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 | Columbia Research Enhanced Core ETF · RECS cheaper | 55% | 0.15% | Columbia Management Investment Advisers, LLC |
| 2 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 39% | 0.11% | Fidelity Management & Research Company LLC |
| 3 | GMO U.S. Value ETF · GMOV diff. adviser | 38% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 4 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX diff. adviser | 38% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 5 | Columbia Disciplined Value Fund · RLCAX, RDCCX, CVQZX | 38% | 0.61% | Columbia Management Investment Advisers, LLC |
| 6 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 38% | 0.70% | SunAmerica Asset Management, LLC |
| 7 | LSV Conservative Value Equity Fund · LSVVX, LVAVX diff. adviser | 37% | 0.35% | LSV Asset Management |
| 8 | Columbia Research Enhanced Mid Cap ETF · REMC | 36% | 0.32% | — |
| 9 | BlackRock Advantage Large Cap Value V.I. Fund diff. adviser | 36% | 0.60% | BlackRock Advisors, LLC |
| 10 | Schwab Fundamental U.S. Large Company ETF · FNDX diff. adviser | 35% | 0.25% | Charles Schwab Investment Management, Inc. |
| 11 | Global Atlantic BlackRock Disciplined Value Portfolio diff. adviser | 35% | 0.57% | Global Atlantic Investment Advisors, LLC |
| 12 | MML Equity Fund diff. adviser | 35% | 0.43% | MML Investment Advisers, LLC |
| 13 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX diff. adviser | 35% | 0.25% | Charles Schwab Investment Management, Inc. |
| 14 | M Large Cap Value Fund · MBOVX diff. adviser | 35% | 0.63% | M Financial Investment Advisers, Inc. |
| 15 | MassMutual Diversified Value Fund · MDDAX, MDDLX, MDVNX, MDVSX, MDVYX, MDDIX, MDDRX, MMNBX diff. adviser | 35% | 0.60% | MML Investment Advisers, LLC |
| 16 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX diff. adviser | 35% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 17 | AVIP BlackRock Advantage Large Cap Value Portfolio diff. adviser | 35% | 0.74% | CONSTELLATION INVESTMENTS INC |
| 18 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 35% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 19 | SA Franklin Systematic U.S. Large Cap Value Portfolio diff. adviser | 34% | 0.64% | SunAmerica Asset Management, LLC |
| 20 | Dimensional VA U.S. Large Value Portfolio diff. adviser | 34% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
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