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 | U.S. CORE EQUITY 2 PORTFOLIO · DFQTX cheaper | 78% | 0.18% | DIMENSIONAL FUND ADVISORS LP |
| 2 | LVIP Dimensional U.S. Core Equity 2 Fund diff. adviser | 77% | 0.49% | Lincoln Financial Investments Corporation |
| 3 | Dimensional US Vector Equity ETF · DXUV | 76% | 0.25% | DIMENSIONAL FUND ADVISORS LP |
| 4 | Dimensional U.S. Core Equity 2 ETF · DFAC cheaper | 73% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 5 | LVIP Dimensional U.S. Core Equity 1 Fund diff. adviser | 73% | 0.39% | Lincoln Financial Investments Corporation |
| 6 | JNL/DFA U.S. Core Equity Fund diff. adviser | 73% | 0.45% | Jackson National Asset Management, LLC |
| 7 | U.S. CORE EQUITY 1 PORTFOLIO · DFEOX cheaper | 72% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 8 | U.S. Social Core Equity 2 Portfolio cheaper | 72% | 0.22% | DIMENSIONAL FUND ADVISORS LP |
| 9 | AZL DFA U.S. Core Equity Fund diff. adviser | 70% | 0.78% | Allianz Investment Management LLC |
| 10 | Dimensional US Core Equity 1 ETF · DCOR cheaper | 69% | 0.14% | DIMENSIONAL FUND ADVISORS LP |
| 11 | Avantis U.S. Equity ETF · AVUS cheaper | 67% | 0.15% | — |
| 12 | Avantis U.S. Equity Fund · AVUSX, AVUNX cheaper | 65% | 0.00% | — |
| 13 | U.S. Sustainability Core 1 Portfolio cheaper | 65% | 0.17% | DIMENSIONAL FUND ADVISORS LP |
| 14 | Dimensional US Core Equity Market ETF · DFAU cheaper | 62% | 0.12% | DIMENSIONAL FUND ADVISORS LP |
| 15 | Avantis U.S. Large Cap Equity ETF · AVLC cheaper | 62% | 0.15% | — |
| 16 | FlexShares Morningstar US Market Factor Tilt Index Fund · TILT diff. adviser | 62% | 0.25% | NORTHERN TRUST INVESTMENTS, INC. |
| 17 | Dimensional US Sustainability Core 1 ETF · DFSU cheaper | 62% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 18 | U.S. Large Cap Equity Portfolio cheaper | 61% | 0.13% | DIMENSIONAL FUND ADVISORS LP |
| 19 | Avantis Responsible U.S. Equity ETF · AVSU cheaper | 60% | 0.15% | — |
| 20 | John Hancock Multifactor Large Cap ETF · JHML diff. adviser | 60% | 0.29% | John Hancock Investment Management LLC |
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