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 | MML Equity Fund diff. adviser | 40% | 0.43% | MML Investment Advisers, LLC |
| 2 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 40% | 0.70% | SunAmerica Asset Management, LLC |
| 3 | M Large Cap Value Fund · MBOVX diff. adviser | 40% | 0.63% | M Financial Investment Advisers, Inc. |
| 4 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX diff. adviser | 40% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | MassMutual Diversified Value Fund · MDDAX, MDDLX, MDVNX, MDVSX, MDVYX, MDDIX, MDDRX, MMNBX diff. adviser | 40% | 0.60% | MML Investment Advisers, LLC |
| 6 | Invesco Large Cap Value ETF · PWV diff. adviser | 36% | 0.55% | Invesco Capital Management LLC |
| 7 | Crossmark Large Cap Value ETF diff. adviser | 34% | 0.50% | Crossmark Global Investments, Inc. |
| 8 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 34% | 0.11% | Fidelity Management & Research Company LLC |
| 9 | SA U.S. Value Fund diff. adviser | 33% | 0.74% | Focus Partners Advisor Solutions, LLC |
| 10 | THE U.S. LARGE CAP VALUE SERIES diff. adviser | 33% | — | DIMENSIONAL FUND ADVISORS LP |
| 11 | Themes US Cash Flow Champions ETF · LGCF | 32% | 0.29% | — |
| 12 | Columbia U.S. Equity Income ETF · EQIN diff. adviser | 32% | 0.35% | Columbia Management Investment Advisers, LLC |
| 13 | GMO U.S. Value ETF · GMOV diff. adviser | 32% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 14 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX diff. adviser | 32% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 15 | Dimensional VA U.S. Large Value Portfolio cheaper diff. adviser | 31% | 0.21% | DIMENSIONAL FUND ADVISORS LP |
| 16 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 30% | 0.20% | BlackRock Fund Advisors |
| 17 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX diff. adviser | 30% | 0.43% | Voya Investments, LLC |
| 18 | Edgar Lomax Value Fund · LOMAX diff. adviser | 29% | 0.69% | The Edgar Lomax Company |
| 19 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 29% | 0.05% | BlackRock Fund Advisors |
| 20 | PGIM Quant Solutions Large-Cap Value Fund · SUVAX, SUVCX, SUVZX, PRVRX, SUVQX diff. adviser | 29% | 0.79% | PGIM INVESTMENTS LLC |
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