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 Growth & Income Fund · USGRX, UIGIX | 58% | 0.86% | Victory Capital Management Inc. |
| 2 | Victory Value Fund · UVALX, UIVAX | 42% | 0.91% | Victory Capital Management Inc. |
| 3 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 37% | 0.05% | BlackRock Fund Advisors |
| 4 | American Century U.S. Quality Value ETF · VALQ cheaper | 37% | 0.29% | — |
| 5 | Disciplined Value Series · MNDFX, MDFSX, MDVZX, MDVWX cheaper diff. adviser | 36% | 0.16% | Manning & Napier Advisors, LLC |
| 6 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 36% | 0.28% | WisdomTree Asset Management, Inc. |
| 7 | CornerCap Fundametrics Large-Cap ETF · FUNL cheaper diff. adviser | 36% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 8 | SA Franklin BW U.S. Large Cap Value Portfolio cheaper diff. adviser | 36% | 0.70% | SunAmerica Asset Management, LLC |
| 9 | VANGUARD VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper diff. adviser | 36% | 0.03% | The Vanguard Group, Inc. |
| 10 | PIMCO RAFI ESG U.S. ETF · RAFE cheaper diff. adviser | 36% | 0.29% | Pacific Investment Management Company LLC |
| 11 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 35% | 0.04% | The Vanguard Group, Inc. |
| 12 | iShares ESG Aware MSCI USA Value ETF · EVUS cheaper diff. adviser | 35% | 0.18% | BlackRock Fund Advisors |
| 13 | Zacks Dividend Fund · ZDIVX, ZDIIX diff. adviser | 35% | 1.06% | Zacks Investment Management, Inc. |
| 14 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 35% | 0.28% | WisdomTree Asset Management, Inc. |
| 15 | Victory Global Equity Income Fund · UGIEX | 35% | 1.03% | Victory Capital Management Inc. |
| 16 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV cheaper diff. adviser | 34% | 0.05% | The Vanguard Group, Inc. |
| 17 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 34% | 0.04% | Charles Schwab Investment Management, Inc. |
| 18 | Gotham Large Value Fund · GVALX diff. adviser | 34% | 0.75% | Gotham Asset Management, LLC |
| 19 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 34% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 20 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 34% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
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