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 | Variable Portfolio - Partners Small Cap Value Fund cheaper diff. adviser | 16% | 0.84% | Columbia Management Investment Advisers, LLC |
| 2 | SBH SMALL CAP VALUE FUND · SBHVX, SBRVX cheaper diff. adviser | 16% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 3 | Kennedy Capital Small Cap Value Fund · KSVLX, KVALX cheaper diff. adviser | 15% | 0.89% | Kennedy Capital Management LLC |
| 4 | Nuveen Small Cap Value Opportunities Fund · NSCAX, NSCCX, NSCRX, NSCFX cheaper diff. adviser | 15% | 0.81% | Nuveen Fund Advisors, LLC |
| 5 | Victory Integrity Small-Cap Value Fund · VSCVX, MCVSX, MRVSX, MVSSX, VSVIX cheaper diff. adviser | 14% | 0.96% | Victory Capital Management Inc. |
| 6 | GMO U.S. Small Cap Value Fund · GCAVX cheaper diff. adviser | 14% | 0.48% | Grantham Mayo van Otterloo & Co LLC |
| 7 | Cambria Value and Momentum ETF · VAMO cheaper diff. adviser | 13% | 0.65% | Cambria Investment Management, L.P. |
| 8 | Small-Cap Value Fund · BRSVX cheaper diff. adviser | 13% | 0.90% | Bridgeway Capital Management, LLC |
| 9 | William Blair Small Cap Value Fund · WBVNX, ICSCX, WBVRX cheaper diff. adviser | 12% | 0.79% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 10 | Cambria Micro and SmallCap Shareholder Yield ETF · MYLD diff. adviser | 12% | 1.09% | Cambria Investment Management, L.P. |
| 11 | LSV Small Cap Value Fund · LSVQX, LVAQX cheaper diff. adviser | 12% | 0.83% | LSV Asset Management |
| 12 | Avantis U.S. Small Cap Value ETF · AVUV cheaper | 12% | 0.25% | — |
| 13 | Avantis U.S. Small Cap Value Fund · AVUVX, AVCNX cheaper | 12% | 0.00% | — |
| 14 | Victory Small Cap Stock Fund · USCAX, UISCX cheaper diff. adviser | 12% | 0.93% | Victory Capital Management Inc. |
| 15 | Applied Finance Explorer Fund · AFDVX, AFDZX cheaper diff. adviser | 12% | 0.83% | Applied Finance Advisors, LLC |
| 16 | VY(R) COLUMBIA SMALL CAP VALUE II PORTFOLIO · ICSAX, ICISX, ICSSX, ICVPX, VYRDX cheaper diff. adviser | 11% | 0.86% | Voya Investments, LLC |
| 17 | PGIM Quant Solutions Small-Cap Value Fund · TASVX, TSVRX, TSVAX, TSVQX, TRACX, PSVDX, PSVKX cheaper diff. adviser | 11% | 0.68% | PGIM INVESTMENTS LLC |
| 18 | Small Company Fund · ASQIX, ASQAX, ASCQX, ASCRX, ASQCX, ASQGX cheaper diff. adviser | 11% | 0.65% | American Century Investment Management, Inc. |
| 19 | Columbia Small Cap Value and Inflection Fund · COVAX, CCTRX, NSVAX, CRRRX, CRRYX, NSVBX cheaper diff. adviser | 11% | 0.77% | Columbia Management Investment Advisers, LLC |
| 20 | Victory Integrity Small/Mid-Cap Value Fund · MAISX, MYISX, MIRSX, MMMSX cheaper diff. adviser | 11% | 0.83% | Victory Capital Management Inc. |
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