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 | VALUE EQUITY FUND · GVEYX, GVEZX cheaper diff. adviser | 33% | 0.63% | GuideStone Capital Management, LLC |
| 2 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 26% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 3 | Penn Series Large Core Value Fund diff. adviser | 26% | 0.91% | Penn Mutual Asset Management, LLC |
| 4 | Eaton Vance Large-Cap Value Fund · EHSTX, ECSTX, ERSTX, EILVX, ERLVX diff. adviser | 26% | 0.70% | Boston Management and Research |
| 5 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 25% | 0.20% | BlackRock Fund Advisors |
| 6 | Eaton Vance Focused Value Opportunities Fund · EAFVX, ECFVX, EIFVX diff. adviser | 25% | 0.74% | Eaton Vance Management |
| 7 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 25% | 0.43% | Voya Investments, LLC |
| 8 | Transamerica Great Lakes Advisors Large Cap Value VP cheaper diff. adviser | 25% | 0.69% | Transamerica Asset Management, Inc. |
| 9 | Dunham Large Cap Value Fund · DALVX, DCLVX, DNLVX diff. adviser | 25% | 1.17% | Dunham & Associates Investment Counsel, Inc. |
| 10 | Transamerica Large Value Active ETF | 24% | — | — |
| 11 | Transamerica Large Cap Value · TWQAX, TWQCX, TWQIX, TWQZX, TALCX cheaper diff. adviser | 24% | 0.63% | Transamerica Asset Management, Inc. |
| 12 | TCW Relative Value Mid Cap Fund · TGVOX, TGVNX | 24% | 0.85% | TCW Investment Management Company LLC |
| 13 | Wilmington Enhanced Dividend Income Strategy Fund · WDIAX, WDIIX cheaper diff. adviser | 24% | 0.50% | Wilmington Funds Management Corporation |
| 14 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 24% | 0.05% | The Vanguard Group, Inc. |
| 15 | FlexShares STOXX US ESG Select Index Fund · ESG cheaper diff. adviser | 23% | 0.32% | NORTHERN TRUST INVESTMENTS, INC. |
| 16 | Dimensional US Large Cap Value ETF · DFLV cheaper diff. adviser | 23% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 17 | First Trust Dow 30 Equal Weight ETF · EDOW cheaper diff. adviser | 23% | 0.50% | First Trust Advisors L.P. |
| 18 | iShares ESG Aware MSCI USA Value ETF · EVUS cheaper diff. adviser | 23% | 0.18% | BlackRock Fund Advisors |
| 19 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 22% | 0.54% | Columbia Management Investment Advisers, LLC |
| 20 | Goldman Sachs Equity Income Fund · GSIIX, GSGSX, GSGRX, GSGCX, GRGRX, GRGTX, GRGUX, GABPX cheaper diff. adviser | 22% | 0.68% | Goldman Sachs Asset Management, L.P. |
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