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 | CONESTOGA SMALL CAP FUND · CCASX, CCALX cheaper diff. adviser | 21% | 0.90% | Conestoga Capital Advisors, LLC |
| 2 | Wasatch Core Growth Fund · WGROX, WIGRX diff. adviser | 20% | 1.05% | Wasatch Advisors LP |
| 3 | Deepwater Beachfront Small Cap ETF · DBSC cheaper | 20% | 0.85% | — |
| 4 | Congress SMid Growth ETF · CSMD cheaper | 20% | 0.68% | Congress Asset Management Company |
| 5 | Nationwide WCM Focused Small Cap Fund · NWGPX, NWGQX, NWKEX, NWGSX cheaper diff. adviser | 19% | 0.75% | Nationwide Fund Advisors |
| 6 | abrdn Focused U.S. Small Cap Active ETF cheaper diff. adviser | 18% | 0.65% | abrdn Inc. |
| 7 | THRIVENT SMALL CAP GROWTH FUND · TSCGX cheaper diff. adviser | 18% | 0.95% | Thrivent Asset Management, LLC |
| 8 | MOA SMALL CAP GROWTH FUND cheaper diff. adviser | 17% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 9 | abrdn U.S. Small Cap Equity Fund · GSXAX, GSXCX, GNSRX, GSCIX, GSXIX cheaper diff. adviser | 17% | 0.95% | abrdn Inc. |
| 10 | Invesco S&P SmallCap Momentum ETF · XSMO cheaper diff. adviser | 17% | 0.36% | Invesco Capital Management LLC |
| 11 | Buffalo Small Cap Growth Fund · BUFSX, BUISX cheaper diff. adviser | 17% | 0.87% | Kornitzer Capital Management, Inc. |
| 12 | THRIVENT SMALL CAP GROWTH PORTFOLIO cheaper diff. adviser | 16% | 0.94% | Thrivent Financial for Lutherans |
| 13 | Argent Focused Small Cap ETF · ALIL cheaper diff. adviser | 16% | 0.74% | Empowered Funds, LLC d/b/a EA Advisers |
| 14 | Transamerica Small Cap Growth · ASGTX, CSGTX, ISCGX, TSPIX, TSPRX, TSPFX, TSPTX, RTSGX cheaper diff. adviser | 16% | 1.00% | Transamerica Asset Management, Inc. |
| 15 | Small-Company Stock Fund · HSCSX diff. adviser | 15% | 1.14% | Homestead Advisers Corp. |
| 16 | Hartford Schroders US Small Cap Opportunities Fund · SCUVX, HOOCX, SCUIX, HOORX, HOOSX, HOOTX, HOOYX, SCURX, HOOFX cheaper diff. adviser | 15% | 0.95% | Hartford Funds Management Company, LLC |
| 17 | Champlain Small Company Fund · CIPSX, CIPNX cheaper diff. adviser | 15% | 0.99% | Champlain Investment Partners, LLC |
| 18 | Goldman Sachs Small Cap Growth Fund · GSBDX, GSBAX, GSAJX, GSAHX, GSBEX, GSADX cheaper diff. adviser | 15% | 0.90% | Goldman Sachs Asset Management, L.P. |
| 19 | AMG GW&K Small Cap Growth Fund · MCGFX, MCGIX, GWSZX cheaper diff. adviser | 15% | 0.67% | AMG Funds LLC |
| 20 | GRANDEUR PEAK US STALWARTS FUND · GUSYX cheaper diff. adviser | 15% | 0.90% | Grandeur Peak Global Advisors, LLC |
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