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 | THRIVENT LARGE CAP VALUE PORTFOLIO diff. adviser | 92% | 0.63% | Thrivent Financial for Lutherans |
| 2 | THRIVENT MID CAP VALUE PORTFOLIO diff. adviser | 34% | 0.89% | Thrivent Financial for Lutherans |
| 3 | Thrivent Mid Cap Value ETF · TMVE cheaper | 33% | 0.55% | — |
| 4 | T. Rowe Price Value ETF · TVAL cheaper diff. adviser | 33% | 0.33% | T. Rowe Price Associates, Inc. |
| 5 | Zacks Dividend Fund · ZDIVX, ZDIIX diff. adviser | 33% | 1.06% | Zacks Investment Management, Inc. |
| 6 | THRIVENT GLOBAL STOCK PORTFOLIO diff. adviser | 33% | 0.61% | Thrivent Financial for Lutherans |
| 7 | THRIVENT GLOBAL STOCK FUND · AALGX, IILGX | 31% | 0.64% | Thrivent Asset Management, LLC |
| 8 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 31% | 0.20% | BlackRock Fund Advisors |
| 9 | JPMorgan U.S. Value Fund · VGIIX, VGRIX, VGICX, VGRTX, VGIFX, VGINX, JGAVX, JGRUX cheaper diff. adviser | 31% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 10 | JNL/JPMorgan U.S. Value Fund diff. adviser | 31% | 0.58% | Jackson National Asset Management, LLC |
| 11 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 31% | 0.43% | Voya Investments, LLC |
| 12 | MML Equity Fund cheaper diff. adviser | 31% | 0.43% | MML Investment Advisers, LLC |
| 13 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 31% | 0.70% | SunAmerica Asset Management, LLC |
| 14 | M Large Cap Value Fund · MBOVX diff. adviser | 31% | 0.63% | M Financial Investment Advisers, Inc. |
| 15 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX diff. adviser | 31% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | MassMutual Diversified Value Fund · MDDAX, MDDLX, MDVNX, MDVSX, MDVYX, MDDIX, MDDRX, MMNBX diff. adviser | 30% | 0.60% | MML Investment Advisers, LLC |
| 17 | CTIVP - Wellington Large Cap Value Fund diff. adviser | 30% | 0.62% | Columbia Management Investment Advisers, LLC |
| 18 | HARTFORD DIVIDEND AND GROWTH HLS FUND · HIADX, HDGBX diff. adviser | 30% | 0.66% | Hartford Funds Management Company, LLC |
| 19 | THE HARTFORD DIVIDEND AND GROWTH FUND · IHGIX, HDGCX, HDGYX, HDGIX, HDGRX, HDGSX, HDGTX, HDGVX, HDGFX diff. adviser | 30% | 0.63% | Hartford Funds Management Company, LLC |
| 20 | Touchstone ETF Trust-Touchstone Dividend Select ETF · DVND cheaper diff. adviser | 30% | 0.50% | Touchstone Advisors, Inc. |
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