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 | TRIBUTARY SMALL COMPANY FUND · FOSCX, FOSBX cheaper diff. adviser | 17% | 0.95% | Tributary Capital Management, LLC |
| 2 | Janus Henderson Small Cap Value Fund · JSIVX, JSCVX, JDSAX, JCSCX, JSCOX, JDSRX, JISCX, JNPSX, JDSNX cheaper diff. adviser | 15% | 0.98% | Janus Henderson Investors US LLC |
| 3 | Touchstone Funds Group Trust-Touchstone Small Cap Value Fund · TVOAX, TVOCX, TVOYX, TVOIX cheaper | 12% | 0.95% | — |
| 4 | ProShares Russell 2000 Dividend Growers ETF · SMDV cheaper diff. adviser | 12% | 0.40% | PROSHARE ADVISORS LLC |
| 5 | Allspring Special Global Small Cap Fund · EKGAX, EKGCX, EKGYX, EKGIX cheaper diff. adviser | 12% | 1.10% | Allspring Funds Management, LLC |
| 6 | OIL & GAS EQUIPMENT & SERVICES ULTRASECTOR PROFUND · OEPIX, OEPSX diff. adviser | 11% | 1.74% | ProFund Advisors LLC |
| 7 | Virtus NFJ Small-Cap Value Fund · PCVAX, PCVCX, PSVIX, ANFVX cheaper diff. adviser | 11% | 0.77% | Virtus Investment Advisers, LLC |
| 8 | JPMorgan Active Small Cap Value ETF · JPSV cheaper diff. adviser | 11% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 9 | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF · SMLV cheaper diff. adviser | 11% | 0.12% | SSGA Funds Management, Inc. |
| 10 | Brandes Small Cap Value Fund · BSCAX, BSCRX, BSCMX cheaper diff. adviser | 11% | 0.73% | Brandes Investment Partners, L.P. |
| 11 | Hunter Small Cap Value Fund · HSCVX cheaper diff. adviser | 11% | 0.91% | Hunter Perkins Capital Management, LLC dba Hunter Capital Management |
| 12 | MetLife Small Company Equity Fund · MSVIX, MSVVX cheaper diff. adviser | 10% | 0.99% | METLIFE INVESTMENT MANAGEMENT, LLC |
| 13 | ProShares Ultra SmallCap600 · SAA cheaper diff. adviser | 9% | 0.95% | PROSHARE ADVISORS LLC |
| 14 | WESTWOOD QUALITY SMALLCAP FUND · WHGAX, WHGSX, WWSYX, WHGCX cheaper diff. adviser | 9% | 0.79% | Westwood Management Corp. |
| 15 | Invesco S&P SmallCap Industrials ETF · PSCI cheaper diff. adviser | 9% | 0.29% | Invesco Capital Management LLC |
| 16 | Brandes U.S. Small-Mid Cap Value ETF · BSMC cheaper diff. adviser | 9% | 0.71% | Brandes Investment Partners, L.P. |
| 17 | Invesco S&P SmallCap Low Volatility ETF · XSLV cheaper diff. adviser | 9% | 0.25% | Invesco Capital Management LLC |
| 18 | VY(R) COLUMBIA SMALL CAP VALUE II PORTFOLIO · ICSAX, ICISX, ICSSX, ICVPX, VYRDX cheaper diff. adviser | 9% | 0.86% | Voya Investments, LLC |
| 19 | Small-Cap Value Series · LRSCX, LSRCX, LRSPX, LRSYX, LRSFX, LRSQX, LRSRX, LRSSX, LRSTX, LRSVX, LRSOX cheaper diff. adviser | 9% | 0.89% | Lord, Abbett & Co. LLC |
| 20 | Small Cap Special Values Fund · VSSVX cheaper diff. adviser | 9% | 1.01% | The Variable Annuity Life Insurance Company |
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