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 | State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF · LGLV cheaper diff. adviser | 37% | 0.12% | SSGA Funds Management, Inc. |
| 2 | Parametric Equity Premium Income ETF · PAPI cheaper | 35% | 0.29% | — |
| 3 | JPMorgan Diversified Return U.S. Equity ETF · JPUS cheaper diff. adviser | 34% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 4 | State Street(R) SPDR(R) S&P(R) Dividend ETF · SDY cheaper diff. adviser | 33% | 0.35% | SSGA Funds Management, Inc. |
| 5 | VictoryShares US 500 Volatility Wtd ETF · CFA cheaper diff. adviser | 32% | 0.35% | Victory Capital Management Inc. |
| 6 | VictoryShares US 500 Enhanced Volatility Wtd ETF · CFO cheaper diff. adviser | 32% | 0.35% | Victory Capital Management Inc. |
| 7 | Pacer Lunt Large Cap Alternator ETF · ALTL cheaper diff. adviser | 31% | 0.60% | Pacer Advisors, Inc. |
| 8 | AGF U.S. Market Neutral Anti-Beta Fund · BTAL diff. adviser | 31% | 1.40% | AGF Investments LLC |
| 9 | Schwab U.S. Large-Cap Value ETF · SCHV cheaper diff. adviser | 31% | 0.04% | Charles Schwab Investment Management, Inc. |
| 10 | ETC 6 Meridian Low Beta Equity Strategy ETF · SIXL cheaper diff. adviser | 30% | 0.46% | Exchange Traded Concepts, LLC |
| 11 | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF · XRLV cheaper diff. adviser | 30% | 0.25% | Invesco Capital Management LLC |
| 12 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF · SPYV cheaper diff. adviser | 30% | 0.04% | SSGA Funds Management, Inc. |
| 13 | iShares S&P 500 Value ETF · IVE cheaper diff. adviser | 30% | 0.18% | BlackRock Fund Advisors |
| 14 | Invesco S&P 500 Low Volatility ETF · SPLV cheaper diff. adviser | 30% | 0.25% | Invesco Capital Management LLC |
| 15 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 30% | 0.08% | BlackRock Fund Advisors |
| 16 | iShares Core S&P U.S. Value ETF · IUSV cheaper diff. adviser | 29% | 0.04% | BlackRock Fund Advisors |
| 17 | Strive 1000 Value ETF · STXV cheaper diff. adviser | 29% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 18 | SA Large Cap Value Index Portfolio cheaper diff. adviser | 29% | 0.35% | SunAmerica Asset Management, LLC |
| 19 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF · ONEV cheaper diff. adviser | 29% | 0.20% | SSGA Funds Management, Inc. |
| 20 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND · VYM, VHYAX cheaper diff. adviser | 29% | 0.04% | The Vanguard Group, Inc. |
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