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 | SIMT U.S. Managed Volatility Fund · SVOAX, SEVIX, SUSYX | 58% | 0.89% | — |
| 2 | SIIT U.S. MANAGED VOLATILITY FUND · SVYAX cheaper | 51% | 0.62% | SEI INVESTMENTS MANAGEMENT Corporation |
| 3 | SEI Enhanced Low Volatility U.S. Large Cap ETF · SELV cheaper | 43% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 4 | SIMT Global Managed Volatility Fund · SVTAX, SGMIX, SGLYX | 40% | 0.99% | — |
| 5 | LSV U.S. Managed Volatility Fund · LSVMX, LVAMX cheaper | 38% | 0.55% | LSV Asset Management |
| 6 | iShares MSCI USA Min Vol Factor ETF · USMV cheaper | 37% | 0.15% | BlackRock Fund Advisors |
| 7 | SIIT GLOBAL MANAGED VOLATILITY FUND · SGMAX cheaper | 37% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 8 | SIMT Tax-Managed Large Cap Fund · TMLCX, STLYX cheaper | 34% | 0.66% | — |
| 9 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX cheaper | 34% | 0.31% | AQR Capital Management, LLc |
| 10 | SIIT U.S. Equity Factor Allocation Fund · SEHAX cheaper | 33% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | JNL/AQR Large Cap Defensive Style Fund cheaper | 33% | 0.56% | Jackson National Asset Management, LLC |
| 12 | Global X Adaptive U.S. Factor ETF · AUSF cheaper | 33% | 0.27% | Global X Management Company LLC |
| 13 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper | 33% | 0.15% | SSGA Funds Management, Inc. |
| 14 | iShares ESG Optimized MSCI USA Min Vol Factor ETF · ESMV cheaper | 32% | 0.18% | BlackRock Fund Advisors |
| 15 | AVIP Intech U.S. Low Volatility Portfolio cheaper | 31% | 0.61% | CONSTELLATION INVESTMENTS INC |
| 16 | WisdomTree U.S. LargeCap Dividend Fund · DLN cheaper | 31% | 0.28% | WisdomTree Asset Management, Inc. |
| 17 | SIMT Large Cap Fund · SLGAX, SLYCX cheaper | 31% | 0.73% | — |
| 18 | SIIT LARGE CAP FUND · SLCAX cheaper | 30% | 0.47% | SEI INVESTMENTS MANAGEMENT Corporation |
| 19 | iShares MSCI Global Min Vol Factor ETF · ACWV cheaper | 30% | 0.20% | BlackRock Fund Advisors |
| 20 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper | 30% | 0.35% | LSV Asset Management |
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