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 | Ranger Micro Cap Fund · RFTMX, RFIMX | 27% | 1.28% | Ranger Investment Management, L.P. |
| 2 | Small Company Value Portfolio · DTSVX, WSMVX | 25% | 1.10% | Wilshire Advisors LLC |
| 3 | ACUITAS US MICROCAP FUND · AFMCX | 21% | 1.50% | Acuitas Investments, LLC |
| 4 | Small Company Growth Portfolio · DTSGX, WSMGX | 20% | 1.10% | Wilshire Advisors LLC |
| 5 | Russell Investments U.S. Small Cap Equity ETF · RUSC cheaper | 20% | 0.64% | Russell Investment Management, LLC |
| 6 | U.S. Small Cap Equity Fund · RIFBX | 20% | 1.14% | Russell Investment Management, LLC |
| 7 | U.S. Small Cap Equity Fund · REBYX, RLACX, RLECX, RLESX, RSCRX, RUNTX | 20% | 0.91% | Russell Investment Management, LLC |
| 8 | DIAMOND HILL SMALL CAP FUND · DHSCX, DHSIX, DHSYX | 17% | 0.87% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 9 | First Trust Small Cap Growth AlphaDEX Fund · FYC cheaper | 16% | 0.70% | First Trust Advisors L.P. |
| 10 | Rice Hall James Micro Cap Portfolio · RHJSX | 16% | 1.25% | RICE HALL JAMES |
| 11 | Adara Smaller Companies Fund | 16% | 0.80% | Altair Advisers LLC |
| 12 | Royce Small-Cap Opportunity Fund · ROFCX, RYPNX, RYOFX, ROFIX, ROFRX | 16% | 1.12% | Royce Investment Partners |
| 13 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC cheaper | 15% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 14 | ROYCE MICRO-CAP TRUST, INC. | 15% | — | — |
| 15 | 1290 VT Micro Cap Portfolio | 15% | 0.90% | Equitable Investment Management Group, LLC |
| 16 | Venerable US Small Cap Fund | 15% | 0.85% | Venerable Investment Advisers, LLC |
| 17 | First Eagle Small Cap Opportunity Fund · FESRX, FESAX, FESCX, FECCX | 15% | 0.93% | First Eagle Investment Management, LLC |
| 18 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 14% | 0.25% | — |
| 19 | First Trust Small Cap Core AlphaDEX Fund · FYX cheaper | 14% | 0.58% | First Trust Advisors L.P. |
| 20 | WisdomTree U.S. SmallCap Quality Growth Fund · QSML cheaper | 14% | 0.38% | WisdomTree Asset Management, Inc. |
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