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 | Cambria LargeCap Shareholder Yield ETF · LYLD | 34% | 0.59% | Cambria Investment Management, L.P. |
| 2 | Cambria Value and Momentum ETF · VAMO | 29% | 0.65% | Cambria Investment Management, L.P. |
| 3 | Cambria Micro and SmallCap Shareholder Yield ETF · MYLD | 27% | 1.09% | Cambria Investment Management, L.P. |
| 4 | LSV Value Equity Fund · LSVEX, LVAEX diff. adviser | 24% | 0.67% | LSV Asset Management |
| 5 | Euclidean Fundamental Value ETF · ECML diff. adviser | 24% | 0.95% | Empowered Funds, LLC d/b/a EA Advisers |
| 6 | S&P 500 Pure Value Fund · RYZAX, RYLVX, RYVVX diff. adviser | 22% | 1.55% | Security Investors, LLC |
| 7 | S&P 500 Pure Value Fund diff. adviser | 22% | 1.64% | Security Investors, LLC |
| 8 | Harbor Mid Cap Value Fund · HAMVX, HRMVX, HIMVX, HNMVX diff. adviser | 22% | 0.77% | Harbor Capital Advisors, Inc. |
| 9 | Leadershares Alphafactor US Core Equity ETF diff. adviser | 22% | 0.75% | Redwood Investment Management, LLC |
| 10 | O'Shaughnessy Market Leaders Value Fund · OFVIX cheaper diff. adviser | 22% | 0.55% | OShaughnessy Asset Management LLC |
| 11 | Invesco S&P 500 Pure Value ETF · RPV cheaper diff. adviser | 21% | 0.35% | Invesco Capital Management LLC |
| 12 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 19% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 13 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 19% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 14 | VANGUARD U.S. VALUE FACTOR ETF · VFVA cheaper diff. adviser | 18% | 0.13% | The Vanguard Group, Inc. |
| 15 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper diff. adviser | 17% | 0.35% | LSV Asset Management |
| 16 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF · ONEY cheaper diff. adviser | 17% | 0.20% | SSGA Funds Management, Inc. |
| 17 | VictoryShares US Value Momentum ETF · ULVM cheaper diff. adviser | 17% | 0.20% | Victory Capital Management Inc. |
| 18 | S&P MidCap 400 Pure Value Fund diff. adviser | 17% | 1.64% | Security Investors, LLC |
| 19 | S&P MidCap 400 Pure Value Fund · RYAVX, RYMVX, RYMMX diff. adviser | 17% | 1.55% | Security Investors, LLC |
| 20 | First Trust Large Cap Value AlphaDEX Fund · FTA cheaper diff. adviser | 17% | 0.58% | First Trust Advisors L.P. |
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