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 | U.S. SMALL CAP VALUE PORTFOLIO · DFSVX | 72% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
| 2 | Dimensional U.S. Targeted Value ETF · DFAT cheaper | 70% | 0.28% | DIMENSIONAL FUND ADVISORS LP |
| 3 | Small Cap Opportunities Trust · JADMX, JADLX, JADPX diff. adviser | 67% | 0.81% | John Hancock Variable Trust Advisers LLC |
| 4 | U.S. Targeted Value Portfolio · DFFVX cheaper | 60% | 0.00% | DIMENSIONAL FUND ADVISORS LP |
| 5 | Dimensional VA U.S. Targeted Value Portfolio cheaper | 60% | 0.29% | DIMENSIONAL FUND ADVISORS LP |
| 6 | Vericimetry U.S. Small Cap Value Fund · VYSVX | 56% | 0.61% | — |
| 7 | U.S. Sustainability Targeted Value Portfolio | 53% | 0.33% | DIMENSIONAL FUND ADVISORS LP |
| 8 | Acclivity Small Cap Value Fund · AXVNX, AXVIX diff. adviser | 48% | 0.48% | Innealta Capital, LLC |
| 9 | Dimensional U.S. Small Cap ETF · DFAS cheaper | 45% | 0.26% | DIMENSIONAL FUND ADVISORS LP |
| 10 | VANGUARD RUSSELL 2000 VALUE INDEX FUND · VTWV, VRTVX cheaper diff. adviser | 43% | 0.05% | The Vanguard Group, Inc. |
| 11 | Avantis U.S. Small Cap Value Fund · AVUVX, AVCNX cheaper | 41% | 0.00% | — |
| 12 | Avantis U.S. Small Cap Value ETF · AVUV cheaper | 40% | 0.25% | — |
| 13 | PD Small-Cap Value Index Portfolio cheaper diff. adviser | 39% | 0.28% | Pacific Life Fund Advisors LLC |
| 14 | Fidelity Small Cap Value Index Fund · FISVX cheaper diff. adviser | 38% | 0.05% | Fidelity Management & Research Company LLC |
| 15 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 38% | 0.25% | — |
| 16 | U.S. MICRO CAP PORTFOLIO · DFSCX | 38% | 0.41% | DIMENSIONAL FUND ADVISORS LP |
| 17 | U.S. SMALL CAP PORTFOLIO · DFSTX cheaper | 38% | 0.27% | DIMENSIONAL FUND ADVISORS LP |
| 18 | iShares Russell 2000 Value ETF · IWN cheaper diff. adviser | 38% | 0.24% | BlackRock Fund Advisors |
| 19 | Avantis U.S. Small Cap Equity Fund · AVSBX, AVSCX cheaper | 37% | 0.00% | — |
| 20 | iShares Morningstar Small-Cap Value ETF · ISCV cheaper diff. adviser | 37% | 0.06% | BlackRock Fund Advisors |
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