Sovereign's Capital Flourish Fund (SOVF) Alternatives
Sovereign's Capital Flourish Fund (SOVF) belongs to the Mid Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SOVF. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SOVF
SOVF charges 0.75% annually. Among ETFs in the Mid Cap Blend Equities category, these options have the lowest expense ratios among SOVF alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares Morningstar Mid-Cap ETF | 0.04% | Jun 28, 2004 | SOVF vs IMCB | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.05% | Nov 8, 2005 | SOVF vs SPMD | |
| iShares Core S&P Mid-Cap ETF | 0.05% | May 22, 2000 | SOVF vs IJH | |
| iShares ESG Screened S&P Mid-Cap ETF | 0.12% | Sep 22, 2020 | SOVF vs XJH | |
| Vanguard U.S. Minimum Volatility ETF | 0.13% | Feb 13, 2018 | SOVF vs VFMV |
Best Risk-Adjusted Alternatives to SOVF
Among ETFs in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| iShares MSCI Peru ETF | 96 | Jun 19, 2009 | SOVF vs EPU | |
| Tema American Reshoring ETF | 89 | May 10, 2023 | SOVF vs RSHO | |
| Invesco S&P Spin-Off ETF | 88 | Dec 15, 2006 | SOVF vs CSD | |
| Gabelli Love Our Planet & People ETF | 85 | Feb 1, 2021 | SOVF vs LOPP | |
| VanEck Agribusiness ETF | 84 | Aug 31, 2007 | SOVF vs MOO |
Top Performing SOVF Alternatives (YTD)
SOVF alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| VanEck Agribusiness ETF | 16.09% | Aug 31, 2007 | SOVF vs MOO | |
| Invesco S&P Spin-Off ETF | 12.97% | Dec 15, 2006 | SOVF vs CSD | |
| Tema American Reshoring ETF | 12.27% | May 10, 2023 | SOVF vs RSHO | |
| iShares MSCI Peru ETF | 11.55% | Jun 19, 2009 | SOVF vs EPU | |
| First Trust Dividend Strength ETF | 7.34% | Dec 5, 2006 | SOVF vs FTDS |
Lowest Volatility Alternatives to SOVF
SOVF alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| ETC 6 Meridian Low Beta Equity Strategy ETF | 12.15% | May 11, 2020 | SOVF vs SIXL | |
| Vanguard U.S. Minimum Volatility ETF | 12.31% | Feb 13, 2018 | SOVF vs VFMV | |
| Pacer Trendpilot US Mid Cap ETF | 13.84% | Jun 11, 2015 | SOVF vs PTMC | |
| Invesco Bloomberg MVP Multi-factor ETF | 14.30% | May 1, 2003 | SOVF vs BMVP | |
| Invesco Dynamic Market ETF | 14.30% | May 1, 2003 | SOVF vs PWC |
Lowest Drawdown Alternatives to SOVF
SOVF alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| ETC 6 Meridian Low Beta Equity Strategy ETF | -8.63% | May 11, 2020 | SOVF vs SIXL | |
| Pacer Trendpilot US Mid Cap ETF | -8.89% | Jun 11, 2015 | SOVF vs PTMC | |
| Vanguard U.S. Minimum Volatility ETF | -9.63% | Feb 13, 2018 | SOVF vs VFMV | |
| Running Oak Efficient Growth ETF | -10.60% | Jun 7, 2023 | SOVF vs RUNN | |
| Invesco Bloomberg MVP Multi-factor ETF | -11.26% | May 1, 2003 | SOVF vs BMVP |
Often Compared With SOVF
What investors most often compare with SOVF, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Inspire Fidelis Multi Factor ETF | Mid Cap Blend Equities | 82 | 3.62% | Aug 23, 2022 | SOVF vs FDLS | |
| Inspire 100 ETF | Large Cap Growth Equities | 72 | 4.92% | Oct 30, 2017 | SOVF vs BIBL | |
| Eventide Dividend Opportunities Fund | Mid Cap Blend Equities | 29 | 2.92% | Sep 29, 2017 | SOVF vs ETIDX | |
| Inspire Faithward Mid Cap Momentum ESG ETF | Mid Cap Growth Equities, Actively Managed | 78 | 3.74% | Dec 7, 2020 | SOVF vs GLRY | |
| Vanguard Mid-Cap ETF | Mid Cap Growth Equities | 46 | -0.68% | Jan 26, 2004 | SOVF vs VO | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | SOVF vs SPY | |
| First Trust Total US Market AlphaDEX ETF | Mid Cap Blend Equities | 66 | 7.34% | Dec 5, 2006 | SOVF vs TUSA | |
| Vanguard U.S. Quality Factor ETF | Mid Cap Blend Equities, Actively Managed | 42 | -2.43% | Feb 13, 2018 | SOVF vs VFQY |
Compare SOVF with Any Fund or Stock
Compare SOVF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.