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 | Allspring Small Company Growth Portfolio diff. adviser | 14% | — | Allspring Funds Management, LLC |
| 2 | Nuveen Small Cap Select ETF · NSCS diff. adviser | 13% | 0.86% | Nuveen Fund Advisors, LLC |
| 3 | Victory THB US Small Opportunities Fund · THBVX, THBIX diff. adviser | 11% | 1.25% | Victory Capital Management Inc. |
| 4 | RBC Small Cap Core Fund · TEEAX, RCSIX, RBRCX diff. adviser | 11% | 0.83% | RBC Global Asset Management (US) Inc. |
| 5 | AST Small-Cap Value Portfolio | 11% | 1.01% | — |
| 6 | UBS U.S. SMALL CAP GROWTH FUND · BNSCX, BISCX diff. adviser | 10% | 0.15% | UBS Asset Management (Americas) LLC |
| 7 | FIIG US SMALL CAP EQUITY · IUSCX diff. adviser | 10% | 0.75% | Fisher Asset Management LLC |
| 8 | AlphaMark Actively Managed Small Cap ETF · SMCP | 10% | 0.90% | — |
| 9 | Small-Mid Cap Equity Fund · TSGUX | 10% | 0.60% | — |
| 10 | RBC Small Cap Value Fund · RSVIX, RRSVX, RBVAX diff. adviser | 9% | 0.81% | RBC Global Asset Management (US) Inc. |
| 11 | Victory RS Small Cap Growth Equity VIP Series diff. adviser | 8% | 0.88% | Victory Capital Management Inc. |
| 12 | VictoryShares US Small Cap Volatility Wtd ETF · CSA diff. adviser | 8% | 0.35% | Victory Capital Management Inc. |
| 13 | VictoryShares US Discovery Enhanced Volatility Wtd ETF · CSF diff. adviser | 8% | 0.41% | Victory Capital Management Inc. |
| 14 | RiverNorth Patriot ETF diff. adviser | 7% | 0.70% | TrueMark Investments, LLC |
| 15 | New Opportunities Fund · JISOX, JASOX, JWSOX, JBSOX, JHSOX, JSSOX, JUSOX | 7% | 0.84% | — |
| 16 | Allspring Discovery Small Cap Growth Fund · EGWAX, EGRYX, EGWDX, EGWCX, EGWRX diff. adviser | 7% | 0.80% | Allspring Funds Management, LLC |
| 17 | MassMutual Small Company Value Fund · MMYAX, MMYLX, MSVNX, MSVSX, MMVYX, MSVZX, MMVFX, MMNLX | 7% | 0.86% | — |
| 18 | Penn Capital Mid Cap Core Fund · PSMPX, PSMQX diff. adviser | 7% | 1.06% | Penn Capital Management Company, LLC |
| 19 | HSBC Radiant U.S. Smaller Companies Portfolio diff. adviser | 6% | — | HSBC Global Asset Management (USA) Inc. |
| 20 | Series Q (Small Cap Value Series) | 6% | 1.13% | — |
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