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 | Crossmark Large Cap Value ETF cheaper diff. adviser | 20% | 0.50% | Crossmark Global Investments, Inc. |
| 2 | Victory Pioneer Core Equity Fund · PVFYX, PIOTX, PCEKX, PCOTX cheaper diff. adviser | 19% | 0.57% | Victory Capital Management Inc. |
| 3 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 19% | 0.11% | Fidelity Management & Research Company LLC |
| 4 | Nuveen Large Cap Value Opportunities Fund · NQCAX, NQCCX, NQCRX diff. adviser | 19% | 0.75% | Nuveen Fund Advisors, LLC |
| 5 | Nuveen Multi Cap Value Fund · NQVAX, NQVCX, NQVRX diff. adviser | 19% | 0.90% | Nuveen Fund Advisors, LLC |
| 6 | T. Rowe Price Equity Income ETF · TEQI cheaper diff. adviser | 18% | 0.54% | T. Rowe Price Associates, Inc. |
| 7 | Victory Pioneer Equity Income VCT Portfolio diff. adviser | 18% | 0.79% | Victory Capital Management Inc. |
| 8 | Natixis U.S. Equity Opportunities Fund · NEFSX, NECCX, NESYX, NUSTX, NESNX diff. adviser | 18% | 0.76% | Natixis Advisors, LLC |
| 9 | ARS Focused Opportunities Strategy ETF · AFOS cheaper | 18% | 0.45% | — |
| 10 | VOYA LARGE CAP VALUE FUND · IEDAX, IEDCX, IEDIX, IWEDX, IEDRX, IEDZX, IEDBX cheaper diff. adviser | 18% | 0.61% | Voya Investments, LLC |
| 11 | Transamerica Large Cap Value · TWQAX, TWQCX, TWQIX, TWQZX, TALCX cheaper diff. adviser | 18% | 0.63% | Transamerica Asset Management, Inc. |
| 12 | Victory Pioneer Disciplined Value Fund · CVKFX, CVFYX, CVCFX, CVFCX cheaper diff. adviser | 18% | 0.45% | Victory Capital Management Inc. |
| 13 | Putnam Focused Large Cap Value ETF cheaper diff. adviser | 18% | 0.55% | Putnam Investment Management, LLC |
| 14 | VOYA LARGE CAP VALUE PORTFOLIO · IPEAX, IPEIX, IPESX, IPETX, VLCRX cheaper diff. adviser | 17% | 0.69% | Voya Investments, LLC |
| 15 | Transamerica Great Lakes Advisors Large Cap Value VP cheaper diff. adviser | 17% | 0.69% | Transamerica Asset Management, Inc. |
| 16 | VY(R) T. ROWE PRICE EQUITY INCOME PORTFOLIO · ITEAX, ITEIX, IRPSX, ITETX cheaper diff. adviser | 17% | 0.61% | Voya Investments, LLC |
| 17 | Domestic Equity Portfolio cheaper diff. adviser | 17% | 0.50% | Mason Street Advisors, LLC |
| 18 | Oakmark U.S. Large Cap ETF · OAKM cheaper diff. adviser | 17% | 0.59% | Harris Associates L.P. |
| 19 | Eaton Vance Focused Value Opportunities Fund · EAFVX, ECFVX, EIFVX cheaper diff. adviser | 17% | 0.74% | Eaton Vance Management |
| 20 | Value Portfolio cheaper diff. adviser | 17% | 0.66% | Pacific Life Fund Advisors LLC |
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