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 | VictoryShares US Small Cap Volatility Wtd ETF · CSA cheaper | 99% | 0.35% | Victory Capital Management Inc. |
| 2 | AST Small-Cap Value Portfolio | 32% | 1.01% | — |
| 3 | CornerCap Small-Cap Value Fund · CSCVX, CSCJX diff. adviser | 22% | 0.95% | CornerCap Fundametrics Large-Cap ETF |
| 4 | Lazard US Systematic Small Cap Equity Portfolio · LUSIX, LUSOX, RUSRX diff. adviser | 21% | 0.99% | Lazard Asset Management LLC |
| 5 | Small-Mid Cap Equity Fund · TSGUX | 20% | 0.60% | — |
| 6 | Timothy Plan Market Neutral ETF · TPMN diff. adviser | 14% | 0.65% | Timothy Partners Ltd. |
| 7 | MassMutual Small Company Value Fund · MMYAX, MMYLX, MSVNX, MSVSX, MMVYX, MSVZX, MMVFX, MMNLX | 14% | 0.86% | — |
| 8 | Series X (StylePlus-Small Growth Series) | 13% | 1.31% | — |
| 9 | AlphaMark Actively Managed Small Cap ETF · SMCP | 12% | 0.90% | — |
| 10 | MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund · MMBUX cheaper | 11% | 0.00% | — |
| 11 | MassMutual Small Cap Value Equity Fund | 11% | 1.10% | — |
| 12 | Small Cap Value Fund | 10% | 0.97% | — |
| 13 | Victory THB US Small Opportunities Fund · THBVX, THBIX | 10% | 1.25% | Victory Capital Management Inc. |
| 14 | Guggenheim Alpha Opportunity Fund · SAOAX, SAOCX, SAOIX, SAOSX | 9% | 1.49% | — |
| 15 | Victory RS Small Cap Growth Equity VIP Series | 9% | 0.88% | Victory Capital Management Inc. |
| 16 | TEXAS CAPITAL TEXAS SMALL CAP EQUITY INDEX ETF diff. adviser | 9% | 0.49% | Texas Capital Bank Private Wealth Advisors |
| 17 | SA Multi-Managed Growth Portfolio diff. adviser | 8% | 1.08% | SunAmerica Asset Management, LLC |
| 18 | Dynamic Value Portfolio · MAADX, MAAUX, MAAOX, MAAQX | 8% | 0.50% | — |
| 19 | Series Q (Small Cap Value Series) | 8% | 1.13% | — |
| 20 | FOUNDRY PARTNERS SMALL CAP VALUE FUND diff. adviser | 8% | 1.05% | Foundry Partners, LLC |
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