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 | JNL/AQR Large Cap Defensive Style Fund diff. adviser | 72% | 0.56% | Jackson National Asset Management, LLC |
| 2 | iShares MSCI USA Min Vol Factor ETF · USMV cheaper diff. adviser | 48% | 0.15% | BlackRock Fund Advisors |
| 3 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 47% | 0.15% | SSGA Funds Management, Inc. |
| 4 | iShares ESG Optimized MSCI USA Min Vol Factor ETF · ESMV cheaper diff. adviser | 44% | 0.18% | BlackRock Fund Advisors |
| 5 | Aptus Large Cap Upside ETF · UPSD diff. adviser | 43% | 0.79% | Aptus Capital Advisors, LLC |
| 6 | AVIP Intech U.S. Low Volatility Portfolio diff. adviser | 39% | 0.61% | CONSTELLATION INVESTMENTS INC |
| 7 | JPMorgan U.S. Quality Factor ETF · JQUA cheaper diff. adviser | 37% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 8 | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · QARP cheaper diff. adviser | 37% | 0.19% | DBX Advisors LLC |
| 9 | Fidelity U.S. Low Volatility Equity Fund · FULVX diff. adviser | 36% | 0.70% | Fidelity Management & Research Company LLC |
| 10 | Tema S&P 500 Historical Weight ETF Strategy · DSPY cheaper | 36% | 0.18% | — |
| 11 | iShares MSCI Global Min Vol Factor ETF · ACWV cheaper diff. adviser | 36% | 0.20% | BlackRock Fund Advisors |
| 12 | T. Rowe Price Capital Appreciation Premium Income ETF · TCAL diff. adviser | 36% | 0.34% | T. Rowe Price Associates, Inc. |
| 13 | iShares U.S. Large Cap Premium Income Active ETF diff. adviser | 35% | 0.35% | BlackRock Fund Advisors |
| 14 | VANGUARD U.S. MINIMUM VOLATILITY ETF · VFMV cheaper diff. adviser | 35% | 0.13% | The Vanguard Group, Inc. |
| 15 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper diff. adviser | 35% | 0.28% | WisdomTree Asset Management, Inc. |
| 16 | SPDR MSCI World StrategicFactors ETF · QWLD cheaper diff. adviser | 35% | 0.30% | SSGA Funds Management, Inc. |
| 17 | FlexShares US Quality Low Volatility Index Fund · QLV cheaper diff. adviser | 35% | 0.08% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | Horizon Core Equity ETF · STOX diff. adviser | 34% | 0.70% | HORIZON INVESTMENTS LLC. |
| 19 | Horizon Managed Risk ETF · SFTY diff. adviser | 34% | 0.77% | HORIZON INVESTMENTS LLC. |
| 20 | Fidelity SAI U.S. Low Volatility Index Fund · FSUVX cheaper diff. adviser | 34% | 0.10% | Fidelity Management & Research Company LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.