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 | EA Bridgeway Omni Small-Cap Value ETF · BSVO cheaper diff. adviser | 72% | 0.45% | Empowered Funds, LLC d/b/a EA Advisers |
| 2 | Small-Cap Value Portfolio diff. adviser | 31% | 0.63% | Pacific Life Fund Advisors LLC |
| 3 | First Trust Small Cap Value AlphaDEX Fund · FYT diff. adviser | 30% | 0.70% | First Trust Advisors L.P. |
| 4 | WisdomTree U.S. SmallCap Fund · EES cheaper diff. adviser | 29% | 0.38% | WisdomTree Asset Management, Inc. |
| 5 | Avantis U.S. Small Cap Value ETF · AVUV cheaper | 29% | 0.25% | — |
| 6 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 28% | 0.25% | — |
| 7 | PGIM Quant Solutions Small-Cap Value Fund · TASVX, TSVRX, TSVAX, TSVQX, TRACX, PSVDX, PSVKX diff. adviser | 28% | 0.68% | PGIM INVESTMENTS LLC |
| 8 | iShares US Small Cap Value Factor ETF · SVAL cheaper diff. adviser | 26% | 0.20% | BlackRock Fund Advisors |
| 9 | First Trust Small Cap Core AlphaDEX Fund · FYX diff. adviser | 26% | 0.58% | First Trust Advisors L.P. |
| 10 | Avantis U.S. Small Cap Value Fund · AVUVX, AVCNX cheaper | 26% | 0.00% | — |
| 11 | Hotchkis and Wiley Small Cap Diversified Value Fund · HWVIX, HWVAX, HWVZX diff. adviser | 25% | 0.78% | Hotchkis and Wiley Capital Management, LLC |
| 12 | Acclivity Small Cap Value Fund · AXVNX, AXVIX diff. adviser | 25% | 0.48% | Innealta Capital, LLC |
| 13 | JPMorgan Small Cap Value Portfolio diff. adviser | 25% | 0.77% | Brighthouse Investment Advisers, LLC |
| 14 | JPMorgan Small Cap Value Fund · PSOPX, PSOAX, OSVCX, JSVUX, JSVRX, JSVZX, JSVQX, JSVPX diff. adviser | 25% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 15 | Small Cap Value Fund · VVSCX diff. adviser | 24% | 0.84% | The Variable Annuity Life Insurance Company |
| 16 | WisdomTree U.S. SmallCap Dividend Fund · DES cheaper diff. adviser | 24% | 0.38% | WisdomTree Asset Management, Inc. |
| 17 | AQR Small Cap Multi-Style Fund · QSMLX, QSMNX, QSERX diff. adviser | 24% | 0.80% | AQR Capital Management, LLc |
| 18 | PD Small-Cap Value Index Portfolio cheaper diff. adviser | 24% | 0.28% | Pacific Life Fund Advisors LLC |
| 19 | Avantis U.S. Small Cap Equity Fund · AVSBX, AVSCX cheaper | 24% | 0.00% | — |
| 20 | Vericimetry U.S. Small Cap Value Fund · VYSVX | 23% | 0.61% | — |
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