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 | Oberweis Micro-Cap Fund · OBMCX, OMCIX cheaper | 13% | 1.22% | Oberweis Asset Management, Inc. |
| 2 | Rice Hall James Micro Cap Portfolio · RHJSX | 12% | 1.25% | RICE HALL JAMES |
| 3 | Royce Micro-Cap Fund · RYOTX, RYMCX, RMCFX cheaper | 9% | 1.23% | Royce Investment Partners |
| 4 | ROYCE MICRO-CAP TRUST, INC. | 9% | — | — |
| 5 | Royce Capital Fund - Micro-Cap Portfolio · RCMCX, RCMSX cheaper | 9% | 1.18% | Royce Investment Partners |
| 6 | Victory Integrity Discovery Fund · MMEAX, MMECX, MMERX, MMEYX, MMMMX | 9% | 1.41% | Victory Capital Management Inc. |
| 7 | Driehaus Micro Cap Growth Fund · DMCRX | 8% | 1.37% | Driehaus Capital Management LLC |
| 8 | Heartland Value Fund · HRTVX, HNTVX cheaper | 8% | 0.91% | Heartland Advisors |
| 9 | Golden Eagle Dynamic Hypergrowth ETF · HYP cheaper | 8% | 0.85% | Golden Eagle Strategies, LLC |
| 10 | ACUITAS US MICROCAP FUND · AFMCX | 7% | 1.50% | Acuitas Investments, LLC |
| 11 | TETON Westwood Mighty Mites Fund · WMMAX, WEMMX, WMMCX, WEIMX | 7% | 1.28% | Teton Advisors, LLC |
| 12 | Perritt MicroCap Opportunities Fund · PRCGX | 7% | 1.73% | Perritt Capital Management, Inc. |
| 13 | Zacks Small-Cap Core Fund cheaper | 7% | 1.15% | Zacks Investment Management, Inc. |
| 14 | Acquirers Small and Micro Deep Value ETF · DEEP cheaper | 6% | 0.80% | Exchange Traded Concepts, LLC |
| 15 | Ancora/Thelen Small-Mid Cap Fund · AATIX, AATSX cheaper | 6% | 1.01% | Ancora Advisors LLC |
| 16 | LISANTI SMALL CAP GROWTH FUND · ASCGX | 6% | 2.48% | Lisanti Capital Growth, LLC |
| 17 | Invesco Semiconductors ETF · PSI cheaper | 6% | 0.56% | Invesco Capital Management LLC |
| 18 | Acuitas Small Cap Active ETF · AIMS cheaper | 6% | 0.75% | — |
| 19 | Wasatch Micro Cap Fund · WMICX, WGICX | 6% | 1.59% | Wasatch Advisors LP |
| 20 | CRM SMALL CAP VALUE FUND · CRISX, CRMSX | 6% | — | Cramer Rosenthal McGlynn, LLC |
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