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 | Applied Finance IVS US SMID ETF · IVSS cheaper | 33% | 0.59% | Applied Finance Advisors, LLC |
| 2 | Schwab Small-Cap Equity Fund · SWSCX diff. adviser | 23% | 1.09% | Charles Schwab Investment Management, Inc. |
| 3 | Sterling Capital Behavioral Small Cap Value Fund · SPSCX, SPSAX, SPSDX, STRBX cheaper diff. adviser | 22% | 0.78% | Sterling Capital Management LLC |
| 4 | PGIM Quant Solutions Small-Cap Value Fund · TASVX, TSVRX, TSVAX, TSVQX, TRACX, PSVDX, PSVKX cheaper diff. adviser | 20% | 0.68% | PGIM INVESTMENTS LLC |
| 5 | Allspring Disciplined Small Cap Fund · NVSOX, WSCOX, WSCJX, WDSAX cheaper diff. adviser | 20% | 0.50% | Allspring Funds Management, LLC |
| 6 | Small Company Fund · ASQIX, ASQAX, ASCQX, ASCRX, ASQCX, ASQGX cheaper diff. adviser | 19% | 0.65% | American Century Investment Management, Inc. |
| 7 | Franklin U.S. Small Cap Equity Fund · LMBAX, LMBCX, LGSCX, LMBRX, LMSIX, LMBMX cheaper diff. adviser | 19% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 8 | Harbor AlphaEdge Small Cap Earners ETF · EBIT cheaper diff. adviser | 19% | 0.29% | Harbor Capital Advisors, Inc. |
| 9 | S&P SmallCap 600 Pure Growth Fund diff. adviser | 19% | 1.64% | Security Investors, LLC |
| 10 | S&P SmallCap 600 Pure Growth Fund · RYWAX, RYSGX, RYWCX diff. adviser | 19% | 1.55% | Security Investors, LLC |
| 11 | Small-Cap Value Fund · BRSVX diff. adviser | 18% | 0.90% | Bridgeway Capital Management, LLC |
| 12 | SMALL-CAP GROWTH PROFUND · SGPIX, SGPSX diff. adviser | 18% | 1.78% | ProFund Advisors LLC |
| 13 | JPMorgan Diversified Return U.S. Small Cap Equity ETF · JPSE cheaper diff. adviser | 18% | 0.29% | J.P. Morgan Investment Management, Inc. |
| 14 | Invesco S&P Smallcap 600 Pure Growth ETF · RZG cheaper diff. adviser | 18% | 0.35% | Invesco Capital Management LLC |
| 15 | PROFUND VP SMALLCAP GROWTH diff. adviser | 18% | 1.68% | ProFund Advisors LLC |
| 16 | VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND · VIOG cheaper diff. adviser | 17% | 0.08% | The Vanguard Group, Inc. |
| 17 | First Trust Active Factor Small Cap ETF · AFSM cheaper diff. adviser | 17% | 0.75% | First Trust Advisors L.P. |
| 18 | Simplify Piper Sandler US Small-Cap PLUS Income ETF diff. adviser | 17% | 0.91% | Simplify Asset Management Inc. |
| 19 | SEI Select Small Cap ETF · SEIS cheaper diff. adviser | 17% | 0.55% | SEI INVESTMENTS MANAGEMENT Corporation |
| 20 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF · SLYG cheaper diff. adviser | 17% | 0.15% | SSGA Funds Management, Inc. |
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