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 | Touchstone Strategic Trust-Touchstone Value Fund · TVLAX, TVLCX, TVLIX, TVLYX, TVLRX cheaper diff. adviser | 62% | 0.63% | Touchstone Advisors, Inc. |
| 2 | Barrow Hanley US Value Opportunities Fund · BVOIX diff. adviser | 53% | 0.70% | JOHCM (USA) Inc. |
| 3 | American Beacon Large Cap Value Fund · AADEX, AAGPX, AVASX, ABLYX, ALVAX, ALVCX, AALRX cheaper diff. adviser | 44% | 0.64% | American Beacon Advisors, Inc. |
| 4 | VALUE EQUITY FUND · GVEYX, GVEZX cheaper diff. adviser | 43% | 0.63% | GuideStone Capital Management, LLC |
| 5 | MML Income & Growth Fund diff. adviser | 41% | 0.73% | MML Investment Advisers, LLC |
| 6 | Bridge Builder Large Cap Value Fund · BBVLX cheaper diff. adviser | 41% | 0.23% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 7 | AZL Russell 1000 Value Index Fund cheaper diff. adviser | 37% | 0.42% | Allianz Investment Management LLC |
| 8 | iShares Russell 1000 Value ETF · IWD cheaper diff. adviser | 37% | 0.18% | BlackRock Fund Advisors |
| 9 | Nuveen Large Cap Value Index Fund · TILVX, TRCVX, THCVX, THCWX cheaper diff. adviser | 37% | 0.00% | Teachers Advisors, LLC |
| 10 | VANGUARD RUSSELL 1000 VALUE INDEX FUND · VRVIX, VONV cheaper diff. adviser | 37% | 0.05% | The Vanguard Group, Inc. |
| 11 | Bridge Builder Tax Managed Large Cap Fund · BBTLX cheaper diff. adviser | 37% | 0.23% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 12 | TETON Westwood Equity Fund · WEQCX, WEECX, WESWX, WEEIX diff. adviser | 36% | 1.43% | Teton Advisors, LLC |
| 13 | WESTWOOD QUALITY VALUE FUND · WWLAX, WWLCX, WHGLX, WHGQX cheaper diff. adviser | 36% | 0.55% | Westwood Management Corp. |
| 14 | EQ/Large Cap Value Index Portfolio cheaper diff. adviser | 36% | 0.49% | Equitable Investment Management Group, LLC |
| 15 | Fidelity Large Cap Value Index Fund · FLCOX cheaper diff. adviser | 35% | 0.03% | Fidelity Management & Research Company LLC |
| 16 | Schwab U.S. Large-Cap Value Index Fund · SWLVX cheaper diff. adviser | 35% | 0.03% | Charles Schwab Investment Management, Inc. |
| 17 | PD Large-Cap Value Index Portfolio cheaper diff. adviser | 35% | 0.17% | Pacific Life Fund Advisors LLC |
| 18 | Fidelity Series Large Cap Value Index Fund · FIOOX cheaper diff. adviser | 35% | 0.00% | Fidelity Management & Research Company LLC |
| 19 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS cheaper diff. adviser | 35% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 20 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 35% | 0.20% | BlackRock Fund Advisors |
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