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 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper | 51% | 0.35% | LSV Asset Management |
| 2 | LSV Value Equity Fund · LSVEX, LVAEX cheaper | 48% | 0.67% | LSV Asset Management |
| 3 | SIMT Large Cap Fund · SLGAX, SLYCX | 45% | 0.73% | — |
| 4 | SIMT Tax-Managed Large Cap Fund · TMLCX, STLYX cheaper | 37% | 0.66% | — |
| 5 | SIIT U.S. MANAGED VOLATILITY FUND · SVYAX cheaper | 37% | 0.62% | SEI INVESTMENTS MANAGEMENT Corporation |
| 6 | LSV Disciplined Value ETF · LSVD cheaper | 35% | 0.40% | LSV Asset Management |
| 7 | Equity Income Fund · REAYX, RSQAX, REQSX, RLISX, RUCRX, RAAUX cheaper | 35% | 0.67% | Russell Investment Management, LLC |
| 8 | SIMT U.S. Managed Volatility Fund · SVOAX, SEVIX, SUSYX | 35% | 0.89% | — |
| 9 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper | 34% | 0.11% | Fidelity Management & Research Company LLC |
| 10 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper | 34% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 11 | GMO U.S. Value ETF · GMOV cheaper | 34% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 12 | SIIT LARGE CAP FUND · SLCAX cheaper | 34% | 0.47% | SEI INVESTMENTS MANAGEMENT Corporation |
| 13 | LSV U.S. Managed Volatility Fund · LSVMX, LVAMX cheaper | 34% | 0.55% | LSV Asset Management |
| 14 | LSV Global Value Fund · LSVGX, LVAGX | 33% | 0.90% | LSV Asset Management |
| 15 | Strive 1000 Value ETF · STXV cheaper | 33% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 16 | iShares MSCI USA Value Factor ETF · VLUE cheaper | 33% | 0.15% | BlackRock Fund Advisors |
| 17 | SIIT U.S. Equity Factor Allocation Fund · SEHAX cheaper | 33% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 18 | SEI Enhanced U.S. Large Cap Value Factor ETF · SEIV cheaper | 33% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 19 | SA Franklin BW U.S. Large Cap Value Portfolio | 32% | 0.70% | SunAmerica Asset Management, LLC |
| 20 | SIIT LARGE CAP DISCIPLINED EQUITY FUND · SCPAX cheaper | 32% | 0.47% | SEI INVESTMENTS MANAGEMENT Corporation |
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