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 | 40% | 0.18% | The Vanguard Group, Inc. |
| 2 | VANGUARD U.S. MULTIFACTOR ETF · VFMF | 40% | 0.18% | The Vanguard Group, Inc. |
| 3 | First Trust Multi Cap Value AlphaDEX Fund · FAB diff. adviser | 36% | 0.66% | First Trust Advisors L.P. |
| 4 | Dimensional U.S. Marketwide Value ETF · DFUV diff. adviser | 33% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 5 | Strive 1000 Value ETF · STXV diff. adviser | 33% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 6 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 33% | 0.11% | Fidelity Management & Research Company LLC |
| 7 | LSV Conservative Value Equity Fund · LSVVX, LVAVX diff. adviser | 32% | 0.35% | LSV Asset Management |
| 8 | Dimensional US Small Cap Value ETF · DFSV diff. adviser | 31% | 0.30% | DIMENSIONAL FUND ADVISORS LP |
| 9 | Schwab Fundamental U.S. Broad Market ETF · FNDB diff. adviser | 31% | 0.25% | Charles Schwab Investment Management, Inc. |
| 10 | Small Cap Opportunities Trust · JADMX, JADLX, JADPX diff. adviser | 31% | 0.81% | John Hancock Variable Trust Advisers LLC |
| 11 | Schwab Fundamental U.S. Large Company ETF · FNDX diff. adviser | 31% | 0.25% | Charles Schwab Investment Management, Inc. |
| 12 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF · VLU cheaper diff. adviser | 31% | 0.12% | SSGA Funds Management, Inc. |
| 13 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX diff. adviser | 31% | 0.25% | Charles Schwab Investment Management, Inc. |
| 14 | SA U.S. Value Fund diff. adviser | 31% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 15 | Dimensional U.S. Targeted Value ETF · DFAT diff. adviser | 30% | 0.28% | DIMENSIONAL FUND ADVISORS LP |
| 16 | Dimensional VA U.S. Large Value Portfolio diff. adviser | 30% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 17 | JPMorgan U.S. Value Factor ETF · JVAL cheaper diff. adviser | 30% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 18 | Invesco RAFI US 1000 ETF · PRF diff. adviser | 30% | 0.34% | Invesco Capital Management LLC |
| 19 | Dimensional US Large Cap Value ETF · DFLV diff. adviser | 30% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 20 | DoubleLine Fortune 500 Equal Weight ETF · DFVE diff. adviser | 30% | 0.20% | DoubleLine ETF Adviser LP |
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