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 | American Beacon Shapiro SMID Cap Equity Fund · SHDIX, SHDPX, SHDYX, SHDRX, SHDCX, SHEAX | 41% | 0.90% | American Beacon Advisors, Inc. |
| 2 | GoodHaven Fund · GOODX diff. adviser | 17% | 1.10% | GoodHaven Capital Management LLC |
| 3 | SOUND SHORE FUND · SSHFX, SSHVX cheaper diff. adviser | 15% | 0.75% | Sound Shore Management, Inc. |
| 4 | Hennessy Large Cap Financial Fund · HLFNX, HILFX diff. adviser | 14% | 1.55% | Hennessy Advisors Inc. |
| 5 | Allspring Large Cap Value Fund · CBEAX, CBEBX, CBECX, CBEQX, CBLLX, CBLSX, CBEJX cheaper diff. adviser | 13% | 0.40% | Allspring Funds Management, LLC |
| 6 | Allspring Special Large Cap Value Fund · EIVAX, EIVCX, EIVIX, EIVDX, EIVFX cheaper diff. adviser | 13% | 0.40% | Allspring Funds Management, LLC |
| 7 | Allspring Special Large Value ETF · ASLV cheaper diff. adviser | 13% | 0.35% | Allspring Funds Management, LLC |
| 8 | AMG River Road Large Cap Value Select Fund · FQUAX, MEQFX cheaper diff. adviser | 13% | 0.64% | AMG Funds LLC |
| 9 | iShares U.S. Financials ETF · IYF cheaper diff. adviser | 12% | 0.38% | BlackRock Fund Advisors |
| 10 | iShares U.S. Financial Services ETF · IYG cheaper diff. adviser | 12% | 0.38% | BlackRock Fund Advisors |
| 11 | State Street(R) Financial Select Sector SPDR(R) ETF · XLF cheaper diff. adviser | 11% | 0.08% | SSGA Funds Management, Inc. |
| 12 | PROFUND VP FINANCIALS diff. adviser | 11% | 1.68% | ProFund Advisors LLC |
| 13 | COPLEY INVESTMENT FUND diff. adviser | 11% | 1.15% | DCM Advisors, LLC |
| 14 | Fidelity MSCI Financials Index ETF · FNCL cheaper diff. adviser | 11% | 0.08% | Fidelity Management & Research Company LLC |
| 15 | JPMorgan Large Cap Value Fund · HLQVX, OLVAX, OLVCX, JLVRX, JLVZX, JLVMX, OLVRX, OLVTX cheaper diff. adviser | 11% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 16 | JNL/Mellon Financial Sector Fund cheaper diff. adviser | 11% | 0.29% | Jackson National Asset Management, LLC |
| 17 | EQ/JPMorgan Value Opportunities Portfolio cheaper diff. adviser | 11% | 0.71% | Equitable Investment Management Group, LLC |
| 18 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 11% | 0.20% | BlackRock Fund Advisors |
| 19 | VANGUARD FINANCIALS INDEX FUND · VFAIX, VFH cheaper diff. adviser | 11% | 0.09% | The Vanguard Group, Inc. |
| 20 | CTIVP - T. Rowe Price Large Cap Value Fund cheaper diff. adviser | 11% | 0.70% | Columbia Management Investment Advisers, LLC |
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