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 | Pacer US Small Cap Cash Cows Growth Leaders ETF · CAFG | 20% | 0.59% | Pacer Advisors, Inc. |
| 2 | Janus Henderson Small Cap Growth Alpha ETF · JSML cheaper | 20% | 0.30% | Janus Henderson Investors US LLC |
| 3 | Janus Henderson Small/Mid Cap Growth Alpha ETF · JSMD cheaper | 14% | 0.30% | Janus Henderson Investors US LLC |
| 4 | Innovator U.S. Small Cap Managed Floor ETF | 14% | 0.89% | Innovator Capital Management, LLC |
| 5 | Abacus FCF Real Assets Leaders ETF · ABLD | 12% | 0.39% | — |
| 6 | RIVER OAK DISCOVERY FUND · RIVSX | 12% | 1.23% | Oak Associates, Ltd. |
| 7 | ETC 6 Meridian Small Cap Equity ETF · SIXS | 12% | 0.50% | Exchange Traded Concepts, LLC |
| 8 | Boston Partners Long/Short Equity Fund · BPLSX, BPLEX | 12% | 1.76% | Boston Partners Global Investors, Inc. |
| 9 | SGI Small Cap Core Fund · BOGIX | 12% | 1.23% | Summit Global Investment, LLC |
| 10 | Kensington Dynamic Allocation Fund · KAGCX, KAGIX, KAGAX | 12% | 1.42% | Kensington Asset Management, LLC |
| 11 | Boston Partners Small Cap Value Fund II · BPSIX, BPSCX | 12% | 1.09% | Boston Partners Global Investors, Inc. |
| 12 | Motley Fool Small-Cap Growth ETF · TMFS | 11% | 0.85% | Motley Fool Asset Management |
| 13 | Olstein Strategic Opportunities Fund · OFSFX, OFSAX, OFSCX | 11% | 1.35% | Olstein Capital Mangement, L.P. |
| 14 | Hood River Small-Cap Growth Fund · HRSMX, HRSRX, HRSIX | 11% | 0.97% | Hood River Capital Management LLC |
| 15 | Hood River New Opportunities Fund · HRNOX, HRNIX, HRNRX | 11% | 0.85% | Hood River Capital Management LLC |
| 16 | Pacer Lunt Midcap Multi-Factor Alternator ETF · PAMC | 11% | 0.60% | Pacer Advisors, Inc. |
| 17 | WBI Power Factor High Dividend ETF · WBIY | 11% | 0.97% | Millington Securities LLC |
| 18 | Small Company Fund · ASQIX, ASQAX, ASCQX, ASCRX, ASQCX, ASQGX | 11% | 0.65% | American Century Investment Management, Inc. |
| 19 | AAM Transformers ETF · TRFM | 11% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 20 | Gotham 1000 Value ETF · GVLU | 10% | 0.50% | Tidal Investments LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.