Overview Performance Dividends Metrics Financials ETFs Industry Correlations

5 Stock and 95 ETF Principal Financial Group (PFG) alternatives

The most close Principal Financial Group (PFG) alternative is ETF CEFZ (RIVERNORTH ACTIVE INCOME ETF). The correlation is 0.9224.

Stocks that highly correlated with PFG

Symbol	Name	Market cap	Sector	Industry	Correlation
PRU	Prudential Financial Inc	$40B	Financial Services	Insurance - Life	0.84
VYLD	J P Morgan Chase & Co Inverse VIX ShortTerm Futures ETNs due March 22 2045	$81B	N/A	N/A	0.84
AMP	Ameriprise Financial Inc	$49B	Financial Services	Asset Management	0.83
MET	Metlife Inc	$60B	Financial Services	Insurance - Life	0.82
EQH	Equitable Holdings Inc	$14B	Financial Services	Asset Management	0.82

ETFs that highly correlated with PFG

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
CEFZ	RIVERNORTH ACTIVE INCOME ETF	$40M	3.36%	Dec 27, 2006	0.92
CLCV	Crossmark Large Cap Value ETF	$17M	0.50%	Jul 22, 2025	0.89
HWSM	HOTCHKIS & WILEY SMID CAP DIVERSIFIED VALUE FUND	$2.80M	0.55%	Mar 28, 2025	0.87
BKDV	BNY MELLON DYNAMIC VALUE ETF	$1.60B	0.60%	Nov 1, 2024	0.86
DFLV	DIMENSIONAL US LARGE CAP VALUE ETF	$6.40B	0.21%	Dec 6, 2022	0.86
JDVL	JOHN HANCOCK DISCIPLINED VALUE SELECT ETF	$880M	0.56%	Aug 5, 2025	0.85
CGVV	CAPITAL GROUP U.S. LARGE VALUE ETF SHARE CLASS	$146M	0.33%	Jun 24, 2025	0.85
VFVA	VANGUARD U.S. VALUE FACTOR ETF ETF SHARES	$845M	0.13%	Feb 13, 2018	0.84
SPVM	INVESCO S&P 500 VALUE WITH MOMENTUM ETF	$115M	0.39%	Jun 16, 2011	0.84
RPV	INVESCO S&P 500 PURE VALUE ETF	$1.70B	0.35%	Mar 1, 2006	0.84
EQRR	PROSHARES EQUITIES FOR RISING RATES ETF	$38M	0.35%	Jul 24, 2017	0.84
IMCV	ISHARES MORNINGSTAR MID-CAP VALUE ETF	$1.10B	0.06%	Jun 28, 2004	0.84
FTA	FIRST TRUST LARGE CAP VALUE ALPHADEX FUND	$1.30B	0.58%	May 8, 2007	0.84
DVLU	FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF	$46M	0.60%	Sep 5, 2018	0.84
FAB	FIRST TRUST MULTI CAP VALUE ALPHADEX FUND	$137M	0.66%	May 8, 2007	0.84
MAGA	POINT BRIDGE AMERICA FIRST ETF	$31M	0.72%	Sep 6, 2017	0.84
CVY	INVESCO ZACKS MULTI-ASSET INCOME ETF	$121M	1.21%	Sep 21, 2006	0.84
TCV	TOWLE VALUE ETF	$206M	0.85%	Oct 31, 2011	0.84
QVMT	Invesco S&P 500 Enhanced Value ETF	$137M	0.13%	Oct 9, 2015	0.84
FNK	FIRST TRUST MID CAP VALUE ALPHADEX FUND	$221M	0.74%	Apr 19, 2011	0.83
KMAR	Innovator U.S. Small Cap Power Buffer ETF March	$34M	0.79%	Feb 28, 2025	0.83
LVDS	JPMORGAN FUNDAMENTAL DATA SCIENCE LARGE VALUE ETF	$106M	0.30%	Feb 28, 2003	0.83
ONEY	STATE STREET(R) SPDR(R) RUSSELL 1000 YIELD FOCUS ETF	$727M	0.20%	Dec 2, 2015	0.83
WBIY	WBI POWER FACTOR HIGH DIVIDEND ETF	$59M	0.97%	Dec 19, 2016	0.83
AVUV	AVANTIS U.S. SMALL CAP VALUE ETF	$29B	0.25%	Sep 24, 2019	0.83
VOE	VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES	$37B	0.05%	Aug 17, 2006	0.83
DON	WISDOMTREE U.S. MIDCAP DIVIDEND FUND	$4B	0.38%	Jun 16, 2006	0.83
PMAU	PGIM S&P 500 MAX BUFFER ETF - AUGUST	$3.50M	0.50%	Jul 31, 2025	0.83
REVS	COLUMBIA RESEARCH ENHANCED VALUE ETF	$310M	0.19%	Sep 25, 2019	0.83
LSAF	LEADERSHARES(R) ALPHAFACTOR(R) US CORE EQUITY ETF	$161M	0.75%	Oct 1, 2018	0.83
EQIN	COLUMBIA U.S. EQUITY INCOME ETF	$287M	0.35%	Jun 13, 2016	0.83
RSMR	FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - MARCH	$11M	0.85%	Mar 21, 2025	0.83
FXO	FIRST TRUST FINANCIALS ALPHADEX FUND	$1.10B	0.60%	May 8, 2007	0.83
IVOV	VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES	$1.50B	0.10%	Sep 7, 2010	0.82
WTV	WISDOMTREE U.S. VALUE FUND	$2.90B	0.12%	Feb 23, 2007	0.82
MDYV	STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF	$2.70B	0.15%	Nov 8, 2005	0.82
EZM	WISDOMTREE U.S. MIDCAP FUND	$939M	0.38%	Feb 23, 2007	0.82
EVUS	ISHARES ESG AWARE MSCI USA VALUE ETF	$326M	0.18%	Jan 31, 2023	0.82
IJJ	ISHARES S&P MID-CAP 400 VALUE ETF	$8.70B	0.18%	Jul 24, 2000	0.82
NUMV	NUVEEN ESG MID-CAP VALUE ETF	$437M	0.31%	Dec 13, 2016	0.82
IWS	ISHARES RUSSELL MID-CAP VALUE ETF	$16B	0.23%	Jul 17, 2001	0.82
PY	PRINCIPAL VALUE ETF	$220M	0.15%	Mar 21, 2016	0.82
AUSF	GLOBAL X ADAPTIVE U.S. FACTOR ETF	$847M	0.27%	Aug 24, 2018	0.82
ACVU	Hartford Quality Value ETF	$184M	0.45%	Feb 28, 2017	0.82
TPHD	TIMOTHY PLAN HIGH DIVIDEND STOCK ETF	$351M	0.52%	Apr 30, 2019	0.82
QDIV	GLOBAL X S&P 500 QUALITY DIVIDEND ETF	$29M	0.20%	Jul 13, 2018	0.82
DFUV	DIMENSIONAL US MARKETWIDE VALUE ETF	$15B	0.21%	Dec 16, 1998	0.82
SPDV	AAM S&P 500 HIGH DIVIDEND VALUE ETF	$95M	0.29%	Nov 28, 2017	0.82
IXG	ISHARES GLOBAL FINANCIALS ETF	$586M	0.41%	Nov 12, 2001	0.82
ISCV	ISHARES MORNINGSTAR SMALL-CAP VALUE ETF	$685M	0.06%	Jun 28, 2004	0.82
RFV	INVESCO S&P MIDCAP 400 PURE VALUE ETF	$323M	0.35%	Mar 1, 2006	0.82
SYLD	CAMBRIA SHAREHOLDER YIELD ETF	$937M	0.59%	May 13, 2013	0.82
VLU	STATE STREET(R) SPDR(R) S&P(R) 1500 VALUE TILT ETF	$726M	0.12%	Oct 24, 2012	0.82
DIVB	ISHARES CORE DIVIDEND ETF	$1.50B	0.05%	Nov 7, 2017	0.81
PRF	INVESCO FTSE RAFI US 1000 ETF	$9.70B	0.34%	Dec 19, 2005	0.81
RSPF	INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF	$288M	0.40%	Nov 1, 2006	0.81
KNGZ	FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF	$62M	0.50%	Jun 20, 2017	0.81
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES	$68B	0.05%	Jan 26, 2004	0.81
VFMF	VANGUARD U.S. MULTIFACTOR ETF ETF SHARES	$703M	0.18%	Feb 13, 2018	0.81
TEQI	T. ROWE PRICE EQUITY INCOME ETF	$413M	0.54%	Aug 4, 2020	0.81
AFMC	FIRST TRUST ACTIVE FACTOR MID CAP ETF	$174M	0.68%	Dec 3, 2019	0.81
FSCS	FIRST TRUST SMID CAPITAL STRENGTH ETF	$59M	0.60%	Jun 20, 2017	0.81
AVGE	AVANTIS ALL EQUITY MARKETS ETF	$1B	0.23%	Sep 27, 2022	0.81
RDVY	FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	$25B	0.47%	Jan 6, 2014	0.81
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND ETF SHARES	$22B	0.06%	Sep 20, 2010	0.81
BLUX	BLUEMONTE DYNAMIC TOTAL MARKET ETF	$568M	0.25%	Jun 20, 2025	0.81
ULVM	VICTORYSHARES US VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI USA VALUE MOMENTUM ETF	$260M	0.20%	Oct 24, 2017	0.81
PWV	INVESCO LARGE CAP VALUE ETF	$1.60B	0.55%	Mar 3, 2005	0.81
IWD	ISHARES RUSSELL 1000 VALUE ETF	$80B	0.18%	May 22, 2000	0.81
SDVY	FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF	$11B	0.58%	Nov 1, 2017	0.81
CZA	INVESCO ZACKS MID-CAP ETF	$187M	0.69%	Apr 2, 2007	0.81
FNDB	SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF	$1.40B	0.25%	Aug 15, 2013	0.81
SMHB	UBS AG London Branch	$21M	N/A	Nov 8, 2018	0.81
RAFE	PIMCO RAFI ESG U.S. ETF	$161M	0.29%	Dec 18, 2019	0.81
JHLN	JOHN HANCOCK GLOBAL SENIOR LOAN ETF	$633M	0.59%	Aug 19, 2025	0.81
UPGD	INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF	$118M	0.40%	May 19, 2006	0.81
FNDX	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF	$26B	0.25%	Aug 15, 2013	0.81
RWK	INVESCO S&P MIDCAP 400 REVENUE ETF	$1.30B	0.39%	Feb 20, 2008	0.81
HERD	PACER CASH COWS FUND OF FUNDS ETF	$101M	0.74%	May 3, 2019	0.81
DFNL	DAVIS SELECT FINANCIAL ETF	$455M	0.61%	Jan 11, 2017	0.81
FSMD	FIDELITY SMALL-MID MULTIFACTOR ETF	$2.60B	0.15%	Feb 26, 2019	0.81
RDIV	INVESCO S&P ULTRA DIVIDEND REVENUE ETF	$1.30B	0.39%	Sep 30, 2013	0.80
JVAL	JPMORGAN U.S. VALUE FACTOR ETF	$821M	0.12%	Nov 8, 2017	0.80
RSP	INVESCO S&P 500 EQUAL WEIGHT ETF	$94B	0.20%	Apr 24, 2003	0.80
TPSC	TIMOTHY PLAN US SMALL CAP CORE ETF	$357M	0.52%	Dec 2, 2019	0.80
XMVM	INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF	$475M	0.39%	Mar 3, 2005	0.80
BASV	BROWN ADVISORY SUSTAINABLE VALUE ETF	$408M	0.71%	Jun 13, 2025	0.80
MFUS	PIMCO RAFI DYNAMIC MULTI-FACTOR U.S. EQUITY ETF	$290M	0.29%	Aug 31, 2017	0.80
VALQ	AMERICAN CENTURY U.S. QUALITY VALUE ETF	$322M	0.29%	Jan 11, 2018	0.80
FAS	DIREXION DAILY FINANCIAL BULL 3X SHARES	$2.20B	N/A	Nov 6, 2008	0.80
OSCV	OPUS SMALL CAP VALUE ETF	$699M	0.79%	Jul 18, 2018	0.80
ONEO	STATE STREET(R) SPDR(R) RUSSELL 1000 MOMENTUM FOCUS ETF	$29M	0.20%	Dec 1, 2015	0.80
SURE	ADVISORSHARES INSIDER ADVANTAGE ETF	$57M	0.90%	Oct 4, 2011	0.80
SPDG	STATE STREET(R) SPDR(R) PORTFOLIO S&P SECTOR NEUTRAL DIVIDEND ETF	$13M	0.05%	Sep 11, 2023	0.80
MVV	PROSHARES ULTRA MIDCAP400	$168M	N/A	Jun 19, 2006	0.80