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 | AGF U.S. Market Neutral Anti-Beta Fund · BTAL diff. adviser | 33% | 1.40% | AGF Investments LLC |
| 2 | Xtrackers Russell US Multifactor ETF · DEUS cheaper diff. adviser | 33% | 0.17% | DBX Advisors LLC |
| 3 | Hartford Multifactor US Equity ETF · ROUS cheaper diff. adviser | 33% | 0.19% | Lattice Strategies LLC |
| 4 | JPMorgan Diversified Return U.S. Equity ETF · JPUS cheaper diff. adviser | 32% | 0.18% | J.P. Morgan Investment Management, Inc. |
| 5 | iShares MSCI USA Min Vol Factor ETF · USMV cheaper diff. adviser | 30% | 0.15% | BlackRock Fund Advisors |
| 6 | State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF · ONEO cheaper diff. adviser | 30% | 0.20% | SSGA Funds Management, Inc. |
| 7 | State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF · ONEV cheaper diff. adviser | 30% | 0.20% | SSGA Funds Management, Inc. |
| 8 | SIMT U.S. Managed Volatility Fund · SVOAX, SEVIX, SUSYX | 29% | 0.89% | — |
| 9 | VictoryShares US 500 Volatility Wtd ETF · CFA diff. adviser | 29% | 0.35% | Victory Capital Management Inc. |
| 10 | AVIP Intech U.S. Low Volatility Portfolio diff. adviser | 29% | 0.61% | CONSTELLATION INVESTMENTS INC |
| 11 | VictoryShares US 500 Enhanced Volatility Wtd ETF · CFO diff. adviser | 28% | 0.35% | Victory Capital Management Inc. |
| 12 | iShares ESG Optimized MSCI USA Min Vol Factor ETF · ESMV cheaper diff. adviser | 28% | 0.18% | BlackRock Fund Advisors |
| 13 | Stratified LargeCap Index ETF · SSPY diff. adviser | 28% | 0.45% | Exchange Traded Concepts, LLC |
| 14 | First Trust Active Factor Large Cap ETF · AFLG diff. adviser | 28% | 0.55% | First Trust Advisors L.P. |
| 15 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF · JPME cheaper diff. adviser | 26% | 0.24% | J.P. Morgan Investment Management, Inc. |
| 16 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · MFUS diff. adviser | 26% | 0.29% | Pacific Investment Management Company LLC |
| 17 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS cheaper diff. adviser | 26% | 0.15% | SSGA Funds Management, Inc. |
| 18 | JNL/RAFI Multi-Factor U.S. Equity Fund diff. adviser | 26% | 0.37% | Jackson National Asset Management, LLC |
| 19 | First Trust Large Cap Core AlphaDEX Fund · FEX diff. adviser | 26% | 0.57% | First Trust Advisors L.P. |
| 20 | SIMT Tax-Managed Managed Volatility Fund · TMMAX, STVYX | 26% | 0.89% | — |
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