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 a closer substitute for your current allocation.
Cheapest Alternatives to SOVF
SOVF charges 0.75% annually. There are 73 ETFs in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap ETF | 0.03% | 218.80B | Jan 2004 | SOVF vs VO | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.03% | 18.14B | Nov 2005 | SOVF vs SPMD | |
| Schwab US Mid-Cap ETF | 0.04% | 14.91B | Jan 2011 | SOVF vs SCHM | |
| iShares Morningstar Mid-Cap ETF | 0.04% | 1.64B | Jun 2004 | SOVF vs IMCB | |
| iShares Core S&P Mid-Cap ETF | 0.05% | 122.37B | May 2000 | SOVF vs IJH |
Best Risk-Adjusted Alternatives to SOVF
SOVF has a PortfoliosLab risk / return rank of 12. There are 73 ETFs in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Castellan Targeted Equity ETF | 93 | — | Jun 2025 | SOVF vs CTEF | |
| Invesco S&P Spin-Off ETF | 89 | 226.12M | Dec 2006 | SOVF vs CSD | |
| Optimize Strategy Index ETF | 89 | 239.89M | Apr 2024 | SOVF vs OPTZ | |
| Counterpoint Quantitative Equity ETF | 87 | 366.29M | Nov 2023 | SOVF vs CPAI | |
| iShares MSCI Peru ETF | 83 | 536.81M | Jun 2009 | SOVF vs EPU |
Top Performing SOVF Alternatives (YTD)
SOVF is at 5.07% YTD. There are 77 ETFs in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.32%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Spin-Off ETF | 37.32% | 226.12M | Dec 2006 | SOVF vs CSD | |
| Castellan Targeted Equity ETF | 34.60% | — | Jun 2025 | SOVF vs CTEF | |
| Optimize Strategy Index ETF | 29.14% | 239.89M | Apr 2024 | SOVF vs OPTZ | |
| Counterpoint Quantitative Equity ETF | 27.31% | 366.29M | Nov 2023 | SOVF vs CPAI | |
| Vanguard U.S. Momentum Factor ETF | 21.55% | 1.70B | Feb 2018 | SOVF vs VFMO |
Lowest Volatility Alternatives to SOVF
SOVF has 14.68% 1-year volatility. There are 36 ETFs in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | 8.76% | 426.50M | Feb 2018 | SOVF vs VFMV | |
| Invesco Bloomberg MVP Multi-factor ETF | 9.74% | 101.68M | May 2003 | SOVF vs BMVP | |
| Invesco Dynamic Market ETF | 9.74% | 95.10M | May 2003 | SOVF vs PWC | |
| ETC 6 Meridian Low Beta Equity Strategy ETF | 10.25% | 185.97M | May 2020 | SOVF vs SIXL | |
| Indexperts Quality Earnings Focused ETF | 11.02% | 34.97M | Dec 2024 | SOVF vs QIDX |
Lowest Drawdown Alternatives to SOVF
SOVF has a 1-year max drawdown of -14.46%. There are 70 ETFs in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | -6.00% | 426.50M | Feb 2018 | SOVF vs VFMV | |
| RiverNorth Patriot ETF | -6.25% | 3.97M | Feb 2022 | SOVF vs FLDZ | |
| SRH U.S. Quality ETF | -6.31% | 170.62M | Oct 2022 | SOVF vs SRHQ | |
| Invesco Bloomberg MVP Multi-factor ETF | -6.45% | 101.68M | May 2003 | SOVF vs BMVP | |
| Invesco Dynamic Market ETF | -6.45% | 95.10M | May 2003 | SOVF vs PWC |
Often Compared With SOVF
Investors most often compare SOVF with FDLS, GLRY, BIBL. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare SOVF with Any Fund or Stock
Compare SOVF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SOVF with funds that move differently
Sovereign's Capital Flourish Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SOVF.
Explore SOVF Diversifiers