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 Min Vol Factor ETF · USMV cheaper | 52% | 0.15% | BlackRock Fund Advisors |
| 2 | SPDR MSCI World StrategicFactors ETF · QWLD diff. adviser | 41% | 0.30% | SSGA Funds Management, Inc. |
| 3 | iShares ESG Optimized MSCI USA Min Vol Factor ETF · ESMV cheaper | 41% | 0.18% | BlackRock Fund Advisors |
| 4 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 40% | 0.15% | SSGA Funds Management, Inc. |
| 5 | iShares Disciplined Volatility Equity Active ETF | 36% | 0.40% | — |
| 6 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX diff. adviser | 36% | 0.31% | AQR Capital Management, LLc |
| 7 | JNL/AQR Large Cap Defensive Style Fund diff. adviser | 36% | 0.56% | Jackson National Asset Management, LLC |
| 8 | AVIP Intech U.S. Low Volatility Portfolio diff. adviser | 35% | 0.61% | CONSTELLATION INVESTMENTS INC |
| 9 | State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF · LGLV cheaper diff. adviser | 33% | 0.12% | SSGA Funds Management, Inc. |
| 10 | Aptus Large Cap Upside ETF · UPSD diff. adviser | 31% | 0.79% | Aptus Capital Advisors, LLC |
| 11 | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF · XRLV diff. adviser | 30% | 0.25% | Invesco Capital Management LLC |
| 12 | SIMT Global Managed Volatility Fund · SVTAX, SGMIX, SGLYX | 30% | 0.99% | — |
| 13 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 30% | 0.15% | Fidelity Management & Research Company LLC |
| 14 | Fidelity U.S. Low Volatility Equity Fund · FULVX diff. adviser | 30% | 0.70% | Fidelity Management & Research Company LLC |
| 15 | SIMT Tax-Managed Managed Volatility Fund · TMMAX, STVYX | 30% | 0.89% | — |
| 16 | VANGUARD U.S. MINIMUM VOLATILITY ETF · VFMV cheaper diff. adviser | 30% | 0.13% | The Vanguard Group, Inc. |
| 17 | First Trust Horizon Managed Volatility Domestic ETF · HUSV diff. adviser | 29% | 0.70% | First Trust Advisors L.P. |
| 18 | VANGUARD GLOBAL MINIMUM VOLATILITY FUND · VMNVX, VMVFX cheaper diff. adviser | 29% | 0.14% | The Vanguard Group, Inc. |
| 19 | FlexShares US Quality Low Volatility Index Fund · QLV cheaper diff. adviser | 29% | 0.08% | NORTHERN TRUST INVESTMENTS, INC. |
| 20 | 1290 SmartBeta Equity Fund · TNBIX, TNBRX, TNBAX diff. adviser | 28% | 0.85% | Equitable Investment Management, LLC |
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