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 | Simplify Piper Sandler US Small-Cap PLUS Income ETF diff. adviser | 17% | 0.91% | Simplify Asset Management Inc. |
| 2 | Victory Integrity Discovery Fund · MMEAX, MMECX, MMERX, MMEYX, MMMMX diff. adviser | 14% | 1.41% | Victory Capital Management Inc. |
| 3 | Hartford Multifactor Small Cap ETF · ROSC cheaper diff. adviser | 12% | 0.34% | Lattice Strategies LLC |
| 4 | PGIM Quant Solutions Small-Cap Value Fund · TASVX, TSVRX, TSVAX, TSVQX, TRACX, PSVDX, PSVKX diff. adviser | 12% | 0.68% | PGIM INVESTMENTS LLC |
| 5 | Omni Small-Cap Value Fund · BOSVX cheaper diff. adviser | 12% | 0.47% | Bridgeway Capital Management, LLC |
| 6 | Regional Bank Fund · FRBAX, FRBCX, JRBFX, JRGRX diff. adviser | 12% | 0.84% | John Hancock Investment Management LLC |
| 7 | Acquirers Small and Micro Deep Value ETF · DEEP diff. adviser | 12% | 0.80% | Exchange Traded Concepts, LLC |
| 8 | iShares US Small Cap Value Factor ETF · SVAL cheaper diff. adviser | 11% | 0.20% | BlackRock Fund Advisors |
| 9 | John Hancock Financial Opportunities Fund | 11% | — | — |
| 10 | Royce Quant Small-Cap Quality Value ETF · SQLV diff. adviser | 11% | 0.60% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | Nationwide Bailard Cognitive Value Fund · NWHDX, NWHEX, NWHFX, NWHGX, NWHHX diff. adviser | 11% | 0.73% | Nationwide Fund Advisors |
| 12 | AQR Small Cap Multi-Style Fund · QSMLX, QSMNX, QSERX diff. adviser | 10% | 0.80% | AQR Capital Management, LLc |
| 13 | EA Bridgeway Omni Small-Cap Value ETF · BSVO cheaper diff. adviser | 10% | 0.45% | Empowered Funds, LLC d/b/a EA Advisers |
| 14 | Sterling Capital Behavioral Small Cap Value Fund · SPSCX, SPSAX, SPSDX, STRBX diff. adviser | 10% | 0.78% | Sterling Capital Management LLC |
| 15 | First Trust NASDAQ ABA Community Bank Index Fund · QABA | 10% | 0.60% | First Trust Advisors L.P. |
| 16 | iShares Micro-Cap ETF · IWC diff. adviser | 10% | 0.60% | BlackRock Fund Advisors |
| 17 | Zacks Small-Cap Core Fund diff. adviser | 10% | 1.15% | Zacks Investment Management, Inc. |
| 18 | Acuitas Small Cap Active ETF · AIMS | 9% | 0.75% | — |
| 19 | ACUITAS US MICROCAP FUND · AFMCX diff. adviser | 9% | 1.50% | Acuitas Investments, LLC |
| 20 | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF · SMLV cheaper diff. adviser | 9% | 0.12% | SSGA Funds Management, Inc. |
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