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 | LSV Value Equity Fund · LSVEX, LVAEX diff. adviser | 30% | 0.67% | LSV Asset Management |
| 2 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF · ONEY diff. adviser | 27% | 0.20% | SSGA Funds Management, Inc. |
| 3 | CornerCap Fundametrics Large-Cap ETF · FUNL diff. adviser | 26% | 0.50% | CornerCap Fundametrics Large-Cap ETF |
| 4 | SA Franklin BW U.S. Large Cap Value Portfolio diff. adviser | 26% | 0.70% | SunAmerica Asset Management, LLC |
| 5 | Pacer S&P 500 Quality FCF High Dividend ETF · QFHD | 26% | 0.49% | — |
| 6 | LSV Conservative Value Equity Fund · LSVVX, LVAVX diff. adviser | 26% | 0.35% | LSV Asset Management |
| 7 | Strive 1000 Value ETF · STXV diff. adviser | 26% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 8 | MML Equity Fund diff. adviser | 26% | 0.43% | MML Investment Advisers, LLC |
| 9 | M Large Cap Value Fund · MBOVX diff. adviser | 26% | 0.63% | M Financial Investment Advisers, Inc. |
| 10 | BrandywineGLOBAL - Diversified US Large Cap Value Fund · LBWAX, LBWCX, LBDRX, LBWIX, LBISX diff. adviser | 26% | 0.71% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | MassMutual Diversified Value Fund · MDDAX, MDDLX, MDVNX, MDVSX, MDVYX, MDDIX, MDDRX, MMNBX diff. adviser | 26% | 0.60% | MML Investment Advisers, LLC |
| 12 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX diff. adviser | 25% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 13 | GMO U.S. Value ETF · GMOV diff. adviser | 25% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 14 | Pacer Lunt Large Cap Multi-Factor Alternator ETF · PALC diff. adviser | 25% | 0.60% | Pacer Advisors, Inc. |
| 15 | Principal Value ETF · PY diff. adviser | 25% | 0.15% | Principal Global Investors, LLC |
| 16 | S&P 500 Pure Value Fund · RYZAX, RYLVX, RYVVX diff. adviser | 25% | 1.55% | Security Investors, LLC |
| 17 | S&P 500 Pure Value Fund diff. adviser | 25% | 1.64% | Security Investors, LLC |
| 18 | WisdomTree U.S. Multifactor Fund · USMF | 25% | 0.28% | WisdomTree Asset Management, Inc. |
| 19 | Columbia Research Enhanced Value ETF · REVS diff. adviser | 24% | 0.19% | Columbia Management Investment Advisers, LLC |
| 20 | Fidelity SAI U.S. Value Index Fund · FSWCX cheaper diff. adviser | 24% | 0.11% | Fidelity Management & Research Company LLC |
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