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 | Ultra-Small Company Fund · BRUSX | 34% | 1.21% | Bridgeway Capital Management, LLC |
| 2 | iShares Micro-Cap ETF · IWC cheaper diff. adviser | 14% | 0.60% | BlackRock Fund Advisors |
| 3 | ACUITAS US MICROCAP FUND · AFMCX diff. adviser | 10% | 1.50% | Acuitas Investments, LLC |
| 4 | Invesco NASDAQ Future Gen 200 ETF · QQQS cheaper diff. adviser | 10% | 0.20% | Invesco Capital Management LLC |
| 5 | NVIT Multi-Manager Small Cap Value Fund diff. adviser | 9% | 1.06% | Nationwide Fund Advisors |
| 6 | Nationwide Bailard Cognitive Value Fund · NWHDX, NWHEX, NWHFX, NWHGX, NWHHX cheaper diff. adviser | 9% | 0.73% | Nationwide Fund Advisors |
| 7 | TETON Westwood Mighty Mites Fund · WMMAX, WEMMX, WMMCX, WEIMX diff. adviser | 9% | 1.28% | Teton Advisors, LLC |
| 8 | Omni Small-Cap Value Fund · BOSVX cheaper | 8% | 0.47% | Bridgeway Capital Management, LLC |
| 9 | AdvisorShares Restaurant ETF · EATZ diff. adviser | 8% | 1.00% | AdvisorShares Investments, LLC |
| 10 | 1290 VT Micro Cap Portfolio diff. adviser | 8% | 0.90% | Equitable Investment Management Group, LLC |
| 11 | AdvisorShares STAR Global Buy-Write ETF · VEGA diff. adviser | 8% | 1.25% | AdvisorShares Investments, LLC |
| 12 | AdvisorShares Vice ETF · VICE diff. adviser | 8% | 0.99% | AdvisorShares Investments, LLC |
| 13 | AdvisorShares Dorsey Wright FSM All Cap World ETF · DWAW diff. adviser | 8% | 1.23% | AdvisorShares Investments, LLC |
| 14 | AdvisorShares Q Dynamic Growth ETF · QPX diff. adviser | 8% | 1.74% | AdvisorShares Investments, LLC |
| 15 | WisdomTree Bianco Total Return Fund · WTBN cheaper diff. adviser | 8% | 0.60% | WisdomTree Asset Management, Inc. |
| 16 | Adara Smaller Companies Fund diff. adviser | 8% | 0.80% | Altair Advisers LLC |
| 17 | Columbia Variable Portfolio - Small Cap Value Fund diff. adviser | 8% | 0.88% | Columbia Management Investment Advisers, LLC |
| 18 | Columbia Small Cap Value Discovery Fund · CSMIX, CSSCX, CSCZX, CSVYX, CSVRX, CUURX, CSCQX diff. adviser | 8% | 0.81% | Columbia Management Investment Advisers, LLC |
| 19 | AdvisorShares Psychedelics ETF · PSIL diff. adviser | 8% | 1.00% | AdvisorShares Investments, LLC |
| 20 | First Trust Dow Jones Select MicroCap Index Fund · FDM cheaper diff. adviser | 8% | 0.60% | First Trust Advisors L.P. |
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