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 | First Trust Value Line Dividend Index Fund · FVD diff. adviser | 30% | 0.61% | First Trust Advisors L.P. |
| 2 | AGF U.S. Market Neutral Anti-Beta Fund · BTAL diff. adviser | 29% | 1.40% | AGF Investments LLC |
| 3 | iShares MSCI USA Small-Cap Min Vol Factor ETF · SMMV cheaper diff. adviser | 28% | 0.20% | BlackRock Fund Advisors |
| 4 | JPMorgan Diversified Return U.S. Equity ETF · JPUS cheaper diff. adviser | 27% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 5 | SIIT U.S. MANAGED VOLATILITY FUND · SVYAX diff. adviser | 24% | 0.62% | SEI INVESTMENTS MANAGEMENT Corporation |
| 6 | First Trust Horizon Managed Volatility Small/Mid ETF · HSMV diff. adviser | 23% | 0.80% | First Trust Advisors L.P. |
| 7 | SIMT Tax-Managed Managed Volatility Fund · TMMAX, STVYX | 22% | 0.89% | — |
| 8 | SIMT U.S. Managed Volatility Fund · SVOAX, SEVIX, SUSYX | 22% | 0.89% | — |
| 9 | WisdomTree U.S. Multifactor Fund · USMF cheaper diff. adviser | 22% | 0.28% | WisdomTree Asset Management, Inc. |
| 10 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF · ONEV cheaper diff. adviser | 22% | 0.20% | SSGA Funds Management, Inc. |
| 11 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF · JPME cheaper diff. adviser | 21% | 0.24% | J.P. Morgan Investment Management, Inc. |
| 12 | Xtrackers Russell US Multifactor ETF · DEUS cheaper diff. adviser | 21% | 0.17% | DBX Advisors LLC |
| 13 | RiverNorth Patriot ETF · FLDZ diff. adviser | 21% | 0.70% | TrueMark Investments, LLC |
| 14 | Parametric Equity Premium Income ETF · PAPI cheaper | 21% | 0.29% | — |
| 15 | ETC 6 Meridian Small Cap Equity ETF · SIXS | 20% | 0.50% | Exchange Traded Concepts, LLC |
| 16 | AVIP Intech U.S. Low Volatility Portfolio diff. adviser | 20% | 0.61% | CONSTELLATION INVESTMENTS INC |
| 17 | Fidelity U.S. Low Volatility Equity Fund · FULVX diff. adviser | 19% | 0.70% | Fidelity Management & Research Company LLC |
| 18 | VANGUARD U.S. MINIMUM VOLATILITY ETF · VFMV cheaper diff. adviser | 19% | 0.13% | The Vanguard Group, Inc. |
| 19 | AVIP S&P MidCap 400 Index Portfolio cheaper diff. adviser | 19% | 0.40% | CONSTELLATION INVESTMENTS INC |
| 20 | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF · XRLV cheaper diff. adviser | 18% | 0.25% | Invesco Capital Management LLC |
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