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 | Cambria Shareholder Yield ETF · SYLD cheaper diff. adviser | 24% | 0.59% | Cambria Investment Management, L.P. |
| 2 | Alpha Architect U.S. Quantitative Value ETF · QVAL cheaper | 24% | 0.28% | — |
| 3 | Cambria LargeCap Shareholder Yield ETF · LYLD cheaper diff. adviser | 24% | 0.59% | Cambria Investment Management, L.P. |
| 4 | Cambria Value and Momentum ETF · VAMO cheaper diff. adviser | 20% | 0.65% | Cambria Investment Management, L.P. |
| 5 | Global X U.S. Cash Flow Kings 100 ETF · FLOW cheaper diff. adviser | 17% | 0.25% | Global X Management Company LLC |
| 6 | Distillate Small/Mid Cash Flow ETF · DSMC cheaper | 17% | 0.55% | — |
| 7 | Royce Capital Fund - Small-Cap Portfolio · RCPFX, RCSSX diff. adviser | 17% | 1.14% | Royce Investment Partners |
| 8 | Royce Small-Cap Value Fund · RYVFX, RVVHX diff. adviser | 16% | 1.24% | Royce Investment Partners |
| 9 | Harbor Mid Cap Value Fund · HAMVX, HRMVX, HIMVX, HNMVX cheaper diff. adviser | 16% | 0.77% | Harbor Capital Advisors, Inc. |
| 10 | Pacer US Small Cap Cash Cows 100 ETF · CALF cheaper diff. adviser | 15% | 0.59% | Pacer Advisors, Inc. |
| 11 | ETC 6 Meridian Small Cap Equity ETF · SIXS cheaper diff. adviser | 15% | 0.50% | Exchange Traded Concepts, LLC |
| 12 | GMO U.S. Small Cap Value Fund · GCAVX cheaper diff. adviser | 15% | 0.48% | Grantham Mayo van Otterloo & Co LLC |
| 13 | First Trust Bloomberg Inflation Sensitive Equity ETF · FTIF cheaper diff. adviser | 14% | 0.60% | First Trust Advisors L.P. |
| 14 | Bushido Capital US SMID Cap Equity ETF · RNIN cheaper | 14% | 0.68% | — |
| 15 | AAM S&P 500 High Dividend Value ETF · SPDV cheaper diff. adviser | 14% | 0.29% | ADVISORS ASSET MANAGEMENT, INC. |
| 16 | LSV Value Equity Fund · LSVEX, LVAEX cheaper diff. adviser | 14% | 0.67% | LSV Asset Management |
| 17 | DWS CROCI(R) U.S. VIP cheaper diff. adviser | 14% | 0.70% | DWS Investment Management Americas, Inc. |
| 18 | DWS CROCI(R) U.S. Fund · DCUAX, DCUCX, DCUIX, DCUSX cheaper diff. adviser | 14% | 0.63% | DWS Investment Management Americas, Inc. |
| 19 | The Acquirers Fund · ZIG cheaper diff. adviser | 14% | 0.75% | Acquirers Funds, LLC |
| 20 | Harbor AlphaEdge Large Cap Value ETF · VLLU cheaper diff. adviser | 13% | 0.25% | Harbor Capital Advisors, Inc. |
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