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 | Strive 1000 Value ETF · STXV cheaper | 38% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 2 | Schwab Fundamental U.S. Large Company ETF · FNDX cheaper diff. adviser | 37% | 0.25% | Charles Schwab Investment Management, Inc. |
| 3 | Schwab Fundamental U.S. Broad Market ETF · FNDB cheaper diff. adviser | 37% | 0.25% | Charles Schwab Investment Management, Inc. |
| 4 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX cheaper diff. adviser | 36% | 0.25% | Charles Schwab Investment Management, Inc. |
| 5 | JNL/RAFI Multi-Factor U.S. Equity Fund diff. adviser | 36% | 0.37% | Jackson National Asset Management, LLC |
| 6 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 35% | 0.04% | Charles Schwab Investment Management, Inc. |
| 7 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · MFUS cheaper diff. adviser | 35% | 0.29% | Pacific Investment Management Company LLC |
| 8 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 35% | 0.04% | The Vanguard Group, Inc. |
| 9 | Invesco RAFI US 1000 ETF · PRF diff. adviser | 34% | 0.34% | Invesco Capital Management LLC |
| 10 | iShares Morningstar Value ETF · ILCV cheaper diff. adviser | 34% | 0.04% | BlackRock Fund Advisors |
| 11 | VANGUARD S&P 500 VALUE INDEX FUND · VOOV, VSPVX cheaper diff. adviser | 34% | 0.05% | The Vanguard Group, Inc. |
| 12 | iShares Core S&P U.S. Value ETF · IUSV cheaper diff. adviser | 34% | 0.04% | BlackRock Fund Advisors |
| 13 | PROFUND VP LARGE CAP VALUE diff. adviser | 34% | 1.68% | ProFund Advisors LLC |
| 14 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 34% | 0.03% | The Vanguard Group, Inc. |
| 15 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF · SPYV cheaper diff. adviser | 34% | 0.04% | SSGA Funds Management, Inc. |
| 16 | iShares S&P 500 Value ETF · IVE cheaper diff. adviser | 34% | 0.18% | BlackRock Fund Advisors |
| 17 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 34% | 0.28% | WisdomTree Asset Management, Inc. |
| 18 | LARGE-CAP VALUE PROFUND · LVPIX, LVPSX diff. adviser | 33% | 1.78% | ProFund Advisors LLC |
| 19 | SA Large Cap Value Index Portfolio diff. adviser | 33% | 0.35% | SunAmerica Asset Management, LLC |
| 20 | VANGUARD RUSSELL 1000 VALUE INDEX FUND · VRVIX, VONV cheaper diff. adviser | 33% | 0.05% | The Vanguard Group, Inc. |
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