Overview Performance Dividends Correlations

1 Stock and 99 ETF SOR (Source Capital) alternatives

The most close SOR (Source Capital) alternative is ETF CEFZ (RIVERNORTH ACTIVE INCOME ETF). The correlation is 0.9478.

Stocks that highly correlated with SOR

Symbol	Name	Market cap	Sector	Industry	Correlation
ALTS	ALT5 Sigma Corporation Common Stock	$4.90B	Technology	Software - Application	0.88

ETFs that highly correlated with SOR

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
CEFZ	RIVERNORTH ACTIVE INCOME ETF	$40M	3.36%	Dec 27, 2006	0.95
FCEF	FIRST TRUST INCOME OPPORTUNITIES ETF	$79M	3.69%	Sep 27, 2016	0.92
BLES	INSPIRE GLOBAL HOPE ETF	$166M	0.60%	Feb 27, 2017	0.91
YYY	AMPLIFY CEF HIGH INCOME ETF	$721M	3.23%	Jun 12, 2012	0.91
GAM	General American Investors Co. Inc	$1.70B	N/A	N/A	0.91
PCEF	INVESCO CEF INCOME COMPOSITE ETF	$831M	2.71%	Feb 19, 2010	0.90
WTV	WISDOMTREE U.S. VALUE FUND	$2.90B	0.12%	Feb 23, 2007	0.90
TY	Tri-Continental Corp	$2B	N/A	N/A	0.90
GDV	Gabelli Dividend & Income Trust	$2.90B	N/A	N/A	0.90
GAL	STATE STREET(R) GLOBAL ALLOCATION ETF	$303M	0.35%	Apr 25, 2012	0.90
RSP	INVESCO S&P 500 EQUAL WEIGHT ETF	$94B	0.20%	Apr 24, 2003	0.90
CZA	INVESCO ZACKS MID-CAP ETF	$187M	0.69%	Apr 2, 2007	0.90
VOE	VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES	$37B	0.05%	Aug 17, 2006	0.90
EUSA	ISHARES MSCI USA EQUAL WEIGHTED ETF	$1.70B	0.09%	May 5, 2010	0.89
NUMV	NUVEEN ESG MID-CAP VALUE ETF	$437M	0.31%	Dec 13, 2016	0.89
QWLD	STATE STREET(R) SPDR(R) MSCI WORLD STRATEGICFACTORS(SM) ETF	$171M	0.30%	Jun 4, 2014	0.89
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES	$97B	0.06%	Jun 24, 2008	0.89
FSCS	FIRST TRUST SMID CAPITAL STRENGTH ETF	$59M	0.60%	Jun 20, 2017	0.89
ULVM	VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF	$260M	0.20%	Oct 24, 2017	0.89
VALQ	AMERICAN CENTURY U.S. QUALITY VALUE ETF	$322M	0.29%	Jan 11, 2018	0.89
SPXT	PROSHARES S&P 500 EX-TECHNOLOGY ETF	$273M	0.09%	Sep 22, 2015	0.89
DUSA	DAVIS SELECT U.S. EQUITY ETF	$1.20B	0.59%	Jan 11, 2017	0.89
DEUS	XTRACKERS RUSSELL US MULTIFACTOR ETF	$291M	0.17%	Nov 24, 2015	0.89
SPGM	STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF	$1.80B	0.09%	Feb 27, 2012	0.89
IWS	ISHARES RUSSELL MID-CAP VALUE ETF	$16B	0.23%	Jul 17, 2001	0.89
CFA	VICTORYSHARES US 500 VOLATILITY WTD ETF	$534M	0.35%	Jul 1, 2014	0.89
CVY	INVESCO ZACKS MULTI-ASSET INCOME ETF	$121M	1.21%	Sep 21, 2006	0.89
FNDB	SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF	$1.40B	0.25%	Aug 15, 2013	0.89
GGZ	Gabelli Global Small and Mid Cap Value Trust	$141M	N/A	N/A	0.89
VEGA	ADVISORSHARES STAR GLOBAL BUY-WRITE ETF	$89M	1.25%	Sep 17, 2012	0.89
AOA	ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF	$3.20B	0.15%	Nov 4, 2008	0.89
FNDX	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF	$26B	0.25%	Aug 15, 2013	0.89
TILT	FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND	$2.20B	0.25%	Sep 16, 2011	0.89
FDVV	FIDELITY HIGH DIVIDEND ETF	$9.70B	0.15%	Sep 12, 2016	0.89
AUSF	GLOBAL X ADAPTIVE U.S. FACTOR ETF	$847M	0.27%	Aug 24, 2018	0.89
SIZE	ISHARES MSCI USA SIZE FACTOR ETF	$428M	0.15%	Apr 16, 2013	0.89
TOK	ISHARES MSCI KOKUSAI ETF	$249M	0.25%	Dec 10, 2007	0.89
FFA	First Trust Enhanced Equity Income Fund	$493M	N/A	N/A	0.89
ETG	Eaton Vance Tax-Advantaged Global Dividend Income Fund	$2B	N/A	N/A	0.89
PRF	INVESCO FTSE RAFI US 1000 ETF	$9.70B	0.34%	Dec 19, 2005	0.89
OUSM	ALPS \| O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES	$878M	0.48%	Dec 30, 2016	0.89
URTH	ISHARES MSCI WORLD ETF	$8.10B	0.24%	Jan 10, 2012	0.89
GSEW	GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF	$1.80B	0.09%	Sep 12, 2017	0.89
EQWL	INVESCO S&P 100 EQUAL WEIGHT ETF	$2.70B	0.25%	Dec 1, 2006	0.89
EQL	ALPS EQUAL SECTOR WEIGHT ETF	$733M	0.19%	Jul 6, 2009	0.89
CRBN	ISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF	$1.10B	0.20%	Dec 8, 2014	0.89
BSJQ	INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF	$942M	0.43%	Aug 9, 2018	0.89
ACWI	ISHARES MSCI ACWI ETF	$33B	0.32%	Mar 26, 2008	0.89
ONEV	STATE STREET(R) SPDR(R) RUSSELL 1000 LOW VOLATILITY FOCUS ETF	$342M	0.20%	Dec 1, 2015	0.89
FDRR	FIDELITY DIVIDEND ETF FOR RISING RATES	$709M	0.15%	Sep 12, 2016	0.89
JPME	JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF	$453M	0.24%	May 11, 2016	0.89
DGT	STATE STREET(R) SPDR(R) GLOBAL DOW ETF	$618M	0.50%	Sep 25, 2000	0.89
RWL	INVESCO S&P 500 REVENUE ETF	$9.20B	0.39%	Feb 19, 2008	0.89
VLU	STATE STREET(R) SPDR(R) S&P(R) 1500 VALUE TILT ETF	$726M	0.12%	Oct 24, 2012	0.89
DTD	WISDOMTREE U.S. TOTAL DIVIDEND FUND	$1.60B	0.28%	Jun 16, 2006	0.89
FTDS	FIRST TRUST DIVIDEND STRENGTH ETF	$37M	0.70%	Dec 5, 2006	0.89
IWD	ISHARES RUSSELL 1000 VALUE ETF	$80B	0.18%	May 22, 2000	0.89
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND ETF SHARES	$22B	0.06%	Sep 20, 2010	0.89
JPUS	JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF	$456M	0.18%	Sep 29, 2015	0.88
YLD	PRINCIPAL ACTIVE HIGH YIELD ETF (FORMERLY PRINCIPAL ACTIVE INCOME ETF)	$573M	0.39%	Jul 8, 2015	0.88
MAGA	POINT BRIDGE AMERICA FIRST ETF	$31M	0.72%	Sep 6, 2017	0.88
JHMM	JOHN HANCOCK MULTIFACTOR MID CAP ETF	$5.80B	0.41%	Sep 28, 2015	0.88
REVS	COLUMBIA RESEARCH ENHANCED VALUE ETF	$310M	0.19%	Sep 25, 2019	0.88
BBCA	JPMORGAN BETABUILDERS CANADA ETF	$11B	0.19%	Aug 7, 2018	0.88
SHRY	FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF	$15M	0.60%	Jun 20, 2017	0.88
IMCB	ISHARES MORNINGSTAR MID-CAP ETF	$1.60B	0.04%	Jun 28, 2004	0.88
HYGV	FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND	$1.10B	0.37%	Jul 17, 2018	0.88
PEX	ProShares Global Listed Private Equity ETF	$11M	2.95%	Feb 26, 2013	0.88
IUSV	ISHARES CORE S&P U.S. VALUE ETF	$27B	0.04%	Jul 24, 2000	0.88
BDJ	BlackRock Enhanced Equity Dividend Trust	$1.80B	N/A	N/A	0.88
FPAG	FPA GLOBAL EQUITY ETF	$540M	0.49%	Dec 16, 2021	0.88
RAFE	PIMCO RAFI ESG U.S. ETF	$161M	0.29%	Dec 18, 2019	0.88
FVAL	FIDELITY VALUE FACTOR ETF	$1.30B	0.15%	Sep 12, 2016	0.88
JVAL	JPMORGAN U.S. VALUE FACTOR ETF	$821M	0.12%	Nov 8, 2017	0.88
JHML	JOHN HANCOCK MULTIFACTOR LARGE CAP ETF	$1.20B	0.29%	Sep 28, 2015	0.88
ONEO	STATE STREET(R) SPDR(R) RUSSELL 1000 MOMENTUM FOCUS ETF	$29M	0.20%	Dec 1, 2015	0.88
DON	WISDOMTREE U.S. MIDCAP DIVIDEND FUND	$4B	0.38%	Jun 16, 2006	0.88
IMCV	ISHARES MORNINGSTAR MID-CAP VALUE ETF	$1.10B	0.06%	Jun 28, 2004	0.88
SPE	Special Opportunities Fund Inc	$168M	N/A	N/A	0.88
AOD	abrdn Total Dynamic Dividend Fund	$1.10B	N/A	N/A	0.88
DIVB	ISHARES CORE DIVIDEND ETF	$1.50B	0.05%	Nov 7, 2017	0.88
GLOF	ISHARES GLOBAL EQUITY FACTOR ETF	$212M	0.20%	Apr 28, 2015	0.88
QARP	XTRACKERS RUSSELL 1000 US QUALITY AT A REASONABLE PRICE ETF	$74M	0.19%	Apr 4, 2018	0.88
AVUS	AVANTIS U.S. EQUITY ETF	$14B	0.15%	Sep 24, 2019	0.88
VOOV	VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES	$6.70B	0.07%	Sep 7, 2010	0.88
NULV	NUVEEN ESG LARGE-CAP VALUE ETF	$2.10B	0.26%	Dec 13, 2016	0.88
IVE	ISHARES S&P 500 VALUE ETF	$48B	0.18%	May 22, 2000	0.88
IYJ	ISHARES U.S. INDUSTRIALS ETF	$1.90B	0.38%	Jun 12, 2000	0.88
EZM	WISDOMTREE U.S. MIDCAP FUND	$939M	0.38%	Feb 23, 2007	0.88
SPYV	STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF	$35B	0.04%	Sep 25, 2000	0.88
PKW	INVESCO BUYBACK ACHIEVERS ETF	$1.70B	0.62%	Dec 20, 2006	0.88
RFFC	ALPS ACTIVE EQUITY OPPORTUNITY ETF	$30M	0.48%	Jun 6, 2016	0.88
IUS	INVESCO RAFI(TM) STRATEGIC US ETF	$882M	0.19%	Sep 12, 2018	0.88
PY	PRINCIPAL VALUE ETF	$220M	0.15%	Mar 21, 2016	0.88
IWR	ISHARES RUSSELL MID-CAP ETF	$57B	0.18%	Jul 17, 2001	0.88
FEX	First Trust Large Cap Core AlphaDEX Fund	$1.60B	0.57%	May 8, 2007	0.88
QUS	STATE STREET(R) SPDR(R) MSCI USA STRATEGICFACTORS(SM) ETF	$1.50B	0.15%	Apr 15, 2015	0.88
RYLD	GLOBAL X RUSSELL 2000 COVERED CALL ETF	$1.40B	0.60%	Apr 18, 2019	0.88
VFVA	VANGUARD U.S. VALUE FACTOR ETF ETF SHARES	$845M	0.13%	Feb 13, 2018	0.88