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 | SIMT Tax-Managed Managed Volatility Fund · TMMAX, STVYX | 33% | 0.89% | — |
| 2 | SIMT U.S. Managed Volatility Fund · SVOAX, SEVIX, SUSYX | 29% | 0.89% | — |
| 3 | SIIT U.S. MANAGED VOLATILITY FUND · SVYAX diff. adviser | 27% | 0.62% | SEI INVESTMENTS MANAGEMENT Corporation |
| 4 | SEI Enhanced Low Volatility U.S. Large Cap ETF · SELV cheaper diff. adviser | 26% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 5 | JNL/AQR Large Cap Defensive Style Fund diff. adviser | 26% | 0.56% | Jackson National Asset Management, LLC |
| 6 | iShares MSCI USA Min Vol Factor ETF · USMV cheaper diff. adviser | 25% | 0.15% | BlackRock Fund Advisors |
| 7 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX diff. adviser | 25% | 0.31% | AQR Capital Management, LLc |
| 8 | LSV Conservative Value Equity Fund · LSVVX, LVAVX diff. adviser | 25% | 0.35% | LSV Asset Management |
| 9 | VANGUARD U.S. MINIMUM VOLATILITY ETF · VFMV cheaper diff. adviser | 25% | 0.13% | The Vanguard Group, Inc. |
| 10 | SIMT Large Cap Value Fund · SEUIX, TRMVX, SVAYX | 24% | 0.69% | — |
| 11 | iShares ESG Optimized MSCI USA Min Vol Factor ETF · ESMV cheaper diff. adviser | 23% | 0.18% | BlackRock Fund Advisors |
| 12 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 23% | 0.05% | BlackRock Fund Advisors |
| 13 | State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF · LGLV cheaper diff. adviser | 22% | 0.12% | SSGA Funds Management, Inc. |
| 14 | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF · XRLV cheaper diff. adviser | 22% | 0.25% | Invesco Capital Management LLC |
| 15 | SIMT Global Managed Volatility Fund · SVTAX, SGMIX, SGLYX | 22% | 0.99% | — |
| 16 | T. Rowe Price Capital Appreciation Premium Income ETF · TCAL diff. adviser | 22% | 0.34% | T. Rowe Price Associates, Inc. |
| 17 | Zacks Dividend Fund · ZDIVX, ZDIIX diff. adviser | 22% | 1.06% | Zacks Investment Management, Inc. |
| 18 | WisdomTree U.S. Total Dividend Fund · DTD diff. adviser | 22% | 0.28% | WisdomTree Asset Management, Inc. |
| 19 | Global X S&P 500 U.S. Revenue Leaders ETF · EGLE cheaper | 22% | 0.19% | Global X Management Company LLC |
| 20 | Gotham Large Value Fund · GVALX diff. adviser | 22% | 0.75% | Gotham Asset Management, LLC |
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