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 | Victory RS Large Cap Alpha Fund · GPAFX, RCOCX, RCEYX cheaper | 52% | 0.68% | Victory Capital Management Inc. |
| 2 | Victory Income Stock Fund · USISX, UIISX cheaper | 42% | 0.75% | Victory Capital Management Inc. |
| 3 | Victory Growth & Income Fund · USGRX, UIGIX cheaper | 38% | 0.86% | Victory Capital Management Inc. |
| 4 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper diff. adviser | 35% | 0.35% | LSV Asset Management |
| 5 | VANGUARD RUSSELL 1000 VALUE INDEX FUND · VRVIX, VONV cheaper diff. adviser | 34% | 0.05% | The Vanguard Group, Inc. |
| 6 | iShares ESG Aware MSCI USA Value ETF · EVUS cheaper diff. adviser | 34% | 0.18% | BlackRock Fund Advisors |
| 7 | Nuveen Large Cap Value Index Fund · TILVX, TRCVX, THCVX, THCWX cheaper diff. adviser | 34% | 0.00% | Teachers Advisors, LLC |
| 8 | AZL Russell 1000 Value Index Fund cheaper diff. adviser | 34% | 0.42% | Allianz Investment Management LLC |
| 9 | iShares Russell 1000 Value ETF · IWD cheaper diff. adviser | 33% | 0.18% | BlackRock Fund Advisors |
| 10 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 33% | 0.03% | The Vanguard Group, Inc. |
| 11 | Dimensional US Large Cap Vector ETF · DFVX cheaper diff. adviser | 33% | 0.19% | DIMENSIONAL FUND ADVISORS LP |
| 12 | Disciplined Core Value Fund · BIGRX, AMADX, AMGIX, ACGCX, AICRX, AICGX cheaper diff. adviser | 33% | 0.45% | American Century Investment Management, Inc. |
| 13 | T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund · TQMVX, TQVAX, TQVIX cheaper diff. adviser | 33% | 0.53% | T. Rowe Price Associates, Inc. |
| 14 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 33% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 15 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 33% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 16 | AVIP BlackRock Advantage Large Cap Value Portfolio cheaper diff. adviser | 33% | 0.74% | CONSTELLATION INVESTMENTS INC |
| 17 | CornerCap Fundametrics Large-Cap ETF · FUNL cheaper diff. adviser | 33% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 18 | Fidelity Enhanced Large Cap Value ETF · FELV cheaper diff. adviser | 33% | 0.18% | Fidelity Management & Research Company LLC |
| 19 | Schwab Fundamental U.S. Large Company ETF · FNDX cheaper diff. adviser | 32% | 0.25% | Charles Schwab Investment Management, Inc. |
| 20 | Invesco RAFI US 1000 ETF · PRF cheaper diff. adviser | 32% | 0.34% | Invesco Capital Management LLC |
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