Optimised for the lowest total portfolio volatility, with sector constraints.
- Fee
- 0.15%
- AUM
- $24.1B
- Yield
- 1.7%
- 1Y
- +9.6%
- 5Y ann.
- +9.1%
- 10Y ann.
- —
- All-time
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All objectives
Strategy
Low Volatility ETFs
Screens for stocks with the smallest historical price swings. Tends to overweight staples and utilities, so it lags hard in momentum-led markets.
Sort4 funds
Simply the 100 least volatile S&P 500 stocks, rebalanced quarterly.
- Fee
- 0.25%
- AUM
- $7.6B
- Yield
- 2.1%
- 1Y
- +7.9%
- 5Y ann.
- +7.4%
- 10Y ann.
- —
- All-time
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The same minimum-volatility optimisation applied to developed markets ex-US.
- Fee
- 0.20%
- AUM
- $4.4B
- Yield
- 2.9%
- 1Y
- +8.4%
- 5Y ann.
- +4.8%
- 10Y ann.
- —
- All-time
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Combines the low-vol screen with a high-dividend requirement.
- Fee
- 0.27%
- AUM
- $600M
- Yield
- 3.6%
- 1Y
- +6.4%
- 5Y ann.
- +6.9%
- 10Y ann.
- —
- All-time
- —