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 | First Trust SMID Cap Rising Dividend Achievers ETF · SDVY | 30% | 0.58% | — |
| 2 | FT Vest SMID Rising Dividend Achievers Target Income ETF · SDVD | 29% | 0.85% | First Trust Advisors L.P. |
| 3 | First Trust SMID Growth Strength ETF · FSGS | 25% | 0.61% | First Trust Advisors L.P. |
| 4 | Boston Trust SMID Cap Fund · BTSMX diff. adviser | 24% | 0.75% | Boston Trust Walden Inc. |
| 5 | Boston Trust Walden SMID Cap Fund · WASMX diff. adviser | 23% | 1.00% | Boston Trust Walden Inc. |
| 6 | First Trust Horizon Managed Volatility Small/Mid ETF · HSMV | 21% | 0.80% | First Trust Advisors L.P. |
| 7 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF · OUSM diff. adviser | 21% | 0.48% | ALPS Advisors, Inc. |
| 8 | Boston Trust Midcap Fund · BTMFX diff. adviser | 20% | 0.98% | Boston Trust Walden Inc. |
| 9 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL diff. adviser | 20% | 0.40% | PROSHARE ADVISORS LLC |
| 10 | WisdomTree U.S. MidCap Quality Growth Fund · QMID diff. adviser | 20% | 0.38% | WisdomTree Asset Management, Inc. |
| 11 | Boston Trust Walden Midcap Fund · WAMFX diff. adviser | 19% | 1.00% | Boston Trust Walden Inc. |
| 12 | JOHNSON OPPORTUNITY FUND · JOPPX diff. adviser | 17% | 0.90% | Johnson Investment Counsel, Inc. |
| 13 | iShares MSCI USA Small-Cap Min Vol Factor ETF · SMMV diff. adviser | 17% | 0.20% | BlackRock Fund Advisors |
| 14 | Horizon Small/Mid Cap Core Equity ETF | 16% | 0.75% | — |
| 15 | Lord Abbett Value Opportunities Fund · LVOAX, LVOCX, LVOPX, LVOYX, LVOFX, LVOQX, LVORX, LVOSX, LVOTX, LVOVX, LVOOX diff. adviser | 16% | 0.84% | Lord, Abbett & Co. LLC |
| 16 | Invesco S&P MidCap Quality ETF · XMHQ diff. adviser | 16% | 0.25% | Invesco Capital Management LLC |
| 17 | Voya MI Dynamic SMID Cap Fund · VYMYX, VYMQX, VYMRX, VYMSX, VYMVX, VYMBX diff. adviser | 16% | 0.70% | Voya Investments, LLC |
| 18 | Horizon Multi-Factor Small/Mid Cap Fund · HSMIX, HSMNX, HSMBX diff. adviser | 15% | 0.97% | HORIZON INVESTMENTS LLC. |
| 19 | WisdomTree U.S. Midcap Dividend Fund · DON diff. adviser | 15% | 0.38% | WisdomTree Asset Management, Inc. |
| 20 | Invesco S&P MidCap Low Volatility ETF · XMLV diff. adviser | 15% | 0.25% | Invesco Capital Management LLC |
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