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 | WisdomTree U.S. SmallCap Dividend Fund · DES diff. adviser | 25% | 0.38% | WisdomTree Asset Management, Inc. |
| 2 | ProShares Russell 2000 Dividend Growers ETF · SMDV diff. adviser | 24% | 0.40% | PROSHARE ADVISORS LLC |
| 3 | VictoryShares Hedged Equity Income ETF · HEJD | 22% | 0.55% | Victory Capital Management Inc. |
| 4 | Timothy Plan US Small Cap Core ETF · TPSC diff. adviser | 20% | 0.52% | Timothy Partners Ltd. |
| 5 | First Trust Mid Cap Value AlphaDEX Fund · FNK diff. adviser | 20% | 0.74% | First Trust Advisors L.P. |
| 6 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund · DGRS diff. adviser | 18% | 0.38% | WisdomTree Asset Management, Inc. |
| 7 | VictoryShares US Small Mid Cap Value Momentum ETF · USVM cheaper | 17% | 0.29% | Victory Capital Management Inc. |
| 8 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL diff. adviser | 17% | 0.40% | PROSHARE ADVISORS LLC |
| 9 | First Trust Horizon Managed Volatility Small/Mid ETF · HSMV diff. adviser | 17% | 0.80% | First Trust Advisors L.P. |
| 10 | JPMorgan Active Small Cap Value ETF · JPSV diff. adviser | 17% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 11 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF · OUSM diff. adviser | 16% | 0.48% | ALPS Advisors, Inc. |
| 12 | NAA SMALL CAP VALUE SERIES diff. adviser | 16% | 1.17% | New Age Alpha Advisors, LLC |
| 13 | Victory Market Neutral Income Fund · CBHAX, CBHCX, CBHIX, CBHMX | 16% | 0.41% | Victory Capital Management Inc. |
| 14 | John Hancock Multifactor Small Cap ETF · JHSC diff. adviser | 16% | 0.42% | John Hancock Investment Management LLC |
| 15 | State Street(R) SPDR(R) S&P(R) Bank ETF · KBE diff. adviser | 16% | 0.35% | SSGA Funds Management, Inc. |
| 16 | SMALL-CAP VALUE PROFUND · SVPIX, SVPSX diff. adviser | 16% | 1.78% | ProFund Advisors LLC |
| 17 | PROFUND VP BANKS diff. adviser | 15% | 1.68% | ProFund Advisors LLC |
| 18 | Avantis U.S. Small Cap Value ETF · AVUV cheaper | 15% | 0.25% | — |
| 19 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND · VIOV, VSMVX cheaper diff. adviser | 15% | 0.03% | The Vanguard Group, Inc. |
| 20 | PROFUND VP SMALLCAP VALUE diff. adviser | 15% | 1.68% | ProFund Advisors LLC |
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