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 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 64% | 0.03% | The Vanguard Group, Inc. |
| 2 | Schwab Fundamental U.S. Large Company ETF · FNDX diff. adviser | 62% | 0.25% | Charles Schwab Investment Management, Inc. |
| 3 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 61% | 0.04% | Charles Schwab Investment Management, Inc. |
| 4 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX diff. adviser | 61% | 0.25% | Charles Schwab Investment Management, Inc. |
| 5 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 60% | 0.04% | The Vanguard Group, Inc. |
| 6 | WisdomTree U.S. Total Dividend Fund · DTD diff. adviser | 60% | 0.28% | WisdomTree Asset Management, Inc. |
| 7 | EQ/Large Cap Value Index Portfolio diff. adviser | 60% | 0.49% | Equitable Investment Management Group, LLC |
| 8 | Schwab Fundamental U.S. Broad Market ETF · FNDB diff. adviser | 60% | 0.25% | Charles Schwab Investment Management, Inc. |
| 9 | AZL Russell 1000 Value Index Fund diff. adviser | 60% | 0.42% | Allianz Investment Management LLC |
| 10 | iShares Core S&P U.S. Value ETF · IUSV cheaper diff. adviser | 60% | 0.04% | BlackRock Fund Advisors |
| 11 | iShares Russell 1000 Value ETF · IWD diff. adviser | 59% | 0.18% | BlackRock Fund Advisors |
| 12 | VANGUARD RUSSELL 1000 VALUE INDEX FUND · VRVIX, VONV cheaper diff. adviser | 59% | 0.05% | The Vanguard Group, Inc. |
| 13 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS cheaper diff. adviser | 59% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 14 | PD Large-Cap Value Index Portfolio cheaper diff. adviser | 59% | 0.17% | Pacific Life Fund Advisors LLC |
| 15 | PROFUND VP LARGE CAP VALUE diff. adviser | 58% | 1.68% | ProFund Advisors LLC |
| 16 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF · SPYV cheaper diff. adviser | 58% | 0.04% | SSGA Funds Management, Inc. |
| 17 | iShares S&P 500 Value ETF · IVE diff. adviser | 58% | 0.18% | BlackRock Fund Advisors |
| 18 | Nuveen Large Cap Value Index Fund · TILVX, TRCVX, THCVX, THCWX cheaper diff. adviser | 58% | 0.00% | Teachers Advisors, LLC |
| 19 | Fidelity Large Cap Value Index Fund · FLCOX cheaper diff. adviser | 58% | 0.03% | Fidelity Management & Research Company LLC |
| 20 | Invesco RAFI US 1000 ETF · PRF diff. adviser | 58% | 0.34% | Invesco Capital Management LLC |
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