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 | Invesco S&P 500 Low Volatility ETF · SPLV cheaper diff. adviser | 42% | 0.25% | Invesco Capital Management LLC |
| 2 | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF · XRLV cheaper diff. adviser | 40% | 0.25% | Invesco Capital Management LLC |
| 3 | iShares MSCI USA Min Vol Factor ETF · USMV cheaper diff. adviser | 39% | 0.15% | BlackRock Fund Advisors |
| 4 | First Trust Horizon Managed Volatility Domestic ETF · HUSV diff. adviser | 36% | 0.70% | First Trust Advisors L.P. |
| 5 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX cheaper diff. adviser | 36% | 0.31% | AQR Capital Management, LLc |
| 6 | JNL/AQR Large Cap Defensive Style Fund diff. adviser | 35% | 0.56% | Jackson National Asset Management, LLC |
| 7 | iShares ESG Optimized MSCI USA Min Vol Factor ETF · ESMV cheaper diff. adviser | 34% | 0.18% | BlackRock Fund Advisors |
| 8 | Pacer Lunt Large Cap Alternator ETF · ALTL diff. adviser | 33% | 0.60% | Pacer Advisors, Inc. |
| 9 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 32% | 0.52% | Invesco Capital Management LLC |
| 10 | VANGUARD DIVIDEND APPRECIATION INDEX FUND · VIG, VDADX cheaper diff. adviser | 32% | 0.04% | The Vanguard Group, Inc. |
| 11 | State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF · LGLV cheaper diff. adviser | 31% | 0.12% | SSGA Funds Management, Inc. |
| 12 | Fidelity U.S. Low Volatility Equity Fund · FULVX diff. adviser | 31% | 0.70% | Fidelity Management & Research Company LLC |
| 13 | T. Rowe Price Capital Appreciation Equity ETF · TCAF cheaper | 31% | 0.31% | T. Rowe Price Associates, Inc. |
| 14 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 30% | 0.15% | SSGA Funds Management, Inc. |
| 15 | JNL/T. Rowe Price Capital Appreciation Equity Fund diff. adviser | 30% | 0.70% | Jackson National Asset Management, LLC |
| 16 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX diff. adviser | 30% | 0.54% | Columbia Management Investment Advisers, LLC |
| 17 | Aptus Large Cap Upside ETF · UPSD diff. adviser | 29% | 0.79% | Aptus Capital Advisors, LLC |
| 18 | Fidelity Low Volatility Factor ETF · FDLO cheaper diff. adviser | 29% | 0.15% | Fidelity Management & Research Company LLC |
| 19 | VANGUARD U.S. MINIMUM VOLATILITY ETF · VFMV cheaper diff. adviser | 29% | 0.13% | The Vanguard Group, Inc. |
| 20 | ALPS | OShares U.S. Quality Dividend ETF · OUSA diff. adviser | 28% | 0.48% | ALPS Advisors, Inc. |
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