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 | 38% | 0.38% | WisdomTree Asset Management, Inc. |
| 2 | Franklin U.S. Small Cap Multifactor Index ETF · FLQS cheaper diff. adviser | 22% | 0.35% | Franklin Advisory Services, LLC |
| 3 | WisdomTree U.S. SmallCap Fund · EES | 22% | 0.38% | WisdomTree Asset Management, Inc. |
| 4 | Hartford Multifactor Small Cap ETF · ROSC cheaper diff. adviser | 21% | 0.34% | Lattice Strategies LLC |
| 5 | Avantis U.S. Small Cap Equity Fund · AVSBX, AVSCX cheaper | 20% | 0.00% | — |
| 6 | WisdomTree U.S. SmallCap Quality Growth Fund · QSML | 19% | 0.38% | WisdomTree Asset Management, Inc. |
| 7 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 19% | 0.25% | — |
| 8 | Avantis U.S. Small Cap Value ETF · AVUV cheaper | 19% | 0.25% | — |
| 9 | Timothy Plan US Small Cap Core ETF · TPSC diff. adviser | 19% | 0.52% | Timothy Partners Ltd. |
| 10 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND · VIOV, VSMVX cheaper diff. adviser | 18% | 0.03% | The Vanguard Group, Inc. |
| 11 | VictoryShares US Small Cap High Div Volatility Wtd ETF · CSB cheaper diff. adviser | 18% | 0.35% | Victory Capital Management Inc. |
| 12 | First Trust Small Cap Core AlphaDEX Fund · FYX diff. adviser | 18% | 0.58% | First Trust Advisors L.P. |
| 13 | PROFUND VP SMALLCAP VALUE diff. adviser | 18% | 1.68% | ProFund Advisors LLC |
| 14 | Harbor AlphaEdge Small Cap Earners ETF · EBIT cheaper diff. adviser | 17% | 0.29% | Harbor Capital Advisors, Inc. |
| 15 | SMALL-CAP VALUE PROFUND · SVPIX, SVPSX diff. adviser | 17% | 1.78% | ProFund Advisors LLC |
| 16 | iShares S&P Small-Cap 600 Value ETF · IJS cheaper diff. adviser | 17% | 0.18% | BlackRock Fund Advisors |
| 17 | First Trust Small Cap Value AlphaDEX Fund · FYT diff. adviser | 17% | 0.70% | First Trust Advisors L.P. |
| 18 | State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF · ESIX cheaper diff. adviser | 17% | 0.12% | SSGA Funds Management, Inc. |
| 19 | Small-Cap Value Portfolio diff. adviser | 17% | 0.63% | Pacific Life Fund Advisors LLC |
| 20 | Royce Quant Small-Cap Quality Value ETF · SQLV diff. adviser | 17% | 0.60% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.