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 | Small Company Value Portfolio · DTSVX, WSMVX diff. adviser | 27% | 1.10% | Wilshire Advisors LLC |
| 2 | DIAMOND HILL SMALL-MID CAP FUND · DHMAX, DHMIX, DHMYX cheaper | 24% | 0.81% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 3 | ACUITAS US MICROCAP FUND · AFMCX diff. adviser | 17% | 1.50% | Acuitas Investments, LLC |
| 4 | Acuitas Small Cap Active ETF · AIMS cheaper | 17% | 0.75% | — |
| 5 | CAZ GP Stakes Fund | 15% | — | — |
| 6 | KraneShares European Carbon Allowance Strategy ETF · KEUA diff. adviser | 15% | 0.87% | Krane Funds Advisors, LLC |
| 7 | CAZ Strategic Opportunities Fund | 15% | — | — |
| 8 | Neuberger Berman Commodity Strategy ETF · NBCM cheaper diff. adviser | 15% | 0.65% | Neuberger Berman Investment Advisers LLC |
| 9 | Brigade High Income Fund · BHIMX, BHIIX cheaper diff. adviser | 15% | 0.53% | Brigade Capital Management, LP |
| 10 | KraneShares Global Carbon Strategy ETF · KRBN diff. adviser | 14% | 0.90% | Krane Funds Advisors, LLC |
| 11 | DIAMOND HILL MID CAP FUND · DHPAX, DHPIX, DHPYX cheaper | 14% | 0.67% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 12 | DIAMOND HILL INTERNATIONAL FUND · DHIYX, DHIAX, DHIIX cheaper | 13% | 0.74% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 13 | NAA RISK MANAGED REAL ESTATE FUND diff. adviser | 13% | 1.60% | New Age Alpha Advisors, LLC |
| 14 | BANKS ULTRASECTOR PROFUND · BKPIX, BKPSX diff. adviser | 13% | 1.69% | ProFund Advisors LLC |
| 15 | SMALL-CAP PROFUND · SLPIX, SLPSX diff. adviser | 12% | 1.78% | ProFund Advisors LLC |
| 16 | Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares · GUSH diff. adviser | 12% | 0.93% | RAFFERTY ASSET MANAGEMENT, LLC |
| 17 | PROFUND VP ULTRA SMALL CAP diff. adviser | 12% | 1.68% | ProFund Advisors LLC |
| 18 | ULTRA SMALL CAP PROFUND · UAPIX, UAPSX diff. adviser | 12% | 1.67% | ProFund Advisors LLC |
| 19 | PROFUND VP SMALL CAP diff. adviser | 12% | 1.68% | ProFund Advisors LLC |
| 20 | ProShares UltraPro MidCap400 · UMDD diff. adviser | 12% | 0.95% | PROSHARE ADVISORS LLC |
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