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 | Hartford Multifactor US Equity ETF · ROUS cheaper | 42% | 0.19% | Lattice Strategies LLC |
| 2 | GMO U.S. Value ETF · GMOV diff. adviser | 35% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 3 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX diff. adviser | 35% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 4 | Franklin U.S. Large Cap Equity Fund · LMUPX, LMUGX, LMUSX, LMUOX, LMTIX, LMISX diff. adviser | 35% | 0.70% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 5 | LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund diff. adviser | 34% | 0.36% | Lincoln Financial Investments Corporation |
| 6 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 34% | 0.11% | Fidelity Management & Research Company LLC |
| 7 | Hartford Disciplined US Equity ETF · HDUS cheaper | 34% | 0.19% | Lattice Strategies LLC |
| 8 | Schwab Fundamental U.S. Large Company Index Fund · SFLNX cheaper diff. adviser | 33% | 0.25% | Charles Schwab Investment Management, Inc. |
| 9 | Pacer Lunt Large Cap Multi-Factor Alternator ETF · PALC diff. adviser | 33% | 0.60% | Pacer Advisors, Inc. |
| 10 | SA Franklin Systematic U.S. Large Cap Value Portfolio diff. adviser | 33% | 0.64% | SunAmerica Asset Management, LLC |
| 11 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 33% | 0.28% | WisdomTree Asset Management, Inc. |
| 12 | MFS Blended Research Value Equity Fund · BRUDX, BRUEX, BRUGX, BRUHX, BRUJX, BRUKX, BRULX, BRUMX, BRUNX diff. adviser | 33% | 0.34% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 33% | 0.70% | SunAmerica Asset Management, LLC |
| 14 | Schwab Fundamental U.S. Large Company ETF · FNDX cheaper diff. adviser | 33% | 0.25% | Charles Schwab Investment Management, Inc. |
| 15 | CornerCap Fundametrics Large-Cap ETF · FUNL diff. adviser | 33% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 16 | LSV Conservative Value Equity Fund · LSVVX, LVAVX diff. adviser | 33% | 0.35% | LSV Asset Management |
| 17 | SA Franklin Systematic U.S. Large Cap Core Portfolio diff. adviser | 33% | 0.56% | SunAmerica Asset Management, LLC |
| 18 | WisdomTree U.S. Total Dividend Fund · DTD cheaper diff. adviser | 32% | 0.28% | WisdomTree Asset Management, Inc. |
| 19 | Invesco RAFI US 1000 ETF · PRF diff. adviser | 32% | 0.34% | Invesco Capital Management LLC |
| 20 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 32% | 0.20% | BlackRock Fund Advisors |
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