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 | 67% | 0.89% | — |
| 2 | LSV U.S. Managed Volatility Fund · LSVMX, LVAMX cheaper diff. adviser | 57% | 0.55% | LSV Asset Management |
| 3 | SIIT GLOBAL MANAGED VOLATILITY FUND · SGMAX | 51% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 4 | SIMT Tax-Managed Managed Volatility Fund · TMMAX, STVYX | 51% | 0.89% | — |
| 5 | LSV Value Equity Fund · LSVEX, LVAEX diff. adviser | 44% | 0.67% | LSV Asset Management |
| 6 | LSV Conservative Value Equity Fund · LSVVX, LVAVX cheaper diff. adviser | 40% | 0.35% | LSV Asset Management |
| 7 | LSV Global Managed Volatility Fund · LSVFX, LVAFX diff. adviser | 39% | 0.75% | LSV Asset Management |
| 8 | SIMT Global Managed Volatility Fund · SVTAX, SGMIX, SGLYX | 38% | 0.99% | — |
| 9 | SIMT Large Cap Value Fund · SEUIX, TRMVX, SVAYX | 37% | 0.69% | — |
| 10 | LSV Disciplined Value ETF · LSVD cheaper diff. adviser | 36% | 0.40% | LSV Asset Management |
| 11 | SIMT Tax-Managed Large Cap Fund · TMLCX, STLYX | 33% | 0.66% | — |
| 12 | SEI Enhanced Low Volatility U.S. Large Cap ETF · SELV cheaper | 32% | 0.15% | SEI INVESTMENTS MANAGEMENT Corporation |
| 13 | SIIT U.S. Equity Factor Allocation Fund · SEHAX cheaper | 32% | 0.32% | SEI INVESTMENTS MANAGEMENT Corporation |
| 14 | SIMT Large Cap Fund · SLGAX, SLYCX | 32% | 0.73% | — |
| 15 | SIIT LARGE CAP FUND · SLCAX cheaper | 31% | 0.47% | SEI INVESTMENTS MANAGEMENT Corporation |
| 16 | GMO U.S. Opportunistic Value Fund · PPADX, GUSOX, PPAJX, UUOAX, PPAEX cheaper diff. adviser | 31% | 0.39% | Grantham Mayo van Otterloo & Co LLC |
| 17 | GMO U.S. Value ETF · GMOV cheaper diff. adviser | 31% | 0.50% | Grantham Mayo van Otterloo & Co LLC |
| 18 | iShares MSCI USA Min Vol Factor ETF · USMV cheaper diff. adviser | 31% | 0.15% | BlackRock Fund Advisors |
| 19 | American Century U.S. Quality Value ETF · VALQ cheaper | 30% | 0.29% | — |
| 20 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 30% | 0.15% | SSGA Funds Management, Inc. |
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