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 Active Factor Mid Cap ETF · AFMC | 21% | 0.68% | First Trust Advisors L.P. |
| 2 | Victory Mid-Cap Core Growth Fund · MGOAX, MGOTX, MMSRX, MGOSX, MGOYX | 19% | 0.88% | Victory Capital Management Inc. |
| 3 | Horizon Multi-Factor Small/Mid Cap Fund · HSMIX, HSMNX, HSMBX | 19% | 0.97% | HORIZON INVESTMENTS LLC. |
| 4 | PIMCO RAE US Small Fund · PMJIX, PMJPX, PMJAX cheaper | 18% | 0.50% | Pacific Investment Management Company LLC |
| 5 | FT Vest SMID Rising Dividend Achievers Target Income ETF · SDVD | 18% | 0.85% | First Trust Advisors L.P. |
| 6 | LSV Small Cap Value Fund · LSVQX, LVAQX | 17% | 0.83% | LSV Asset Management |
| 7 | Horizon Small/Mid Cap Core Equity ETF | 17% | 0.75% | — |
| 8 | First Trust SMID Cap Rising Dividend Achievers ETF · SDVY cheaper | 17% | 0.58% | — |
| 9 | FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND · FTHMX | 17% | 0.73% | — |
| 10 | U.S. Small Cap Growth Portfolio cheaper | 17% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
| 11 | Applied Finance Explorer Fund · AFDVX, AFDZX | 17% | 0.83% | Applied Finance Advisors, LLC |
| 12 | MidCap Stock Portfolio | 16% | 0.80% | BNY Mellon Investment Adviser, Inc. |
| 13 | Fidelity Small-Mid Multifactor ETF · FSMD cheaper | 16% | 0.15% | Fidelity Management & Research Company LLC |
| 14 | First Trust RBA American Industrial Renaissance ETF · AIRR | 16% | 0.69% | — |
| 15 | WisdomTree U.S. MidCap Fund · EZM cheaper | 16% | 0.38% | WisdomTree Asset Management, Inc. |
| 16 | VANGUARD STRATEGIC EQUITY FUND · VSEQX cheaper | 15% | 0.17% | The Vanguard Group, Inc. |
| 17 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND · VSTCX cheaper | 15% | 0.21% | The Vanguard Group, Inc. |
| 18 | Invesco S&P MidCap Quality ETF · XMHQ cheaper | 15% | 0.25% | Invesco Capital Management LLC |
| 19 | WisdomTree U.S. MidCap Quality Growth Fund · QMID cheaper | 15% | 0.38% | WisdomTree Asset Management, Inc. |
| 20 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF · OUSM cheaper | 14% | 0.48% | ALPS Advisors, Inc. |
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