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 | VANGUARD U.S. MULTIFACTOR FUND · VFMFX | 83% | 0.18% | The Vanguard Group, Inc. |
| 2 | VANGUARD U.S. VALUE FACTOR ETF · VFVA cheaper | 40% | 0.13% | The Vanguard Group, Inc. |
| 3 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · MFUS diff. adviser | 33% | 0.29% | Pacific Investment Management Company LLC |
| 4 | JNL/RAFI Multi-Factor U.S. Equity Fund diff. adviser | 33% | 0.37% | Jackson National Asset Management, LLC |
| 5 | LSV Conservative Value Equity Fund · LSVVX, LVAVX diff. adviser | 32% | 0.35% | LSV Asset Management |
| 6 | GuideMark Large Cap Core Fund · GMLGX, GILGX, GLCPX diff. adviser | 32% | 0.55% | AssetMark Inc. |
| 7 | Systematic Core Fund · VCGAX diff. adviser | 32% | 0.64% | The Variable Annuity Life Insurance Company |
| 8 | VANGUARD U.S. QUALITY FACTOR ETF · VFQY cheaper | 32% | 0.13% | The Vanguard Group, Inc. |
| 9 | Hartford Multifactor US Equity ETF · ROUS diff. adviser | 32% | 0.19% | Lattice Strategies LLC |
| 10 | Schwab Fundamental U.S. Broad Market ETF · FNDB diff. adviser | 32% | 0.25% | Charles Schwab Investment Management, Inc. |
| 11 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF · VLU cheaper diff. adviser | 31% | 0.12% | SSGA Funds Management, Inc. |
| 12 | Longview Advantage ETF · EBI | 31% | 0.24% | — |
| 13 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 31% | 0.70% | SunAmerica Asset Management, LLC |
| 14 | Avantis U.S. Equity Fund · AVUSX, AVUNX cheaper | 31% | 0.00% | — |
| 15 | Schwab Fundamental U.S. Large Company ETF · FNDX diff. adviser | 31% | 0.25% | Charles Schwab Investment Management, Inc. |
| 16 | Avantis U.S. Equity ETF · AVUS cheaper | 31% | 0.15% | — |
| 17 | PGIM Quant Solutions Large-Cap Value Fund · SUVAX, SUVCX, SUVZX, PRVRX, SUVQX diff. adviser | 31% | 0.79% | PGIM INVESTMENTS LLC |
| 18 | U.S. VECTOR EQUITY PORTFOLIO · DFVEX diff. adviser | 31% | 0.24% | DIMENSIONAL FUND ADVISORS LP |
| 19 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX diff. adviser | 30% | 0.25% | Charles Schwab Investment Management, Inc. |
| 20 | Invesco RAFI US 1000 ETF · PRF diff. adviser | 30% | 0.34% | Invesco Capital Management LLC |
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