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 | Invesco S&P 500 Low Volatility ETF · SPLV cheaper diff. adviser | 83% | 0.25% | Invesco Capital Management LLC |
| 2 | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF · XRLV cheaper diff. adviser | 71% | 0.25% | Invesco Capital Management LLC |
| 3 | First Trust Horizon Managed Volatility Domestic ETF · HUSV diff. adviser | 53% | 0.70% | First Trust Advisors L.P. |
| 4 | State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF · LGLV cheaper diff. adviser | 40% | 0.12% | SSGA Funds Management, Inc. |
| 5 | T. Rowe Price Capital Appreciation Premium Income ETF · TCAL cheaper diff. adviser | 33% | 0.34% | T. Rowe Price Associates, Inc. |
| 6 | iShares MSCI USA Min Vol Factor ETF · USMV cheaper diff. adviser | 32% | 0.15% | BlackRock Fund Advisors |
| 7 | First Trust Value Line Dividend Index Fund · FVD diff. adviser | 31% | 0.61% | First Trust Advisors L.P. |
| 8 | Franklin U.S. Low Volatility High Dividend Index ETF · LVHD cheaper diff. adviser | 31% | 0.27% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | Fidelity U.S. Low Volatility Equity Fund · FULVX diff. adviser | 30% | 0.70% | Fidelity Management & Research Company LLC |
| 10 | Aptus Large Cap Upside ETF · UPSD diff. adviser | 29% | 0.79% | Aptus Capital Advisors, LLC |
| 11 | iShares ESG Optimized MSCI USA Min Vol Factor ETF · ESMV cheaper diff. adviser | 28% | 0.18% | BlackRock Fund Advisors |
| 12 | VANGUARD U.S. MINIMUM VOLATILITY ETF · VFMV cheaper diff. adviser | 28% | 0.13% | The Vanguard Group, Inc. |
| 13 | iShares MSCI Global Min Vol Factor ETF · ACWV cheaper diff. adviser | 28% | 0.20% | BlackRock Fund Advisors |
| 14 | MFS Low Volatility Equity Fund · MLVAX, MLVBX, MLVGX, MLVHX, MLVMX, MLVOX, MLVPX, MLVRX, MLVTX cheaper diff. adviser | 28% | 0.57% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 15 | WBI BullBear Yield 3000 ETF · WBIG diff. adviser | 27% | 1.59% | Millington Securities LLC |
| 16 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX cheaper diff. adviser | 27% | 0.31% | AQR Capital Management, LLc |
| 17 | State Street(R) SPDR(R) S&P(R) Dividend ETF · SDY cheaper diff. adviser | 27% | 0.35% | SSGA Funds Management, Inc. |
| 18 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 27% | 0.54% | Columbia Management Investment Advisers, LLC |
| 19 | Point Bridge America First ETF · MAGA diff. adviser | 26% | 0.72% | Point Bridge Capital, LLC |
| 20 | AVIP Intech U.S. Low Volatility Portfolio diff. adviser | 26% | 0.61% | CONSTELLATION INVESTMENTS INC |
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