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 | Multi-Manager U.S. Small Cap Equity Fund · MMSMX cheaper diff. adviser | 24% | 0.80% | Goldman Sachs Asset Management, L.P. |
| 2 | AAM Sawgrass U.S. Small Cap Quality Growth ETF · SAWS cheaper diff. adviser | 22% | 0.55% | ADVISORS ASSET MANAGEMENT, INC. |
| 3 | Boston Partners Long/Short Equity Fund · BPLSX, BPLEX | 21% | 1.76% | Boston Partners Global Investors, Inc. |
| 4 | Innovator U.S. Small Cap Managed Floor ETF cheaper diff. adviser | 20% | 0.89% | Innovator Capital Management, LLC |
| 5 | SGI Small Cap Core Fund · BOGIX diff. adviser | 20% | 1.23% | Summit Global Investment, LLC |
| 6 | WPG Partners Small Cap Value Diversified Fund · WPGTX | 19% | 1.10% | Boston Partners Global Investors, Inc. |
| 7 | Pacer US Small Cap Cash Cows Growth Leaders ETF · CAFG cheaper diff. adviser | 19% | 0.59% | Pacer Advisors, Inc. |
| 8 | AST Small-Cap Equity Portfolio cheaper diff. adviser | 18% | 0.97% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 9 | Gotham 1000 Value ETF · GVLU cheaper diff. adviser | 18% | 0.50% | Tidal Investments LLC |
| 10 | WisdomTree U.S. SmallCap Quality Growth Fund · QSML cheaper diff. adviser | 18% | 0.38% | WisdomTree Asset Management, Inc. |
| 11 | Pacer Trendpilot US Mid Cap ETF · PTMC cheaper diff. adviser | 18% | 0.60% | Pacer Advisors, Inc. |
| 12 | Timothy Plan US Small Cap Core ETF · TPSC cheaper diff. adviser | 17% | 0.52% | Timothy Partners Ltd. |
| 13 | Pacer Lunt Midcap Multi-Factor Alternator ETF · PAMC cheaper diff. adviser | 17% | 0.60% | Pacer Advisors, Inc. |
| 14 | John Hancock Multifactor Small Cap ETF · JHSC cheaper diff. adviser | 16% | 0.42% | John Hancock Investment Management LLC |
| 15 | Applied Finance Explorer Fund · AFDVX, AFDZX cheaper diff. adviser | 16% | 0.83% | Applied Finance Advisors, LLC |
| 16 | JNL Multi-Manager Small Cap Value Fund cheaper diff. adviser | 16% | 0.79% | Jackson National Asset Management, LLC |
| 17 | First Trust Active Factor Small Cap ETF · AFSM cheaper diff. adviser | 16% | 0.75% | First Trust Advisors L.P. |
| 18 | Embark Small Cap Equity Fund · ESCQX, ESCWX cheaper diff. adviser | 16% | 0.61% | Harbor Capital Advisors, Inc. |
| 19 | Franklin U.S. Small Cap Multifactor Index ETF · FLQS cheaper diff. adviser | 16% | 0.35% | Franklin Advisory Services, LLC |
| 20 | Fidelity Series Small Cap Opportunities Fund · FSOPX cheaper diff. adviser | 16% | 0.00% | Fidelity Management & Research Company LLC |
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