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 cheaper | 67% | 0.62% | SEI INVESTMENTS MANAGEMENT Corporation |
| 2 | SIMT Tax-Managed Managed Volatility Fund · TMMAX, STVYX | 58% | 0.89% | — |
| 3 | SEI Enhanced Low Volatility U.S. Large Cap ETF · SELV cheaper | 48% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 4 | LSV U.S. Managed Volatility Fund · LSVMX, LVAMX cheaper | 47% | 0.55% | LSV Asset Management |
| 5 | SIMT Global Managed Volatility Fund · SVTAX, SGMIX, SGLYX | 46% | 0.99% | — |
| 6 | SIIT GLOBAL MANAGED VOLATILITY FUND · SGMAX cheaper | 45% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 7 | SIIT U.S. Equity Factor Allocation Fund · SEHAX cheaper | 42% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 8 | SIMT Tax-Managed Large Cap Fund · TMLCX, STLYX cheaper | 39% | 0.66% | — |
| 9 | SIMT Large Cap Fund · SLGAX, SLYCX cheaper | 38% | 0.73% | — |
| 10 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper | 37% | 0.35% | LSV Asset Management |
| 11 | LSV Value Equity Fund · LSVEX, LVAEX cheaper | 37% | 0.67% | LSV Asset Management |
| 12 | American Century U.S. Quality Value ETF · VALQ cheaper | 36% | 0.29% | — |
| 13 | iShares MSCI USA Min Vol Factor ETF · USMV cheaper | 35% | 0.15% | BlackRock Fund Advisors |
| 14 | SIMT Large Cap Value Fund · SEUIX, TRMVX, SVAYX cheaper | 35% | 0.69% | — |
| 15 | SIIT LARGE CAP FUND · SLCAX cheaper | 35% | 0.47% | SEI INVESTMENTS MANAGEMENT Corporation |
| 16 | JNL/AQR Large Cap Defensive Style Fund cheaper | 34% | 0.56% | Jackson National Asset Management, LLC |
| 17 | LSV Global Managed Volatility Fund · LSVFX, LVAFX cheaper | 34% | 0.75% | LSV Asset Management |
| 18 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX cheaper | 34% | 0.31% | AQR Capital Management, LLc |
| 19 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper | 34% | 0.15% | SSGA Funds Management, Inc. |
| 20 | Hartford Multifactor US Equity ETF · ROUS cheaper | 34% | 0.19% | Lattice Strategies LLC |
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