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 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF · SPYV cheaper diff. adviser | 43% | 0.04% | SSGA Funds Management, Inc. |
| 2 | iShares S&P 500 Value ETF · IVE diff. adviser | 43% | 0.18% | BlackRock Fund Advisors |
| 3 | SA Large Cap Value Index Portfolio diff. adviser | 42% | 0.35% | SunAmerica Asset Management, LLC |
| 4 | PROFUND VP LARGE CAP VALUE diff. adviser | 42% | 1.68% | ProFund Advisors LLC |
| 5 | VANGUARD S&P 500 VALUE INDEX FUND · VOOV, VSPVX cheaper diff. adviser | 41% | 0.05% | The Vanguard Group, Inc. |
| 6 | LARGE-CAP VALUE PROFUND · LVPIX, LVPSX diff. adviser | 41% | 1.78% | ProFund Advisors LLC |
| 7 | iShares Core S&P U.S. Value ETF · IUSV cheaper diff. adviser | 41% | 0.04% | BlackRock Fund Advisors |
| 8 | NAA LARGE CAP VALUE FUND diff. adviser | 40% | 0.85% | New Age Alpha Advisors, LLC |
| 9 | NAA LARGE CAP VALUE SERIES diff. adviser | 40% | 0.96% | New Age Alpha Advisors, LLC |
| 10 | Pacer Lunt Large Cap Multi-Factor Alternator ETF · PALC diff. adviser | 37% | 0.60% | Pacer Advisors, Inc. |
| 11 | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · QARP diff. adviser | 37% | 0.19% | DBX Advisors LLC |
| 12 | Gotham Large Value Fund · GVALX diff. adviser | 36% | 0.75% | Gotham Asset Management, LLC |
| 13 | Large Cap Core Fund · NOLCX diff. adviser | 36% | 0.45% | NORTHERN TRUST INVESTMENTS, INC. |
| 14 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 36% | 0.04% | BlackRock Fund Advisors |
| 15 | VictoryShares US Multi-Factor Minimum Volatility ETF · VSMV diff. adviser | 35% | 0.35% | Victory Capital Management Inc. |
| 16 | Invesco S&P 500 Revenue ETF · RWL diff. adviser | 35% | 0.39% | Invesco Capital Management LLC |
| 17 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 35% | 0.98% | HORIZON INVESTMENTS LLC. |
| 18 | Gotham Enhanced S&P 500 Index Fund · GSPFX diff. adviser | 35% | 0.50% | Gotham Asset Management, LLC |
| 19 | Fidelity Value Factor ETF · FVAL diff. adviser | 35% | 0.15% | Fidelity Management & Research Company LLC |
| 20 | GMO U.S. Value ETF · GMOV diff. adviser | 35% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
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