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 | SIIT U.S. MANAGED VOLATILITY FUND · SVYAX diff. adviser | 57% | 0.62% | SEI INVESTMENTS MANAGEMENT Corporation |
| 2 | LSV Global Managed Volatility Fund · LSVFX, LVAFX | 52% | 0.75% | LSV Asset Management |
| 3 | LSV Value Equity Fund · LSVEX, LVAEX | 49% | 0.67% | LSV Asset Management |
| 4 | SIMT U.S. Managed Volatility Fund · SVOAX, SEVIX, SUSYX | 47% | 0.89% | — |
| 5 | SIMT Tax-Managed Managed Volatility Fund · TMMAX, STVYX | 38% | 0.89% | — |
| 6 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper | 37% | 0.35% | LSV Asset Management |
| 7 | SIIT GLOBAL MANAGED VOLATILITY FUND · SGMAX diff. adviser | 34% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 8 | SIMT Large Cap Value Fund · SEUIX, TRMVX, SVAYX | 34% | 0.69% | — |
| 9 | SEI Enhanced U.S. Large Cap Value Factor ETF · SEIV cheaper diff. adviser | 32% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 10 | LSV Disciplined Value ETF · LSVD cheaper | 31% | 0.40% | LSV Asset Management |
| 11 | LSV Global Value Fund · LSVGX, LVAGX | 28% | 0.90% | LSV Asset Management |
| 12 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 27% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 13 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 27% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 14 | Harbor Mid Cap Value Fund · HAMVX, HRMVX, HIMVX, HNMVX diff. adviser | 27% | 0.77% | Harbor Capital Advisors, Inc. |
| 15 | SEI Enhanced Low Volatility U.S. Large Cap ETF · SELV cheaper diff. adviser | 24% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 16 | Nomura Growth and Income Fund · FGIPX, FGINX, FGIQX diff. adviser | 24% | 0.69% | Macquarie Investment Management Business Trust |
| 17 | Nomura VIP Growth and Income Series diff. adviser | 24% | 0.68% | Macquarie Investment Management Business Trust |
| 18 | American Century U.S. Quality Value ETF · VALQ cheaper | 24% | 0.29% | — |
| 19 | SIMT Large Cap Fund · SLGAX, SLYCX | 24% | 0.73% | — |
| 20 | iShares MSCI USA Value Factor ETF · VLUE cheaper diff. adviser | 23% | 0.15% | BlackRock Fund Advisors |
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