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 | 68% | 0.15% | BlackRock Fund Advisors |
| 2 | THRIVENT CORE LOW VOLATILITY EQUITY FUND cheaper diff. adviser | 55% | 0.05% | Thrivent Asset Management, LLC |
| 3 | JNL/AQR Large Cap Defensive Style Fund diff. adviser | 46% | 0.56% | Jackson National Asset Management, LLC |
| 4 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 44% | 0.15% | SSGA Funds Management, Inc. |
| 5 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX diff. adviser | 44% | 0.31% | AQR Capital Management, LLc |
| 6 | Invesco S&P 500 Minimum Variance ETF · SPMV cheaper diff. adviser | 41% | 0.10% | Invesco Capital Management LLC |
| 7 | iShares MSCI Global Min Vol Factor ETF · ACWV | 41% | 0.20% | BlackRock Fund Advisors |
| 8 | AVIP Intech U.S. Low Volatility Portfolio diff. adviser | 40% | 0.61% | CONSTELLATION INVESTMENTS INC |
| 9 | Impact Shares Women's Empowerment ETF · WOMN diff. adviser | 38% | 0.75% | Tidal Investments LLC |
| 10 | Aptus Large Cap Upside ETF · UPSD diff. adviser | 38% | 0.79% | Aptus Capital Advisors, LLC |
| 11 | iShares ESG Optimized MSCI USA ETF · SUSA | 38% | 0.25% | BlackRock Fund Advisors |
| 12 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 37% | 0.15% | Fidelity Management & Research Company LLC |
| 13 | Nuveen Large Cap Responsible Equity Fund · TISCX, TRSCX, TICRX, TRPSX, TICHX cheaper diff. adviser | 37% | 0.17% | Teachers Advisors, LLC |
| 14 | Nuveen Life Large Cap Responsible Equity Fund · TLCHX diff. adviser | 37% | 0.22% | Teachers Advisors, LLC |
| 15 | Fidelity U.S. Low Volatility Equity Fund · FULVX diff. adviser | 36% | 0.70% | Fidelity Management & Research Company LLC |
| 16 | Fidelity SAI U.S. Low Volatility Index Fund · FSUVX cheaper diff. adviser | 36% | 0.10% | Fidelity Management & Research Company LLC |
| 17 | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF · XRLV diff. adviser | 36% | 0.25% | Invesco Capital Management LLC |
| 18 | iShares ESG Aware MSCI USA Value ETF · EVUS | 36% | 0.18% | BlackRock Fund Advisors |
| 19 | U.S. Socially Responsible Fund · VSRDX diff. adviser | 36% | 0.35% | The Variable Annuity Life Insurance Company |
| 20 | iShares ESG Aware MSCI USA ETF · ESGU cheaper | 35% | 0.15% | BlackRock Fund Advisors |
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