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 | Fidelity SAI U.S. Low Volatility Index Fund · FSUVX cheaper diff. adviser | 42% | 0.10% | Fidelity Management & Research Company LLC |
| 2 | iShares MSCI USA Min Vol Factor ETF · USMV diff. adviser | 41% | 0.15% | BlackRock Fund Advisors |
| 3 | Pacer Lunt Large Cap Alternator ETF · ALTL diff. adviser | 40% | 0.60% | Pacer Advisors, Inc. |
| 4 | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF · XRLV diff. adviser | 40% | 0.25% | Invesco Capital Management LLC |
| 5 | Invesco S&P 500 Low Volatility ETF · SPLV diff. adviser | 39% | 0.25% | Invesco Capital Management LLC |
| 6 | First Trust Horizon Managed Volatility Domestic ETF · HUSV diff. adviser | 38% | 0.70% | First Trust Advisors L.P. |
| 7 | Fidelity Low Volatility Factor ETF · FDLO diff. adviser | 38% | 0.15% | Fidelity Management & Research Company LLC |
| 8 | First Trust Value Line Dividend Index Fund · FVD diff. adviser | 37% | 0.61% | First Trust Advisors L.P. |
| 9 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS | 36% | 0.15% | SSGA Funds Management, Inc. |
| 10 | FlexShares US Quality Low Volatility Index Fund · QLV cheaper diff. adviser | 35% | 0.08% | NORTHERN TRUST INVESTMENTS, INC. |
| 11 | AGF U.S. Market Neutral Anti-Beta Fund · BTAL diff. adviser | 35% | 1.40% | AGF Investments LLC |
| 12 | State Street(R) SPDR(R) S&P(R) Dividend ETF · SDY | 34% | 0.35% | SSGA Funds Management, Inc. |
| 13 | iShares MSCI Global Min Vol Factor ETF · ACWV diff. adviser | 33% | 0.20% | BlackRock Fund Advisors |
| 14 | JNL/AQR Large Cap Defensive Style Fund diff. adviser | 33% | 0.56% | Jackson National Asset Management, LLC |
| 15 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX diff. adviser | 33% | 0.31% | AQR Capital Management, LLc |
| 16 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX diff. adviser | 32% | 0.54% | Columbia Management Investment Advisers, LLC |
| 17 | iShares ESG Optimized MSCI USA Min Vol Factor ETF · ESMV diff. adviser | 32% | 0.18% | BlackRock Fund Advisors |
| 18 | T. Rowe Price Capital Appreciation Premium Income ETF · TCAL diff. adviser | 31% | 0.34% | T. Rowe Price Associates, Inc. |
| 19 | JPMorgan U.S. Quality Factor ETF · JQUA diff. adviser | 31% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 20 | Hartford Multifactor US Equity ETF · ROUS diff. adviser | 31% | 0.19% | Lattice Strategies LLC |
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