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 | LSV U.S. Managed Volatility Fund · LSVMX, LVAMX cheaper | 52% | 0.55% | LSV Asset Management |
| 2 | SIIT GLOBAL MANAGED VOLATILITY FUND · SGMAX cheaper diff. adviser | 43% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 3 | SIIT U.S. MANAGED VOLATILITY FUND · SVYAX cheaper diff. adviser | 39% | 0.62% | SEI INVESTMENTS MANAGEMENT Corporation |
| 4 | LSV Value Equity Fund · LSVEX, LVAEX cheaper | 37% | 0.67% | LSV Asset Management |
| 5 | SIMT U.S. Managed Volatility Fund · SVOAX, SEVIX, SUSYX | 34% | 0.89% | — |
| 6 | LSV Global Value Fund · LSVGX, LVAGX | 30% | 0.90% | LSV Asset Management |
| 7 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper | 27% | 0.35% | LSV Asset Management |
| 8 | SIMT Tax-Managed Managed Volatility Fund · TMMAX, STVYX | 26% | 0.89% | — |
| 9 | SIMT Large Cap Value Fund · SEUIX, TRMVX, SVAYX cheaper | 23% | 0.69% | — |
| 10 | SIMT Global Managed Volatility Fund · SVTAX, SGMIX, SGLYX | 23% | 0.99% | — |
| 11 | LSV Disciplined Value ETF · LSVD cheaper | 22% | 0.40% | LSV Asset Management |
| 12 | SIMT Tax-Managed International Managed Volatility Fund · SMINX, SIMYX | 21% | 1.13% | — |
| 13 | Pacer Global Cash Cows Dividend ETF · GCOW cheaper diff. adviser | 21% | 0.60% | Pacer Advisors, Inc. |
| 14 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 21% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 15 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 21% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 16 | SEI Enhanced Low Volatility U.S. Large Cap ETF · SELV cheaper diff. adviser | 19% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 17 | Harbor Mid Cap Value Fund · HAMVX, HRMVX, HIMVX, HNMVX diff. adviser | 18% | 0.77% | Harbor Capital Advisors, Inc. |
| 18 | SEI Enhanced U.S. Large Cap Value Factor ETF · SEIV cheaper diff. adviser | 18% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 19 | AQR Large Cap Multi-Style Fund · QCELX, QCENX, QCERX diff. adviser | 18% | 0.78% | AQR Capital Management, LLc |
| 20 | iShares Core Dividend ETF · DIVB cheaper diff. adviser | 18% | 0.05% | BlackRock Fund Advisors |
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