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 | iShares MSCI USA Min Vol Factor ETF · USMV diff. adviser | 39% | 0.15% | BlackRock Fund Advisors |
| 2 | State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF · QUS diff. adviser | 37% | 0.15% | SSGA Funds Management, Inc. |
| 3 | AVIP Intech U.S. Low Volatility Portfolio diff. adviser | 36% | 0.61% | CONSTELLATION INVESTMENTS INC |
| 4 | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF · XRLV diff. adviser | 35% | 0.25% | Invesco Capital Management LLC |
| 5 | JNL/AQR Large Cap Defensive Style Fund diff. adviser | 35% | 0.56% | Jackson National Asset Management, LLC |
| 6 | AQR Large Cap Defensive Style Fund · AUENX, AUEIX, QUERX diff. adviser | 35% | 0.31% | AQR Capital Management, LLc |
| 7 | First Trust Horizon Managed Volatility Domestic ETF · HUSV diff. adviser | 35% | 0.70% | First Trust Advisors L.P. |
| 8 | WisdomTree U.S. LargeCap Dividend Fund · DLN diff. adviser | 33% | 0.28% | WisdomTree Asset Management, Inc. |
| 9 | iShares U.S. Large Cap Premium Income Active ETF diff. adviser | 33% | 0.35% | BlackRock Fund Advisors |
| 10 | FlexShares US Quality Low Volatility Index Fund · QLV cheaper diff. adviser | 33% | 0.08% | NORTHERN TRUST INVESTMENTS, INC. |
| 11 | WisdomTree U.S. Total Dividend Fund · DTD diff. adviser | 32% | 0.28% | WisdomTree Asset Management, Inc. |
| 12 | VANGUARD GLOBAL MINIMUM VOLATILITY FUND · VMNVX, VMVFX | 32% | 0.14% | The Vanguard Group, Inc. |
| 13 | Fidelity Low Volatility Factor ETF · FDLO diff. adviser | 32% | 0.15% | Fidelity Management & Research Company LLC |
| 14 | Invesco S&P 500 Low Volatility ETF · SPLV diff. adviser | 32% | 0.25% | Invesco Capital Management LLC |
| 15 | JPMorgan U.S. Quality Factor ETF · JQUA cheaper diff. adviser | 31% | 0.12% | J.P. Morgan Investment Management, Inc. |
| 16 | iShares ESG Optimized MSCI USA Min Vol Factor ETF · ESMV diff. adviser | 31% | 0.18% | BlackRock Fund Advisors |
| 17 | Tema S&P 500 Historical Weight ETF Strategy · DSPY | 31% | 0.18% | — |
| 18 | Columbia Dividend Income Fund · LBSAX, LBSCX, GSFTX, CDIRX, CDDRX, CDDYX, GFSDX diff. adviser | 31% | 0.54% | Columbia Management Investment Advisers, LLC |
| 19 | Invesco S&P 500 Minimum Variance ETF · SPMV cheaper diff. adviser | 30% | 0.10% | Invesco Capital Management LLC |
| 20 | Invesco Dividend AchieversTM ETF · PFM diff. adviser | 30% | 0.52% | Invesco Capital Management LLC |
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