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 | AVIP Intech U.S. Low Volatility Portfolio cheaper diff. adviser | 50% | 0.61% | CONSTELLATION INVESTMENTS INC |
| 2 | JNL/AQR Large Cap Defensive Style Fund cheaper diff. adviser | 45% | 0.56% | Jackson National Asset Management, LLC |
| 3 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX cheaper diff. adviser | 43% | 0.31% | AQR Capital Management, LLc |
| 4 | Parametric Hedged Equity ETF · PHEQ cheaper | 42% | 0.29% | — |
| 5 | FlexShares US Quality Low Volatility Index Fund · QLV cheaper diff. adviser | 42% | 0.08% | NORTHERN TRUST INVESTMENTS, INC. |
| 6 | Fidelity SAI U.S. Low Volatility Index Fund · FSUVX cheaper diff. adviser | 42% | 0.10% | Fidelity Management & Research Company LLC |
| 7 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 42% | 0.15% | SSGA Funds Management, Inc. |
| 8 | NEOS S&P 500(R) Hedged Equity Income ETF · SPYH cheaper diff. adviser | 42% | 0.68% | NEOS Investment Management, LLC |
| 9 | Persimmon Long/Short Fund · LSEIX diff. adviser | 41% | 1.99% | Dakota Wealth, LLC. |
| 10 | T. Rowe Price Hedged Equity Fund · PHEFX, PZHEX, PHEIX cheaper diff. adviser | 41% | 0.00% | T. Rowe Price Associates, Inc. |
| 11 | iShares U.S. Large Cap Premium Income Active ETF cheaper diff. adviser | 41% | 0.35% | BlackRock Fund Advisors |
| 12 | iShares MSCI USA Min Vol Factor ETF · USMV cheaper diff. adviser | 41% | 0.15% | BlackRock Fund Advisors |
| 13 | Innovator Equity Managed 100 Buffer ETF diff. adviser | 41% | 0.89% | Innovator Capital Management, LLC |
| 14 | Goldman Sachs MarketBeta U.S. Equity ETF · GSUS cheaper diff. adviser | 41% | 0.07% | Goldman Sachs Asset Management, L.P. |
| 15 | Direxion Daily S&P 500 Bull 2X Shares · SPUU cheaper diff. adviser | 40% | 0.60% | RAFFERTY ASSET MANAGEMENT, LLC |
| 16 | NEOS S&P 500(R) High Income ETF · SPYI cheaper diff. adviser | 40% | 0.68% | NEOS Investment Management, LLC |
| 17 | NEOS Boosted S&P 500(R) High Income ETF | 40% | — | — |
| 18 | Horizon Defined Risk Fund · HNDRX, HIDRX, HADRX diff. adviser | 40% | 0.92% | HORIZON INVESTMENTS LLC. |
| 19 | iShares Russell Top 200 ETF · IWL cheaper diff. adviser | 40% | 0.15% | BlackRock Fund Advisors |
| 20 | SA U.S. Core Market Fund cheaper diff. adviser | 40% | 0.69% | Focus Partners Advisor Solutions, LLC |
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