser | 28% | 0.55% | OShaughnessy Asset Management LLC |
| 2 | BrandywineGLOBAL-Dynamic US Large Cap Value ETF · DVAL cheaper diff. adviser | 23% | 0.49% | Franklin Advisers, Inc. |
| 3 | Cambria LargeCap Shareholder Yield ETF · LYLD cheaper diff. adviser | 18% | 0.59% | Cambria Investment Management, L.P. |
| 4 | First Trust Dorsey Wright Momentum & Value ETF · DVLU cheaper | 18% | 0.60% | — |
| 5 | Invesco S&P 500 Pure Value ETF · RPV cheaper | 18% | 0.35% | Invesco Capital Management LLC |
| 6 | Invesco S&P Midcap 400 QVM Multi-Factor ETF · QVMM cheaper | 18% | 0.15% | Invesco Capital Management LLC |
| 7 | Invesco V.I. Comstock Fund diff. adviser | 18% | 0.76% | Invesco Advisers, Inc. |
| 8 | Invesco S&P MidCap 400 Revenue ETF · RWK cheaper | 18% | 0.39% | Invesco Capital Management LLC |
| 9 | LSV Value Equity Fund · LSVEX, LVAEX diff. adviser | 17% | 0.67% | LSV Asset Management |
| 10 | Leadershares Alphafactor US Core Equity ETF diff. adviser | 17% | 0.75% | Redwood Investment Management, LLC |
| 11 | Harbor Mid Cap Value Fund · HAMVX, HRMVX, HIMVX, HNMVX diff. adviser | 17% | 0.77% | Harbor Capital Advisors, Inc. |
| 12 | VANGUARD U.S. MULTIFACTOR FUND · VFMFX cheaper diff. adviser | 17% | 0.18% | The Vanguard Group, Inc. |
| 13 | VANGUARD U.S. MULTIFACTOR ETF · VFMF cheaper diff. adviser | 16% | 0.18% | The Vanguard Group, Inc. |
| 14 | PIMCO RAE US Fund · PKAIX, PKAPX, PKAAX cheaper diff. adviser | 16% | 0.40% | Pacific Investment Management Company LLC |
| 15 | SIMT Large Cap Value Fund · SEUIX, TRMVX, SVAYX | 16% | 0.69% | — |
| 16 | Motley Fool Value Factor ETF · MFVL cheaper | 16% | 0.50% | — |
| 17 | Columbia Research Enhanced Mid Cap ETF · REMC cheaper | 16% | 0.32% | — |
| 18 | SEI Enhanced U.S. Large Cap Value Factor ETF · SEIV cheaper diff. adviser | 16% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 19 | Avantis U.S. Mid Cap Value ETF · AVMV cheaper | 15% | 0.20% | — |
| 20 | Dimensional U.S. Targeted Value ETF · DFAT cheaper diff. adviser | 15% | 0.28% | DIMENSIONAL FUND ADVISORS LP |
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