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 | MFS Low Volatility Equity Fund · MLVAX, MLVBX, MLVGX, MLVHX, MLVMX, MLVOX, MLVPX, MLVRX, MLVTX cheaper | 41% | 0.57% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 2 | MFS Blended Research Value Equity Fund · BRUDX, BRUEX, BRUGX, BRUHX, BRUJX, BRUKX, BRULX, BRUMX, BRUNX cheaper | 25% | 0.34% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 3 | iShares MSCI Global Min Vol Factor ETF · ACWV cheaper diff. adviser | 24% | 0.20% | BlackRock Fund Advisors |
| 4 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX cheaper diff. adviser | 23% | 0.54% | Columbia Management Investment Advisers, LLC |
| 5 | 1290 SmartBeta Equity Fund · TNBIX, TNBRX, TNBAX diff. adviser | 22% | 0.85% | Equitable Investment Management, LLC |
| 6 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 22% | 0.15% | SSGA Funds Management, Inc. |
| 7 | Optimum Large Cap Value Fund · OALVX, OCLVX, OILVX diff. adviser | 22% | 0.92% | Macquarie Investment Management Business Trust |
| 8 | FlexShares US Quality Low Volatility Index Fund · QLV cheaper diff. adviser | 22% | 0.08% | NORTHERN TRUST INVESTMENTS, INC. |
| 9 | 1290 VT SmartBeta Equity ESG Portfolio diff. adviser | 21% | 0.85% | Equitable Investment Management Group, LLC |
| 10 | Fidelity SAI U.S. Low Volatility Index Fund · FSUVX cheaper diff. adviser | 21% | 0.10% | Fidelity Management & Research Company LLC |
| 11 | First Trust Horizon Managed Volatility Domestic ETF · HUSV diff. adviser | 21% | 0.70% | First Trust Advisors L.P. |
| 12 | MFS Value Fund · MEIAX, MEIJX, MFEBX, MEICX, MEIIX, MEIGX, MVRRX, MEIHX, MEIKX cheaper | 21% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 13 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 21% | 0.15% | Fidelity Management & Research Company LLC |
| 14 | JNL/AQR Large Cap Defensive Style Fund cheaper diff. adviser | 21% | 0.56% | Jackson National Asset Management, LLC |
| 15 | MFS Equity Income Fund · EQNAX, EQNBX, EQNCX, EQNIX, EQNRX, EQNSX, EQNTX, EQNUX, EQNVX cheaper | 21% | 0.55% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 16 | iShares MSCI USA Min Vol Factor ETF · USMV cheaper diff. adviser | 21% | 0.15% | BlackRock Fund Advisors |
| 17 | MFS Value Series | 21% | 0.69% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 18 | SIMT Global Managed Volatility Fund · SVTAX, SGMIX, SGLYX | 20% | 0.99% | — |
| 19 | MFS Active Value ETF · MFSV cheaper | 20% | 0.44% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
| 20 | iShares Core Dividend Growth ETF · DGRO cheaper diff. adviser | 20% | 0.08% | BlackRock Fund Advisors |
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