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 | SIIT U.S. Equity Factor Allocation Fund · SEHAX | 41% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 2 | LSV Disciplined Value ETF · LSVD diff. adviser | 35% | 0.40% | LSV Asset Management |
| 3 | LSV Value Equity Fund · LSVEX, LVAEX diff. adviser | 34% | 0.67% | LSV Asset Management |
| 4 | SIMT U.S. Managed Volatility Fund · SVOAX, SEVIX, SUSYX | 33% | 0.89% | — |
| 5 | SIMT Large Cap Value Fund · SEUIX, TRMVX, SVAYX | 33% | 0.69% | — |
| 6 | LSV U.S. Managed Volatility Fund · LSVMX, LVAMX diff. adviser | 32% | 0.55% | LSV Asset Management |
| 7 | LSV Conservative Value Equity Fund · LSVVX, LVAVX diff. adviser | 30% | 0.35% | LSV Asset Management |
| 8 | SIIT U.S. MANAGED VOLATILITY FUND · SVYAX | 29% | 0.62% | SEI INVESTMENTS MANAGEMENT Corporation |
| 9 | SIMT Tax-Managed Managed Volatility Fund · TMMAX, STVYX | 29% | 0.89% | — |
| 10 | SIMT Large Cap Fund · SLGAX, SLYCX | 29% | 0.73% | — |
| 11 | SIMT Tax-Managed Large Cap Fund · TMLCX, STLYX | 27% | 0.66% | — |
| 12 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 27% | 0.11% | Fidelity Management & Research Company LLC |
| 13 | SEI Enhanced Low Volatility U.S. Large Cap ETF · SELV | 27% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 14 | iShares MSCI USA Value Factor ETF · VLUE diff. adviser | 26% | 0.15% | BlackRock Fund Advisors |
| 15 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 26% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | SA Franklin Systematic U.S. Large Cap Core Portfolio diff. adviser | 26% | 0.56% | SunAmerica Asset Management, LLC |
| 17 | AQR Large Cap Multi-Style Fund · QCELX, QCENX, QCERX diff. adviser | 26% | 0.78% | AQR Capital Management, LLc |
| 18 | Global X U.S. Cash Flow Kings 100 ETF · FLOW diff. adviser | 26% | 0.25% | Global X Management Company LLC |
| 19 | Sparkline Intangible Value ETF · ITAN diff. adviser | 26% | 0.50% | Empowered Funds, LLC d/b/a EA Advisers |
| 20 | STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND · BBISX, BBTGX, BCVCX, STRAX diff. adviser | 25% | 0.69% | Sterling Capital Management LLC |
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