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 | Boston Partners Small Cap Value Fund II · BPSIX, BPSCX cheaper | 21% | 1.09% | Boston Partners Global Investors, Inc. |
| 2 | Boston Partners Long/Short Research Fund · BPRRX, BPIRX | 19% | 1.84% | Boston Partners Global Investors, Inc. |
| 3 | Boston Partners All-Cap Value Fund · BPAIX, BPAVX cheaper | 16% | 0.80% | Boston Partners Global Investors, Inc. |
| 4 | Pacer US Small Cap Cash Cows Growth Leaders ETF · CAFG cheaper diff. adviser | 15% | 0.59% | Pacer Advisors, Inc. |
| 5 | AAM Brentview Dividend Growth ETF · BDIV cheaper diff. adviser | 15% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 6 | Innovator Equity Managed 100 Buffer ETF cheaper diff. adviser | 15% | 0.89% | Innovator Capital Management, LLC |
| 7 | Gotham 1000 Value ETF · GVLU cheaper diff. adviser | 15% | 0.50% | Tidal Investments LLC |
| 8 | WBI BullBear Yield 3000 ETF · WBIG cheaper diff. adviser | 14% | 1.59% | Millington Securities LLC |
| 9 | WPG Partners Small Cap Value Diversified Fund · WPGTX cheaper | 14% | 1.10% | Boston Partners Global Investors, Inc. |
| 10 | AAM Todd International Intrinsic Value ETF · TIIV cheaper diff. adviser | 14% | 0.54% | ADVISORS ASSET MANAGEMENT, INC. |
| 11 | Pacer Trendpilot US Mid Cap ETF · PTMC cheaper diff. adviser | 14% | 0.60% | Pacer Advisors, Inc. |
| 12 | AAM Transformers ETF · TRFM cheaper diff. adviser | 14% | 0.49% | ADVISORS ASSET MANAGEMENT, INC. |
| 13 | Motley Fool Small-Cap Growth ETF · TMFS cheaper diff. adviser | 14% | 0.85% | Motley Fool Asset Management |
| 14 | WBI BullBear Value 3000 ETF · WBIF cheaper diff. adviser | 14% | 1.65% | Millington Securities LLC |
| 15 | Defiance Connective Technologies ETF · UFOX cheaper diff. adviser | 14% | 0.30% | Defiance ETFs LLC |
| 16 | Pacer Lunt Large Cap Alternator ETF · ALTL cheaper diff. adviser | 13% | 0.60% | Pacer Advisors, Inc. |
| 17 | SGI Small Cap Core Fund · BOGIX cheaper diff. adviser | 13% | 1.23% | Summit Global Investment, LLC |
| 18 | ActivePassive International Equity ETF · APIE cheaper | 13% | 0.45% | — |
| 19 | Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF · SZNE cheaper diff. adviser | 13% | 0.60% | Pacer Advisors, Inc. |
| 20 | Innovator Nasdaq-100 Managed Floor ETF · QFLR cheaper diff. adviser | 13% | 0.89% | Innovator Capital Management, LLC |
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