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 | iShares MSCI USA Value Factor ETF · VLUE cheaper diff. adviser | 25% | 0.15% | BlackRock Fund Advisors |
| 2 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 22% | 0.11% | Fidelity Management & Research Company LLC |
| 3 | VictoryShares US Value Momentum ETF · ULVM cheaper diff. adviser | 21% | 0.20% | Victory Capital Management Inc. |
| 4 | STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE FUND · BBISX, BBTGX, BCVCX, STRAX diff. adviser | 21% | 0.69% | Sterling Capital Management LLC |
| 5 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper diff. adviser | 20% | 0.35% | LSV Asset Management |
| 6 | SEI Enhanced U.S. Large Cap Value Factor ETF · SEIV cheaper diff. adviser | 19% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 7 | LSV Value Equity Fund · LSVEX, LVAEX diff. adviser | 19% | 0.67% | LSV Asset Management |
| 8 | SIMT Large Cap Value Fund · SEUIX, TRMVX, SVAYX | 19% | 0.69% | — |
| 9 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 19% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 10 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 19% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 11 | PGIM Quant Solutions Large-Cap Value Fund · SUVAX, SUVCX, SUVZX, PRVRX, SUVQX diff. adviser | 19% | 0.79% | PGIM INVESTMENTS LLC |
| 12 | PIMCO RAFI ESG U.S. ETF · RAFE cheaper diff. adviser | 18% | 0.29% | Pacific Investment Management Company LLC |
| 13 | Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF · QQWZ cheaper diff. adviser | 18% | 0.49% | Pacer Advisors, Inc. |
| 14 | Pacer US Cash Cows 100 ETF · COWZ cheaper diff. adviser | 18% | 0.49% | Pacer Advisors, Inc. |
| 15 | First Trust Lunt U.S. Factor Rotation ETF · FCTR cheaper diff. adviser | 18% | 0.65% | First Trust Advisors L.P. |
| 16 | Gotham Large Value Fund · GVALX diff. adviser | 18% | 0.75% | Gotham Asset Management, LLC |
| 17 | DF Tactical Dividend Fund · PWDAX, PWDIX, PWDCX diff. adviser | 18% | 1.58% | Donoghue Forlines LLC |
| 18 | Donoghue Forlines Dividend VIT Fund diff. adviser | 18% | 2.00% | Donoghue Forlines LLC |
| 19 | Invesco S&P 500 Pure Value ETF · RPV cheaper diff. adviser | 18% | 0.35% | Invesco Capital Management LLC |
| 20 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 17% | 0.70% | SunAmerica Asset Management, LLC |
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