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 diff. adviser | 43% | 0.15% | BlackRock Fund Advisors |
| 2 | JNL/AQR Large Cap Defensive Style Fund cheaper diff. adviser | 40% | 0.56% | Jackson National Asset Management, LLC |
| 3 | THRIVENT CORE LOW VOLATILITY EQUITY FUND cheaper diff. adviser | 39% | 0.05% | Thrivent Asset Management, LLC |
| 4 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 37% | 0.15% | SSGA Funds Management, Inc. |
| 5 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX cheaper diff. adviser | 36% | 0.31% | AQR Capital Management, LLc |
| 6 | iShares ESG Optimized MSCI USA Min Vol Factor ETF · ESMV cheaper diff. adviser | 36% | 0.18% | BlackRock Fund Advisors |
| 7 | Aptus Large Cap Upside ETF · UPSD diff. adviser | 34% | 0.79% | Aptus Capital Advisors, LLC |
| 8 | Fidelity Low Volatility Factor ETF · FDLO cheaper | 34% | 0.15% | Fidelity Management & Research Company LLC |
| 9 | VIP Equity-Income Portfolio cheaper | 34% | 0.47% | Fidelity Management & Research Company LLC |
| 10 | Fidelity Equity-Income Fund · FEQIX, FEIKX, FIOMX, FINQX, FINHX, FINYX, FIOPX cheaper | 33% | 0.44% | Fidelity Management & Research Company LLC |
| 11 | Fidelity Equity-Income K6 Fund · FEKFX cheaper | 33% | 0.34% | Fidelity Management & Research Company LLC |
| 12 | FlexShares US Quality Low Volatility Index Fund · QLV cheaper diff. adviser | 32% | 0.08% | NORTHERN TRUST INVESTMENTS, INC. |
| 13 | JPMorgan U.S. Quality Factor ETF · JQUA cheaper diff. adviser | 32% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 14 | SIMT U.S. Managed Volatility Fund · SVOAX, SEVIX, SUSYX | 32% | 0.89% | — |
| 15 | MFS Low Volatility Equity Fund · MLVAX, MLVBX, MLVGX, MLVHX, MLVMX, MLVOX, MLVPX, MLVRX, MLVTX cheaper diff. adviser | 32% | 0.57% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | T. Rowe Price Capital Appreciation Premium Income ETF · TCAL cheaper diff. adviser | 31% | 0.34% | T. Rowe Price Associates, Inc. |
| 17 | AVIP Intech U.S. Low Volatility Portfolio cheaper diff. adviser | 31% | 0.61% | CONSTELLATION INVESTMENTS INC |
| 18 | Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser | 31% | 0.98% | HORIZON INVESTMENTS LLC. |
| 19 | First Trust Horizon Managed Volatility Domestic ETF · HUSV diff. adviser | 31% | 0.70% | First Trust Advisors L.P. |
| 20 | Invesco S&P 100 Equal Weight ETF · EQWL cheaper diff. adviser | 31% | 0.25% | Invesco Capital Management LLC |
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