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 VALUE INDEX FUND · VIVAX, VVIAX, VIVIX, VTV cheaper | 69% | 0.03% | The Vanguard Group, Inc. |
| 2 | VANGUARD MEGA CAP VALUE INDEX FUND · VMVLX, MGV | 64% | 0.05% | The Vanguard Group, Inc. |
| 3 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX | 64% | 0.04% | The Vanguard Group, Inc. |
| 4 | WisdomTree U.S. Total Dividend Fund · DTD diff. adviser | 63% | 0.28% | WisdomTree Asset Management, Inc. |
| 5 | WisdomTree U.S. LargeCap Dividend Fund · DLN diff. adviser | 63% | 0.28% | WisdomTree Asset Management, Inc. |
| 6 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 62% | 0.52% | Invesco Capital Management LLC |
| 7 | Schwab U.S. Large-Cap Value ETF · SCHV diff. adviser | 62% | 0.04% | Charles Schwab Investment Management, Inc. |
| 8 | iShares Core Dividend ETF · DIVB diff. adviser | 62% | 0.05% | BlackRock Fund Advisors |
| 9 | Strive 1000 Value ETF · STXV diff. adviser | 60% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 10 | iShares Core Dividend Growth ETF · DGRO diff. adviser | 60% | 0.08% | BlackRock Fund Advisors |
| 11 | AZL Russell 1000 Value Index Fund diff. adviser | 57% | 0.42% | Allianz Investment Management LLC |
| 12 | iShares Russell 1000 Value ETF · IWD diff. adviser | 56% | 0.18% | BlackRock Fund Advisors |
| 13 | iShares Russell Top 200 Value ETF · IWX diff. adviser | 56% | 0.20% | BlackRock Fund Advisors |
| 14 | VANGUARD RUSSELL 1000 VALUE INDEX FUND · VRVIX, VONV | 56% | 0.05% | The Vanguard Group, Inc. |
| 15 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX diff. adviser | 56% | 0.43% | Voya Investments, LLC |
| 16 | PROFUND VP LARGE CAP VALUE diff. adviser | 56% | 1.68% | ProFund Advisors LLC |
| 17 | VANGUARD S&P 500 VALUE INDEX FUND · VOOV, VSPVX | 55% | 0.05% | The Vanguard Group, Inc. |
| 18 | PRAXIS VALUE INDEX FUND · MVIAX, MVIIX diff. adviser | 55% | 0.38% | Everence Capital Management, Inc. |
| 19 | Nuveen Large Cap Value Index Fund · TILVX, TRCVX, THCVX, THCWX cheaper diff. adviser | 55% | 0.00% | Teachers Advisors, LLC |
| 20 | LARGE-CAP VALUE PROFUND · LVPIX, LVPSX diff. adviser | 55% | 1.78% | ProFund Advisors LLC |
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