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 | Schwab Fundamental U.S. Broad Market ETF · FNDB diff. adviser | 80% | 0.25% | Charles Schwab Investment Management, Inc. |
| 2 | Schwab Fundamental U.S. Large Company ETF · FNDX diff. adviser | 77% | 0.25% | Charles Schwab Investment Management, Inc. |
| 3 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX diff. adviser | 77% | 0.25% | Charles Schwab Investment Management, Inc. |
| 4 | Invesco RAFI US 1000 ETF · PRF diff. adviser | 73% | 0.34% | Invesco Capital Management LLC |
| 5 | Invesco S&P 500 Revenue ETF · RWL diff. adviser | 67% | 0.39% | Invesco Capital Management LLC |
| 6 | LVIP Dimensional U.S. Core Equity 1 Fund diff. adviser | 66% | 0.39% | Lincoln Financial Investments Corporation |
| 7 | JNL/DFA U.S. Core Equity Fund diff. adviser | 65% | 0.45% | Jackson National Asset Management, LLC |
| 8 | EQ/Large Cap Value Index Portfolio diff. adviser | 64% | 0.49% | Equitable Investment Management Group, LLC |
| 9 | PD Large-Cap Value Index Portfolio diff. adviser | 63% | 0.17% | Pacific Life Fund Advisors LLC |
| 10 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF · SPTM cheaper | 63% | 0.03% | SSGA Funds Management, Inc. |
| 11 | Schwab U.S. Large-Cap Value Index Fund · SWLVX cheaper diff. adviser | 63% | 0.03% | Charles Schwab Investment Management, Inc. |
| 12 | Invesco RAFI Strategic US ETF · IUS diff. adviser | 63% | 0.19% | Invesco Capital Management LLC |
| 13 | Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF · GVUS diff. adviser | 63% | 0.12% | Goldman Sachs Asset Management, L.P. |
| 14 | Fidelity Large Cap Value Index Fund · FLCOX cheaper diff. adviser | 63% | 0.03% | Fidelity Management & Research Company LLC |
| 15 | U.S. CORE EQUITY 1 PORTFOLIO · DFEOX diff. adviser | 63% | 0.15% | DIMENSIONAL FUND ADVISORS LP |
| 16 | Fidelity Series Large Cap Value Index Fund · FIOOX cheaper diff. adviser | 63% | 0.00% | Fidelity Management & Research Company LLC |
| 17 | iShares S&P 500 3% Capped ETF · TOPC cheaper | 62% | 0.09% | — |
| 18 | LVIP Dimensional U.S. Core Equity 2 Fund diff. adviser | 62% | 0.49% | Lincoln Financial Investments Corporation |
| 19 | AZL DFA U.S. Core Equity Fund diff. adviser | 62% | 0.78% | Allianz Investment Management LLC |
| 20 | AZL Russell 1000 Value Index Fund diff. adviser | 62% | 0.42% | Allianz Investment Management LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.