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 | VictoryShares US Value Momentum ETF · ULVM cheaper diff. adviser | 41% | 0.20% | Victory Capital Management Inc. |
| 2 | Invesco S&P 500 Pure Value ETF · RPV cheaper | 39% | 0.35% | Invesco Capital Management LLC |
| 3 | First Trust Large Cap Value AlphaDEX Fund · FTA diff. adviser | 38% | 0.58% | First Trust Advisors L.P. |
| 4 | Invesco S&P 500 Equal Weight Financials ETF · RSPF | 37% | 0.40% | Invesco Capital Management LLC |
| 5 | S&P 500 Pure Value Fund · RYZAX, RYLVX, RYVVX diff. adviser | 36% | 1.55% | Security Investors, LLC |
| 6 | S&P 500 Pure Value Fund diff. adviser | 36% | 1.64% | Security Investors, LLC |
| 7 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper diff. adviser | 34% | 0.05% | The Vanguard Group, Inc. |
| 8 | Invesco Large Cap Value ETF · PWV | 33% | 0.55% | Invesco Capital Management LLC |
| 9 | iShares Select Dividend ETF · DVY cheaper diff. adviser | 31% | 0.38% | BlackRock Fund Advisors |
| 10 | iShares Morningstar Mid-Cap Value ETF · IMCV cheaper diff. adviser | 31% | 0.06% | BlackRock Fund Advisors |
| 11 | First Trust Lunt U.S. Factor Rotation ETF · FCTR diff. adviser | 30% | 0.65% | First Trust Advisors L.P. |
| 12 | STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND · BBISX, BBTGX, BCVCX, STRAX diff. adviser | 30% | 0.69% | Sterling Capital Management LLC |
| 13 | SA U.S. Value Fund diff. adviser | 29% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 14 | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF · XRLV cheaper | 29% | 0.25% | Invesco Capital Management LLC |
| 15 | Invesco S&P 500 Low Volatility ETF · SPLV cheaper | 29% | 0.25% | Invesco Capital Management LLC |
| 16 | Invesco S&P 500 Revenue ETF · RWL | 28% | 0.39% | Invesco Capital Management LLC |
| 17 | MML Equity Fund diff. adviser | 28% | 0.43% | MML Investment Advisers, LLC |
| 18 | M Large Cap Value Fund · MBOVX diff. adviser | 28% | 0.63% | M Financial Investment Advisers, Inc. |
| 19 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 28% | 0.70% | SunAmerica Asset Management, LLC |
| 20 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX diff. adviser | 28% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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