Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Timothy Plan US Small Cap Core ETF · TPSC cheaper diff. adviser | 28% | 0.52% | Timothy Partners Ltd. |
| 2 | U.S. SMALL CAP VALUE PORTFOLIO · DFSVX cheaper diff. adviser | 27% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
| 3 | Small-Cap Value Portfolio cheaper diff. adviser | 27% | 0.63% | Pacific Life Fund Advisors LLC |
| 4 | Dimensional VA U.S. Targeted Value Portfolio cheaper diff. adviser | 26% | 0.29% | DIMENSIONAL FUND ADVISORS LP |
| 5 | U.S. MICRO CAP PORTFOLIO · DFSCX cheaper diff. adviser | 26% | 0.41% | DIMENSIONAL FUND ADVISORS LP |
| 6 | PD Small-Cap Value Index Portfolio cheaper diff. adviser | 26% | 0.28% | Pacific Life Fund Advisors LLC |
| 7 | Avantis U.S. Small Cap Equity Fund · AVSBX, AVSCX cheaper | 26% | 0.00% | — |
| 8 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 26% | 0.25% | — |
| 9 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND · VIOV, VSMVX cheaper diff. adviser | 26% | 0.03% | The Vanguard Group, Inc. |
| 10 | Fidelity Small Cap Value Index Fund · FISVX cheaper diff. adviser | 25% | 0.05% | Fidelity Management & Research Company LLC |
| 11 | U.S. Targeted Value Portfolio · DFFVX cheaper diff. adviser | 25% | 0.00% | DIMENSIONAL FUND ADVISORS LP |
| 12 | iShares S&P Small-Cap 600 Value ETF · IJS cheaper diff. adviser | 25% | 0.18% | BlackRock Fund Advisors |
| 13 | iShares Russell 2000 Value ETF · IWN cheaper diff. adviser | 25% | 0.24% | BlackRock Fund Advisors |
| 14 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF · SLYV cheaper diff. adviser | 25% | 0.15% | SSGA Funds Management, Inc. |
| 15 | WESTWOOD QUALITY SMALLCAP FUND · WHGAX, WHGSX, WWSYX, WHGCX diff. adviser | 25% | 0.79% | Westwood Management Corp. |
| 16 | BNY Mellon US Small Cap Core Equity ETF · BKSE cheaper diff. adviser | 25% | 0.04% | BNY Mellon ETF Investment Adviser, LLC |
| 17 | SMALL-CAP VALUE PROFUND · SVPIX, SVPSX diff. adviser | 25% | 1.78% | ProFund Advisors LLC |
| 18 | PROFUND VP SMALLCAP VALUE diff. adviser | 25% | 1.68% | ProFund Advisors LLC |
| 19 | U.S. Sustainability Targeted Value Portfolio cheaper diff. adviser | 25% | 0.33% | DIMENSIONAL FUND ADVISORS LP |
| 20 | Small Cap Opportunities Trust · JADMX, JADLX, JADPX diff. adviser | 25% | 0.81% | John Hancock Variable Trust Advisers LLC |
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