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Trade Minimum Volatility Funds FREE of Commission!

By , June 22nd, 2018 | No Comments


minimum volatility funds

Between global trade tensions, rising interest rates and an upcoming election, plenty of things will keep the markets volatile at least until the end of the year. No one’s recommending that you completely cash out yet. But if you don’t like turbulence, you might want to consider minimum volatility funds.

They are subsets of equity-based exchange traded funds (ETFs) that provide more stability than conventional market indices — and, yes, the more popular ones are commission free, which we’ll explain further down.

Minimum volatility ETFs include equities that don’t move around as much in value — both the downside and upside can be more modest than the broader markets’ performance.

While an ETF that’s strictly minimum volatility might save you money, you might also miss out on some gains if you stay in the fund too long. That doesn’t necessarily make it a short term play for when markets get choppy.

Smart Beta Versus Minimum Volatility Funds

A longer-term play that’s related to minimum volatility and partly overlaps with it is called smart beta — in fact, some funds are both minimum volatility and smart beta, but the two aren’t synonymous.

Except that the word “beta” does mean volatility to financial professionals. Smart beta refers to ETFs that get recalibrated more frequently than conventional ETFs.

That dynamic recalibration bears enough of a resemblance to the way mutual funds are managed that — well, some financial marketers apply the smart beta label to actively managed

minimum volatility funds

Between global trade tensions, rising interest rates and an upcoming election, plenty of things will keep the markets volatile at least until the end of the year. No one’s recommending that you completely cash out yet. But if you don’t like turbulence, you might want to consider minimum volatility funds.

They are subsets of equity-based exchange traded funds (ETFs) that provide more stability than conventional market indices — and, yes, the more popular ones are commission free, which we’ll explain further down.

Minimum volatility ETFs include equities that don’t move around as much in value — both the downside and upside can be more more modest than the broader markets’ performance.

While an ETF that’s strictly minimum volatility might save you money, you might also miss out on some gains if you stay in the fund too long. That doesn’t necessarily make it a short term play for when markets get choppy.

Smart Beta Versus Minimum Volatility Funds

A longer-term play that’s related to minimum volatility and partly overlaps with it is called smart beta — in fact, some funds are both minimum volatility and smart beta, but the two aren’t synonymous.

Except that the word “beta” does mean volatility to financial professionals. Smart beta refers to ETFs that get recalibrated more frequently than conventional ETFs.

That dynamic recalibration bears enough of a resemblance to the way mutual funds are managed that — well, some financial marketers apply the smart beta label to actively managed mutual funds.

Yes, these labels can get confusing — often it’s the newer products that have varying labels from one financial institution to another. Both minimum volatility and smart beta have only been around for at most a decade.

Trade 300 of Them Free of Commission

Anyway, smart beta strategies include minimum volatility along with several others like momentum and growth. There are even a few that have fixed income focuses.

The larger range of strategies explain why there are about six times as many smart beta as minimum volatility funds listed in ETFdb, the industry database for ETFs.

Lists of both appear at the bottom of this post, courtesy of ETFDB. If any of them strike your fancy, you might want to head to TDAmeritrade, where you can trade 300 of the most popular ones free of commission.

Top 85 Minimum Volatility ETFs

The following table of ETFs comes from the industry database ETFDB. A number of them also get classified as smart beta — which is actually a larger set of funds. A table of them will appear in a subsequent post — stay tuned for it, but in the meantime, get a load of these funds you can trade commission free.

Symbol ETF Name Asset Class
USMV iShares Edge MSCI Min Vol USA ETF Equity
EFAV iShares Edge MSCI Min Vol EAFE ETF Equity
SPLV Invesco S&P 500® Low Volatility ETF Equity
EEMV iShares Edge MSCI Min Vol Emerging Markets ETF Equity
ACWV iShares Edge MSCI Min Vol Global ETF Equity
SPHD Invesco S&P 500® High Dividend Low Volatility ETF Equity
JPIN JPMorgan Diversified Return International Equity ETF Equity
XMLV Invesco S&P Mid Cap Low Volatility ETF Equity
XSLV Invesco S&P Small Cap Low Volatility ETF Equity
JPST JPMorgan Ultra-Short Income ETF Bond
STPZ PIMCO 1-5 Year U.S. TIPS Index Fund Bond
EELV Invesco S&P Emerging Markets Low Volatility ETF Equity
IDLV Invesco S&P International Developed Low Volatility ETF Equity
LVHD Legg Mason Low Volatility High Dividend ETF Equity
VNLA Janus Short Duration Income ETF Bond
ONEV SPDR Russell 1000 Low Volatility Focus ETF Equity
OUSA O’shares FTSE U.S. Quality Dividend ETF Equity
DIV Global X Super Dividend U.S. ETF Equity
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF Equity
WBIH WBI Tactical High Income Shares Multi-Asset
QEFA SPDR MSCI EAFE Strategic Factors ETF Equity
SMLV SPDR SSGA U.S. Small Cap Low Volatility Index ETF Equity
LVHB Innovator Lunt Low Vol/High Beta Tactical ETF Equity
XRLV Invesco S&P 500® ex-Rate Sensitive Low Volatility ETF Equity
DEUS Deutsche X-trackers Russell 1000 Comprehensive Factor ETF Equity
OUSM O’Shares FTSE US Small Cap Quality Dividend ETF Equity
HUSV First Trust Horizon Managed Volatility Domestic ETF Equity
FLQL Franklin LibertyQ U.S. Equity ETF Equity
LGLV SPDR SSGA U.S. Large Cap Low Volatility Index ETF Equity
QUS SPDR MSCI USA StrategicFactors ETF Equity
WBII WBI Tactical Income Shares Multi-Asset
TUZ PIMCO 1-3 Year U.S. Treasury Index Fund Bond
HYLV IQ S&P High Yield Low Volatility Bond ETF Bond
WBIG WBI Large Cap Tactical Yield Shares Equity
WBIE WBI Large Cap Tactical Growth Shares Equity
WBIF WBI Large Cap Tactical Value Shares Equity
WBIL WBI Large Cap Tactical Select Shares Equity
DEEF Deutsche X-trackers FTSE Developed Ex US Comprehensive Factor ETF Equity
FDLO Fidelity Low Volatility Factor ETF Equity
WBIA WBI SMID Tactical Growth Shares Equity
HDMV First Trust Horizon Managed Volatility Developed International ETF Equity
WBIC WBI SMID Tactical Yield Shares Equity
LVHI Legg Mason International Low Volatility High Dividend ETF Equity
WBID WBI SMID Tactical Select Shares Equity
WBIB WBI SMID Tactical Value Shares Equity
OEUR O’Shares FTSE Europe Quality Dividend ETF Equity
QCAN SPDR MSCI Canada StrategicFactors ETF Equity
DWLV Invesco DWA Momentum & Low Volatility Rotation ETF Multi-Asset
SMMV iShares Edge MSCI Min Vol USA Small Cap ETF Equity
JPMV iShares Edge MSCI Min Vol Japan ETF Equity
EUMV iShares Edge MSCI Min Vol Europe ETF Equity
DWPP First Trust Dorsey Wright People’s Portfolio ETF Multi-Asset
QWLD SPDR MSCI World Strategic Factors ETF Equity
JMIN JPMorgan U.S. Minimum Volatility ETF Equity
QJPN SPDR MSCI Japan StrategicFactors ETF Equity
MVIN Natixis Seeyond International Minimum Volatility ETF Equity
HDLV ETRACS Monthly Pay 2x Leveraged U.S. High Dividend Low Volatility ETN Equity
RNDM First Trust Developed International Equity Select ETF Equity
HEFV iShares Edge MSCI Min Vol EAFE Currency Hedged ETF Equity
ONTL O’Shares FTSE Russell International Quality Dividend ETF Equity
QGBR SPDR MSCI United Kingdom StrategicFactors ETF Equity
FLLV Franklin Liberty U.S. Low Volatility ETF Equity
VFMV Vanguard U.S. Minimum Volatility ETF Equity
DESC Deutsche X-trackers Russell 2000 Comprehensive Factor ETF Equity
OASI O’Shares FTSE Asia Pacific Quality Dividend ETF Equity
HILO Columbia EM Quality Dividend ETF Equity
HEMV iShares Edge MSCI Min Vol EM Currency Hedged ETF Equity
QDEU SPDR MSCI Germany StrategicFactors ETF Equity
VSMV VictoryShares U.S. Multi-Factor Minimum Volatility ETF Equity
XSHD Invesco S&P Small Cap High Dividend Low Volatility ETF Equity
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF Equity
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF Equity
AXJV iShares Edge MSCI Min Vol Asia ex Japan ETF Equity
DEMG Deutsche X-trackers FTSE Emerging Comprehensive Factor ETF Equity
LVHE Legg Mason Emerging Markets Low Volatility High Dividend ETF Equity
IDHD Invesco S&P International Developed High Dividend Low Volatility ETF Equity
LVUS Hartford Multifactor Low Volatility US Equity ETF Equity
LVIN Hartford Multifactor Low Volatility International Equity ETF Equity
OVOL Oppenheimer Russell 1000 Low Volatility Factor ETF Equity
RNEM First Trust Emerging Markets Equity Select ETF Equity
MRGR Proshares Merger ETF Alternatives
LSVX VelocityShares VIX Variable Long/Short ETN Volatility
HACV iShares Edge MSCI Min Vol Global Currency Hedged ETF Equity
HEUV iShares Edge MSCI Min Vol Europe Currency Hedged ETF Equity
SPMV Invesco S&P 500 Minimum Variance ETF Equity

Readers, does the idea of reducing volatility appeal to you? What kind of investments do you have right now?

If you enjoy reading our blog posts and would like to try your hand at blogging, we have good news for you; you can do exactly that on Saving Advice. Just click here to get started.

mutual funds.

Yes, these labels can get confusing — often it’s the newer products that have varying labels from one financial institution to another. Both minimum volatility and smart beta have only been around for at most a decade.

Trade 300 of Them Free of Commission

Anyway, smart beta strategies include minimum volatility along with several others like momentum and growth. There are even a few that have fixed income focuses.

The larger range of strategies explain why there are about six times as many smart beta as minimum volatility funds listed in ETFdb, the industry database for ETFs.

Lists of both appear at the bottom of this post, courtesy of ETFDB. If any of them strike your fancy, you might want to head to TDAmeritrade, where you can trade 300 of the most popular ones free of commission.

Top 85 Minimum Volatility ETFs

The following table of ETFs comes from the industry database ETFDB. A number of them also get classified as smart beta — which is actually a larger set of funds. A table of them will appear in a subsequent post — stay tuned for it, but in the meantime, get a load of these funds you can trade commission free.

Symbol ETF Name Asset Class
USMV iShares Edge MSCI Min Vol USA ETF Equity
EFAV iShares Edge MSCI Min Vol EAFE ETF Equity
SPLV Invesco S&P 500® Low Volatility ETF Equity
EEMV iShares Edge MSCI Min Vol Emerging Markets ETF Equity
ACWV iShares Edge MSCI Min Vol Global ETF Equity
SPHD Invesco S&P 500® High Dividend Low Volatility ETF Equity
JPIN JPMorgan Diversified Return International Equity ETF Equity
XMLV Invesco S&P MidCap Low Volatility ETF Equity
XSLV Invesco S&P SmallCap Low Volatility ETF Equity
JPST JPMorgan Ultra-Short Income ETF Bond
STPZ PIMCO 1-5 Year U.S. TIPS Index Fund Bond
EELV Invesco S&P Emerging Markets Low Volatility ETF Equity
IDLV Invesco S&P International Developed Low Volatility ETF Equity
LVHD Legg Mason Low Volatility High Dividend ETF Equity
VNLA Janus Short Duration Income ETF Bond
ONEV SPDR Russell 1000 Low Volatility Focus ETF Equity
OUSA O’shares FTSE US Quality Dividend ETF Equity
DIV Global X SuperDividend U.S. ETF Equity
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF Equity
WBIH WBI Tactical High Income Shares Multi-Asset
QEFA SPDR MSCI EAFE StrategicFactors ETF Equity
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF Equity
LVHB Innovator Lunt Low Vol/High Beta Tactical ETF Equity
XRLV Invesco S&P 500® ex-Rate Sensitive Low Volatility ETF Equity
DEUS Deutsche X-trackers Russell 1000 Comprehensive Factor ETF Equity
OUSM O’Shares FTSE US Small Cap Quality Dividend ETF Equity
HUSV First Trust Horizon Managed Volatility Domestic ETF Equity
FLQL Franklin LibertyQ U.S. Equity ETF Equity
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF Equity
QUS SPDR MSCI USA StrategicFactors ETF Equity
WBII WBI Tactical Income Shares Multi-Asset
TUZ PIMCO 1-3 Year U.S. Treasury Index Fund Bond
HYLV IQ S&P High Yield Low Volatility Bond ETF Bond
WBIG WBI Large Cap Tactical Yield Shares Equity
WBIE WBI Large Cap Tactical Growth Shares Equity
WBIF WBI Large Cap Tactical Value Shares Equity
WBIL WBI Large Cap Tactical Select Shares Equity
DEEF Deutsche X-trackers FTSE Developed Ex US Comprehensive Factor ETF Equity
FDLO Fidelity Low Volatility Factor ETF Equity
WBIA WBI SMID Tactical Growth Shares Equity
HDMV First Trust Horizon Managed Volatility Developed International ETF Equity
WBIC WBI SMID Tactical Yield Shares Equity
LVHI Legg Mason International Low Volatility High Dividend ETF Equity
WBID WBI SMID Tactical Select Shares Equity
WBIB WBI SMID Tactical Value Shares Equity
OEUR O’Shares FTSE Europe Quality Dividend ETF Equity
QCAN SPDR MSCI Canada StrategicFactors ETF Equity
DWLV Invesco DWA Momentum & Low Volatility Rotation ETF Multi-Asset
SMMV iShares Edge MSCI Min Vol USA Small-Cap ETF Equity
JPMV iShares Edge MSCI Min Vol Japan ETF Equity
EUMV iShares Edge MSCI Min Vol Europe ETF Equity
DWPP First Trust Dorsey Wright People’s Portfolio ETF Multi-Asset
QWLD SPDR MSCI World StrategicFactors ETF Equity
JMIN JPMorgan U.S. Minimum Volatility ETF Equity
QJPN SPDR MSCI Japan StrategicFactors ETF Equity
MVIN Natixis Seeyond International Minimum Volatility ETF Equity
HDLV ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Equity
RNDM First Trust Developed International Equity Select ETF Equity
HEFV iShares Edge MSCI Min Vol EAFE Currency Hedged ETF Equity
ONTL O’Shares FTSE Russell International Quality Dividend ETF Equity
QGBR SPDR MSCI United Kingdom StrategicFactors ETF Equity
FLLV Franklin Liberty U.S. Low Volatility ETF Equity
VFMV Vanguard U.S. Minimum Volatility ETF Equity
DESC Deutsche X-trackers Russell 2000 Comprehensive Factor ETF Equity
OASI O’Shares FTSE Asia Pacific Quality Dividend ETF Equity
HILO Columbia EM Quality Dividend ETF Equity
HEMV iShares Edge MSCI Min Vol EM Currency Hedged ETF Equity
QDEU SPDR MSCI Germany StrategicFactors ETF Equity
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF Equity
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF Equity
FLQS Franklin LibertyQ U.S. Small Cap Equity ETF Equity
FLQM Franklin LibertyQ U.S. Mid Cap Equity ETF Equity
AXJV iShares Edge MSCI Min Vol Asia ex Japan ETF Equity
DEMG Deutsche X-trackers FTSE Emerging Comprehensive Factor ETF Equity
LVHE Legg Mason Emerging Markets Low Volatility High Dividend ETF Equity
IDHD Invesco S&P International Developed High Dividend Low Volatility ETF Equity
LVUS Hartford Multifactor Low Volatility US Equity ETF Equity
LVIN Hartford Multifactor Low Volatility International Equity ETF Equity
OVOL Oppenheimer Russell 1000 Low Volatility Factor ETF Equity
RNEM First Trust Emerging Markets Equity Select ETF Equity
MRGR Proshares Merger ETF Alternatives
LSVX VelocityShares VIX Variable Long/Short ETN Volatility
HACV iShares Edge MSCI Min Vol Global Currency Hedged ETF Equity
HEUV iShares Edge MSCI Min Vol Europe Currency Hedged ETF Equity
SPMV Invesco S&P 500 Minimum Variance ETF Equity

Readers, does the idea of reducing volatility appeal to you? What kind of investments do you have right now?

If you enjoy reading our blog posts and would like to try your hand at blogging, we have good news for you; you can do exactly that on Saving Advice. Just click here to get started.

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