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 | Themes US Cash Flow Champions ETF · LGCF cheaper | 39% | 0.29% | — |
| 2 | MML Equity Fund cheaper diff. adviser | 38% | 0.43% | MML Investment Advisers, LLC |
| 3 | M Large Cap Value Fund · MBOVX diff. adviser | 38% | 0.63% | M Financial Investment Advisers, Inc. |
| 4 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX diff. adviser | 38% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 38% | 0.70% | SunAmerica Asset Management, LLC |
| 6 | MassMutual Diversified Value Fund · MDDAX, MDDLX, MDVNX, MDVSX, MDVYX, MDDIX, MDDRX, MMNBX diff. adviser | 38% | 0.60% | MML Investment Advisers, LLC |
| 7 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 36% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 8 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 36% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 9 | Harbor AlphaEdge Large Cap Value ETF · VLLU cheaper diff. adviser | 36% | 0.25% | Harbor Capital Advisors, Inc. |
| 10 | SA U.S. Value Fund diff. adviser | 35% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 11 | Dimensional US Large Cap Value ETF · DFLV cheaper diff. adviser | 35% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 12 | THE U.S. LARGE CAP VALUE SERIES diff. adviser | 34% | — | DIMENSIONAL FUND ADVISORS LP |
| 13 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 34% | 0.05% | The Vanguard Group, Inc. |
| 14 | Nuveen Life Large Cap Value Fund · TLLVX cheaper diff. adviser | 33% | 0.52% | Teachers Advisors, LLC |
| 15 | Invesco S&P 500 Enhanced Value ETF · QVMT cheaper | 33% | 0.13% | Invesco Capital Management LLC |
| 16 | Invesco S&P 500 Value with Momentum ETF · SPVM cheaper | 33% | 0.39% | Invesco Capital Management LLC |
| 17 | Crossmark Large Cap Value ETF cheaper diff. adviser | 33% | 0.50% | Crossmark Global Investments, Inc. |
| 18 | Victory Pioneer Disciplined Value Fund · CVKFX, CVFYX, CVCFX, CVFCX cheaper diff. adviser | 32% | 0.45% | Victory Capital Management Inc. |
| 19 | Victory Pioneer Equity Income Fund · PCEQX, PQIRX, PEQKX, PYEQX, PEQIX diff. adviser | 32% | 0.68% | Victory Capital Management Inc. |
| 20 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 32% | 0.20% | BlackRock Fund Advisors |
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