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 | Avantis U.S. Small Cap Value ETF · AVUV | 84% | 0.25% | — |
| 2 | Small-Cap Value Portfolio | 70% | 0.63% | Pacific Life Fund Advisors LLC |
| 3 | Vericimetry U.S. Small Cap Value Fund · VYSVX | 47% | 0.61% | — |
| 4 | Avantis U.S. Small Cap Equity ETF · AVSC | 42% | 0.25% | — |
| 5 | Dimensional US Small Cap Value ETF · DFSV | 41% | 0.30% | DIMENSIONAL FUND ADVISORS LP |
| 6 | Avantis U.S. Small Cap Equity Fund · AVSBX, AVSCX | 40% | 0.00% | — |
| 7 | Small Cap Opportunities Trust · JADMX, JADLX, JADPX | 38% | 0.81% | John Hancock Variable Trust Advisers LLC |
| 8 | Dimensional U.S. Targeted Value ETF · DFAT | 37% | 0.28% | DIMENSIONAL FUND ADVISORS LP |
| 9 | U.S. SMALL CAP VALUE PORTFOLIO · DFSVX | 36% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
| 10 | VANGUARD RUSSELL 2000 VALUE INDEX FUND · VTWV, VRTVX | 35% | 0.05% | The Vanguard Group, Inc. |
| 11 | Acclivity Small Cap Value Fund · AXVNX, AXVIX | 34% | 0.48% | Innealta Capital, LLC |
| 12 | Dimensional VA U.S. Targeted Value Portfolio | 34% | 0.29% | DIMENSIONAL FUND ADVISORS LP |
| 13 | U.S. Targeted Value Portfolio · DFFVX | 33% | 0.00% | DIMENSIONAL FUND ADVISORS LP |
| 14 | U.S. MICRO CAP PORTFOLIO · DFSCX | 31% | 0.41% | DIMENSIONAL FUND ADVISORS LP |
| 15 | U.S. Sustainability Targeted Value Portfolio | 31% | 0.33% | DIMENSIONAL FUND ADVISORS LP |
| 16 | PD Small-Cap Value Index Portfolio | 30% | 0.28% | Pacific Life Fund Advisors LLC |
| 17 | WisdomTree U.S. SmallCap Fund · EES | 30% | 0.38% | WisdomTree Asset Management, Inc. |
| 18 | VANGUARD TAX-MANAGED SMALL-CAP FUND · VTMSX, VTSIX | 30% | 0.03% | The Vanguard Group, Inc. |
| 19 | Harbor AlphaEdge Small Cap Earners ETF · EBIT | 30% | 0.29% | Harbor Capital Advisors, Inc. |
| 20 | Fidelity Small Cap Value Index Fund · FISVX | 30% | 0.05% | Fidelity Management & Research Company LLC |
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