ETF alternatives: find similar ETFs

An ETF alternative is a fund that holds the same kind of investments as another one. People look for one to pay a lower fee, to keep their money with one fund company, or to stay invested after selling at a loss. Pick one of 158 funds below to see its closest alternatives.

Written by the Tactfolio research team. Fund facts come from each issuer and carry the date we checked them. Prices update after each US market close.

Key points

  • Funds that track the same index come first, then funds that hold the same kind of investments.
  • Every alternative is measured with the fund over the same dates.
  • Each page shows the fee difference in dollars on $10,000.
  • Leveraged funds are only matched with other leveraged funds.

US stocks#

FundWhat it holdsClosest alternativesAll alternatives
AVUVUS small valueVBR, IJS, IWNAVUV alternatives
DGROUS dividend growthVIG, DGRW, NOBLDGRO alternatives
DGRWUS dividend growthVIG, DGRO, NOBLDGRW alternatives
DIAUS large companiesSCHX, VV, IWBDIA alternatives
DIVOCovered call incomeGPIX, JEPI, JEPQDIVO alternatives
DVYUS dividendVYM, SCHD, SPYDDVY alternatives
FTECUS technologyXLK, VGT, IYWFTEC alternatives
GPIXCovered call incomeJEPI, JEPQ, DIVOGPIX alternatives
HDVUS dividendVYM, SCHD, SPYDHDV alternatives
IGVSoftwareXLK, FTEC, VGTIGV alternatives
IJHUS mid capsMDY, SCHM, VOIJH alternatives
IJRUS small capsSCHA, VB, IWMIJR alternatives
IJSUS small valueVBR, IWN, AVUVIJS alternatives
IJTUS small growthSCHA, VB, IJRIJT alternatives
ITOTUS total marketSCHB, VTI, SPYMITOT alternatives
IVEUS large valueSPYV, VTV, SCHVIVE alternatives
IVVS&P 500SPYM, VOO, SPYIVV alternatives
IVWUS large growthSPYG, VOOG, VUGIVW alternatives
IWBUS large companiesSCHX, VV, DIAIWB alternatives
IWDUS large valueVTV, SCHV, SPYVIWD alternatives
IWFUS large growthVONG, VUG, SCHGIWF alternatives
IWMUS small capsSCHA, VB, IJRIWM alternatives
IWNUS small valueVBR, IJS, AVUVIWN alternatives
IWRUS mid capsSCHM, VO, IJHIWR alternatives
IYWUS technologyXLK, FTEC, VGTIYW alternatives
JEPICovered call incomeGPIX, JEPQ, DIVOJEPI alternatives
JEPQCovered call incomeGPIX, JEPI, DIVOJEPQ alternatives
MDYUS mid capsIJH, SCHM, VOMDY alternatives
MGKUS large growthVUG, SCHG, SPYGMGK alternatives
MTUMUS momentumQMOM, PDP, VUGMTUM alternatives
NOBLUS dividend growthVIG, DGRO, DGRWNOBL alternatives
ONEQNasdaq-100QQQM, QQQ, QQEWONEQ alternatives
PDPUS momentumMTUM, QMOM, VUGPDP alternatives
QMOMUS momentumMTUM, PDP, VUGQMOM alternatives
QQEWNasdaq-100QQQM, QQQ, ONEQQQEW alternatives
QQQNasdaq-100QQQM, ONEQ, QQEWQQQ alternatives
QQQICovered call incomeGPIX, JEPI, JEPQQQQI alternatives
QQQMNasdaq-100QQQ, ONEQ, QQEWQQQM alternatives
QUALUS quality and low volatilityUSMV, SPYM, IVVQUAL alternatives
QVALUS value factorVTV, SCHV, SPYVQVAL alternatives
QYLDCovered call incomeGPIX, JEPI, JEPQQYLD alternatives
RSPUS equal weightSPYM, IVV, VOORSP alternatives
SCHAUS small capsVB, IJR, IWMSCHA alternatives
SCHBUS total marketITOT, VTI, SPYMSCHB alternatives
SCHDUS dividendVYM, SPYD, HDVSCHD alternatives
SCHGUS large growthVUG, SPYG, MGKSCHG alternatives
SCHMUS mid capsVO, IJH, IWRSCHM alternatives
SCHVUS large valueVTV, SPYV, IVESCHV alternatives
SCHXUS large companiesVV, IWB, DIASCHX alternatives
SDYUS dividendVYM, SCHD, SPYDSDY alternatives
SMHSemiconductorsSOXX, XLK, FTECSMH alternatives
SOXXSemiconductorsSMH, XLK, FTECSOXX alternatives
SPHDUS dividendVYM, SCHD, SPYDSPHD alternatives
SPYS&P 500SPYM, IVV, VOOSPY alternatives
SPYDUS dividendVYM, SCHD, HDVSPYD alternatives
SPYGUS large growthVOOG, IVW, VUGSPYG alternatives
SPYICovered call incomeGPIX, JEPI, JEPQSPYI alternatives
SPYMS&P 500IVV, VOO, SPYSPYM alternatives
SPYVUS large valueIVE, VTV, SCHVSPYV alternatives
USMVUS quality and low volatilityQUAL, SPYM, IVVUSMV alternatives
VAWMaterialsXLB, XLI, VISVAW alternatives
VBUS small capsSCHA, IJR, IWMVB alternatives
VBRUS small valueIJS, IWN, AVUVVBR alternatives
VCRConsumer discretionaryXLY, VUG, SCHGVCR alternatives
VDCConsumer staplesXLP, XLU, VPUVDC alternatives
VDEEnergyXLE, XLB, VAWVDE alternatives
VFHFinancialsXLF, VTV, SCHVVFH alternatives
VGTUS technologyXLK, FTEC, IYWVGT alternatives
VHTHealth careXLV, XLP, VDCVHT alternatives
VIGUS dividend growthDGRO, DGRW, NOBLVIG alternatives
VISIndustrialsXLI, XLB, VAWVIS alternatives
VOUS mid capsSCHM, IJH, IWRVO alternatives
VONGUS large growthIWF, VUG, SCHGVONG alternatives
VOOS&P 500SPYM, IVV, SPYVOO alternatives
VOOGUS large growthSPYG, IVW, VUGVOOG alternatives
VOXCommunication servicesXLC, XLK, FTECVOX alternatives
VPUUtilitiesXLU, XLP, VDCVPU alternatives
VTIUS total marketITOT, SCHB, SPYMVTI alternatives
VTVUS large valueSCHV, SPYV, IVEVTV alternatives
VUGUS large growthSCHG, SPYG, MGKVUG alternatives
VVUS large companiesSCHX, IWB, DIAVV alternatives
VYMUS dividendSCHD, SPYD, HDVVYM alternatives
XLBMaterialsVAW, XLI, VISXLB alternatives
XLCCommunication servicesVOX, XLK, FTECXLC alternatives
XLEEnergyVDE, XLB, VAWXLE alternatives
XLFFinancialsVFH, VTV, SCHVXLF alternatives
XLIIndustrialsVIS, XLB, VAWXLI alternatives
XLKUS technologyFTEC, VGT, IYWXLK alternatives
XLPConsumer staplesVDC, XLU, VPUXLP alternatives
XLUUtilitiesVPU, XLP, VDCXLU alternatives
XLVHealth careVHT, XLP, VDCXLV alternatives
XLYConsumer discretionaryVCR, VUG, SCHGXLY alternatives
XYLDCovered call incomeGPIX, JEPI, JEPQXYLD alternatives

International stocks#

FundWhat it holdsClosest alternativesAll alternatives
EFAInternational developedSCHF, VEA, IEFAEFA alternatives
EFVInternational valueIVAL, SCHF, VEAEFV alternatives
EWJJapanSCHF, VEA, IEFAEWJ alternatives
IEFAInternational developedSCHF, VEA, EFAIEFA alternatives
IMOMInternational momentumSCHF, VEA, IEFAIMOM alternatives
IVALInternational valueEFV, SCHF, VEAIVAL alternatives
IXUSInternational totalVEU, VXUS, SCHFIXUS alternatives
SCHFInternational developedVEA, IEFA, EFASCHF alternatives
SCZInternational small capsSCHF, VEA, IEFASCZ alternatives
VEAInternational developedSCHF, IEFA, EFAVEA alternatives
VEUInternational totalVXUS, IXUS, SCHFVEU alternatives
VGKEuropeSCHF, VEA, IEFAVGK alternatives
VXUSInternational totalVEU, IXUS, SCHFVXUS alternatives

Emerging market stocks#

FundWhat it holdsClosest alternativesAll alternatives
EEMEmerging marketsSCHE, VWO, IEMGEEM alternatives
IEMGEmerging marketsSCHE, VWO, EEMIEMG alternatives
SCHEEmerging marketsVWO, IEMG, EEMSCHE alternatives
VWOEmerging marketsSCHE, IEMG, EEMVWO alternatives

Global stocks#

FundWhat it holdsClosest alternativesAll alternatives
ACWIGlobal stocksVT, AVGE, URTHACWI alternatives
AVGEGlobal stocksVT, URTH, ACWIAVGE alternatives
URTHGlobal stocksVT, AVGE, ACWIURTH alternatives
VTGlobal stocksAVGE, URTH, ACWIVT alternatives

US bonds#

FundWhat it holdsClosest alternativesAll alternatives
AGGUS total bondSCHZ, BND, IUSBAGG alternatives
BNDUS total bondAGG, SCHZ, IUSBBND alternatives
EDVLong TreasuryVGLT, TLT, VGITEDV alternatives
HYGHigh-yield bondsUSHY, JNK, VCITHYG alternatives
IEFIntermediate TreasuryVGIT, AGG, BNDIEF alternatives
IUSBUS total bondAGG, BND, SCHZIUSB alternatives
JNKHigh-yield bondsUSHY, HYG, VCITJNK alternatives
LQDCorporate bondsVCIT, AGG, BNDLQD alternatives
SCHPInflation-protected bondsVTIP, TIP, VGITSCHP alternatives
SCHZUS total bondAGG, BND, IUSBSCHZ alternatives
SHYShort TreasuryVGSH, SGOV, BILSHY alternatives
TIPInflation-protected bondsSCHP, VTIP, VGITTIP alternatives
TLTLong TreasuryVGLT, EDV, VGITTLT alternatives
USHYHigh-yield bondsJNK, HYG, VCITUSHY alternatives
VCITCorporate bondsLQD, AGG, BNDVCIT alternatives
VGITIntermediate TreasuryIEF, AGG, BNDVGIT alternatives
VGLTLong TreasuryEDV, TLT, VGITVGLT alternatives
VGSHShort TreasurySHY, SGOV, BILVGSH alternatives
VTIPInflation-protected bondsSCHP, TIP, VGITVTIP alternatives

International bonds#

FundWhat it holdsClosest alternativesAll alternatives
BNDXInternational bondsBWX, IGOV, EMBBNDX alternatives
BWXInternational bondsBNDX, IGOV, EMBBWX alternatives
EMBEmerging market bondsBNDX, BWX, IGOVEMB alternatives
IGOVInternational bondsBNDX, BWX, EMBIGOV alternatives

Cash and T-bills#

FundWhat it holdsClosest alternativesAll alternatives
BILTreasury billsSGOV, SHV, TFLOBIL alternatives
SGOVTreasury billsBIL, SHV, TFLOSGOV alternatives
SHVTreasury billsSGOV, BIL, TFLOSHV alternatives
TFLOTreasury billsSGOV, BIL, SHVTFLO alternatives
USFRTreasury billsSGOV, BIL, SHVUSFR alternatives

Real estate#

FundWhat it holdsClosest alternativesAll alternatives
IYRUS real estateSCHH, XLRE, VNQIYR alternatives
REMMortgage REITsSCHH, XLRE, VNQREM alternatives
RWOGlobal real estateRWX, SCHH, XLRERWO alternatives
RWXGlobal real estateRWO, SCHH, XLRERWX alternatives
SCHHUS real estateXLRE, VNQ, IYRSCHH alternatives
VNQUS real estateSCHH, XLRE, IYRVNQ alternatives
XLREUS real estateSCHH, VNQ, IYRXLRE alternatives

Commodities#

FundWhat it holdsClosest alternativesAll alternatives
DBCCommoditiesDJP, GSG, GLDMDBC alternatives
DJPCommoditiesGSG, DBC, GLDMDJP alternatives
GSGCommoditiesDJP, DBC, GLDMGSG alternatives

Gold#

How we pick alternatives#

Each fund belongs to one of 56 groups, such as “S&P 500”, “US technology” or “Treasury bills”. A fund’s alternatives are funds on the same index first, then funds in the same group, then funds in a close group.

Within each step, the funds whose daily returns moved most like the fund over about the last five years come first. Facts decide which funds are listed. Prices only decide the order.

Look up one fund#

The ETF list has a page for each fund, with fees, returns by year, worst drops and the strategies that hold it.

Common questions#

What makes a good ETF alternative?#

It holds the same kind of investments, so it rises and falls in a similar way. A fund on the same index holds the same companies. After that, a lower fee and a longer history are worth checking.

Can I switch to an alternative to harvest a tax loss?#

Some investors do. The IRS wash sale rule blocks the loss if the new fund is “substantially identical” and you buy it within 30 days before or after the sale. A fund on a different index is less likely to count. Ask a tax professional first.

Are cheaper ETFs always better?#

Not always. A lower fee helps every year, but the fund must also track what you want. Two funds with different indexes can differ by more than their fees.

Sources#