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 | Dimensional VA U.S. Large Value Portfolio | 86% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 2 | SA U.S. Value Fund diff. adviser | 82% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 3 | Dimensional US Large Cap Value ETF · DFLV | 77% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 4 | Dimensional U.S. Marketwide Value ETF · DFUV | 65% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 5 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV diff. adviser | 53% | 0.03% | The Vanguard Group, Inc. |
| 6 | EQ/Large Cap Value Index Portfolio diff. adviser | 52% | 0.49% | Equitable Investment Management Group, LLC |
| 7 | Schwab U.S. Large-Cap Value Index Fund · SWLVX diff. adviser | 52% | 0.03% | Charles Schwab Investment Management, Inc. |
| 8 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS diff. adviser | 52% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 9 | PD Large-Cap Value Index Portfolio diff. adviser | 51% | 0.17% | Pacific Life Fund Advisors LLC |
| 10 | Fidelity Large Cap Value Index Fund · FLCOX diff. adviser | 51% | 0.03% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Series Large Cap Value Index Fund · FIOOX diff. adviser | 51% | 0.00% | Fidelity Management & Research Company LLC |
| 12 | iShares Russell Top 200 Value ETF · IWX diff. adviser | 51% | 0.20% | BlackRock Fund Advisors |
| 13 | Praxis Impact Large Cap Value ETF · PRXV diff. adviser | 51% | 0.36% | Everence Capital Management, Inc. |
| 14 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX diff. adviser | 50% | 0.43% | Voya Investments, LLC |
| 15 | AZL Russell 1000 Value Index Fund diff. adviser | 49% | 0.42% | Allianz Investment Management LLC |
| 16 | Strive 1000 Value ETF · STXV diff. adviser | 49% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 17 | iShares Russell 1000 Value ETF · IWD diff. adviser | 49% | 0.18% | BlackRock Fund Advisors |
| 18 | VANGUARD RUSSELL 1000 VALUE INDEX FUND · VRVIX, VONV diff. adviser | 49% | 0.05% | The Vanguard Group, Inc. |
| 19 | Schwab U.S. Large-Cap Value ETF · SCHV diff. adviser | 49% | 0.04% | Charles Schwab Investment Management, Inc. |
| 20 | Nuveen Large Cap Value Index Fund · TILVX, TRCVX, THCVX, THCWX diff. adviser | 48% | 0.00% | Teachers Advisors, LLC |
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