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 | Fidelity Enhanced Large Cap Value ETF · FELV cheaper diff. adviser | 44% | 0.18% | Fidelity Management & Research Company LLC |
| 2 | SA Franklin Systematic U.S. Large Cap Value Portfolio cheaper diff. adviser | 43% | 0.64% | SunAmerica Asset Management, LLC |
| 3 | Global Atlantic BlackRock Disciplined Value Portfolio cheaper diff. adviser | 43% | 0.57% | Global Atlantic Investment Advisors, LLC |
| 4 | EQ/Large Cap Value Index Portfolio cheaper diff. adviser | 43% | 0.49% | Equitable Investment Management Group, LLC |
| 5 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS cheaper diff. adviser | 42% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 6 | PD Large-Cap Value Index Portfolio cheaper diff. adviser | 42% | 0.17% | Pacific Life Fund Advisors LLC |
| 7 | Schwab U.S. Large-Cap Value Index Fund · SWLVX cheaper diff. adviser | 42% | 0.03% | Charles Schwab Investment Management, Inc. |
| 8 | Fidelity Large Cap Value Index Fund · FLCOX cheaper diff. adviser | 42% | 0.03% | Fidelity Management & Research Company LLC |
| 9 | Fidelity Series Large Cap Value Index Fund · FIOOX cheaper diff. adviser | 42% | 0.00% | Fidelity Management & Research Company LLC |
| 10 | BlackRock Advantage Large Cap Value Fund cheaper diff. adviser | 42% | 0.49% | BlackRock Advisors, LLC |
| 11 | AVIP BlackRock Advantage Large Cap Value Portfolio cheaper diff. adviser | 41% | 0.74% | CONSTELLATION INVESTMENTS INC |
| 12 | BlackRock Advantage Large Cap Value V.I. Fund cheaper diff. adviser | 41% | 0.60% | BlackRock Advisors, LLC |
| 13 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 41% | 0.20% | BlackRock Fund Advisors |
| 14 | AZL Russell 1000 Value Index Fund cheaper diff. adviser | 41% | 0.42% | Allianz Investment Management LLC |
| 15 | VANGUARD RUSSELL 1000 VALUE INDEX FUND · VRVIX, VONV cheaper diff. adviser | 41% | 0.05% | The Vanguard Group, Inc. |
| 16 | iShares Russell 1000 Value ETF · IWD cheaper diff. adviser | 41% | 0.18% | BlackRock Fund Advisors |
| 17 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 41% | 0.43% | Voya Investments, LLC |
| 18 | Nuveen Large Cap Value Index Fund · TILVX, TRCVX, THCVX, THCWX cheaper diff. adviser | 41% | 0.00% | Teachers Advisors, LLC |
| 19 | Dimensional VA U.S. Large Value Portfolio cheaper diff. adviser | 41% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 20 | SA U.S. Value Fund cheaper diff. adviser | 40% | 0.74% | Focus Partners Advisor Solutions, LLC |
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