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 | WESTWOOD QUALITY VALUE FUND · WWLAX, WWLCX, WHGLX, WHGQX cheaper diff. adviser | 88% | 0.55% | Westwood Management Corp. |
| 2 | TETON Westwood Balanced Fund · WEBCX, WEBAX, WBCCX, WBBIX cheaper | 56% | 1.18% | Teton Advisors, LLC |
| 3 | Advisors Capital Total Return - Equity Fund · ACUSX diff. adviser | 37% | 1.87% | AC FUNDS LLC |
| 4 | LargeCap Value Fund III · PPSFX, PPSRX, PLVIX, PLVJX cheaper diff. adviser | 36% | 0.68% | Principal Global Investors, LLC |
| 5 | Large-Cap Value Portfolio cheaper diff. adviser | 34% | 0.62% | Pacific Life Fund Advisors LLC |
| 6 | ClearBridge Variable Large Cap Value Portfolio · QLMVIX cheaper diff. adviser | 34% | 0.72% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 7 | Nomura VIP Value Series cheaper diff. adviser | 34% | 0.98% | Macquarie Investment Management Business Trust |
| 8 | ClearBridge Large Cap Value Fund · SINAX, SINOX, SAIFX, LCBVX, LMLSX, LCLIX cheaper diff. adviser | 34% | 0.44% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | The Value Fund · CFVLX cheaper diff. adviser | 33% | 0.69% | Commerce Investment Advisors, Inc. |
| 10 | AB Select US Equity Portfolio · AUUYX, AUUAX, AUUCX, AUUIX cheaper diff. adviser | 33% | 1.22% | AllianceBernstein L.P. |
| 11 | YieldMax Target 12 Big 50 Option Income ETF · BIGY cheaper | 33% | 1.09% | — |
| 12 | Archer Stock Fund · ARSKX cheaper diff. adviser | 33% | 1.16% | Archer Investment Corp. |
| 13 | EA Bridgeway Blue Chip ETF · BBLU cheaper diff. adviser | 32% | 0.15% | Empowered Funds, LLC d/b/a EA Advisers |
| 14 | North Country Large Cap Equity Fund · NCEGX cheaper diff. adviser | 32% | 0.99% | Advisors Preferred, LLC |
| 15 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 32% | 0.15% | Fidelity Management & Research Company LLC |
| 16 | Timothy Plan Large/Mid Cap Value Fund · TLVAX, TLVCX, TMVIX cheaper diff. adviser | 32% | 1.16% | Timothy Partners Ltd. |
| 17 | iShares Russell Top 200 Value ETF · IWX cheaper diff. adviser | 32% | 0.20% | BlackRock Fund Advisors |
| 18 | VOYA RUSSELLTM LARGE CAP VALUE INDEX PORTFOLIO · IRVIX, IRVSX, IRVAX cheaper diff. adviser | 31% | 0.43% | Voya Investments, LLC |
| 19 | Liberty One Spectrum ETF cheaper | 31% | 0.85% | — |
| 20 | Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser | 31% | 0.79% | Swan Capital Management, LLC |
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