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 | Pacer Lunt Large Cap Alternator ETF · ALTL diff. adviser | 83% | 0.60% | Pacer Advisors, Inc. |
| 2 | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF · XRLV | 82% | 0.25% | Invesco Capital Management LLC |
| 3 | First Trust Horizon Managed Volatility Domestic ETF · HUSV diff. adviser | 53% | 0.70% | First Trust Advisors L.P. |
| 4 | T. Rowe Price Capital Appreciation Premium Income ETF · TCAL diff. adviser | 42% | 0.34% | T. Rowe Price Associates, Inc. |
| 5 | State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF · LGLV cheaper diff. adviser | 39% | 0.12% | SSGA Funds Management, Inc. |
| 6 | iShares MSCI USA Min Vol Factor ETF · USMV cheaper diff. adviser | 37% | 0.15% | BlackRock Fund Advisors |
| 7 | iShares ESG Optimized MSCI USA Min Vol Factor ETF · ESMV cheaper diff. adviser | 33% | 0.18% | BlackRock Fund Advisors |
| 8 | Franklin U.S. Low Volatility High Dividend Index ETF · LVHD diff. adviser | 32% | 0.27% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | VANGUARD U.S. MINIMUM VOLATILITY ETF · VFMV cheaper diff. adviser | 32% | 0.13% | The Vanguard Group, Inc. |
| 10 | First Trust Value Line Dividend Index Fund · FVD diff. adviser | 30% | 0.61% | First Trust Advisors L.P. |
| 11 | Aptus Large Cap Upside ETF · UPSD diff. adviser | 29% | 0.79% | Aptus Capital Advisors, LLC |
| 12 | AVIP Intech U.S. Low Volatility Portfolio diff. adviser | 29% | 0.61% | CONSTELLATION INVESTMENTS INC |
| 13 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX diff. adviser | 29% | 0.31% | AQR Capital Management, LLc |
| 14 | Invesco S&P 500 Value with Momentum ETF · SPVM | 29% | 0.39% | Invesco Capital Management LLC |
| 15 | Fidelity U.S. Low Volatility Equity Fund · FULVX diff. adviser | 28% | 0.70% | Fidelity Management & Research Company LLC |
| 16 | Timothy Plan High Dividend Stock ETF · TPHD diff. adviser | 28% | 0.52% | Timothy Partners Ltd. |
| 17 | VictoryShares US Large Cap High Div Volatility Wtd ETF · CDL diff. adviser | 28% | 0.35% | Victory Capital Management Inc. |
| 18 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF · CDC diff. adviser | 28% | 0.35% | Victory Capital Management Inc. |
| 19 | iShares MSCI Global Min Vol Factor ETF · ACWV cheaper diff. adviser | 28% | 0.20% | BlackRock Fund Advisors |
| 20 | MFS Low Volatility Equity Fund · MLVAX, MLVBX, MLVGX, MLVHX, MLVMX, MLVOX, MLVPX, MLVRX, MLVTX diff. adviser | 27% | 0.57% | MASSACHUSETTS FINANCIAL SERVICES COMPANY |
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