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 Small Cap Core AlphaDEX Fund · FYX cheaper | 55% | 0.58% | First Trust Advisors L.P. |
| 2 | WisdomTree U.S. SmallCap Fund · EES cheaper diff. adviser | 37% | 0.38% | WisdomTree Asset Management, Inc. |
| 3 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND · VIOV, VSMVX cheaper diff. adviser | 33% | 0.03% | The Vanguard Group, Inc. |
| 4 | iShares S&P Small-Cap 600 Value ETF · IJS cheaper diff. adviser | 32% | 0.18% | BlackRock Fund Advisors |
| 5 | PROFUND VP SMALLCAP VALUE diff. adviser | 32% | 1.68% | ProFund Advisors LLC |
| 6 | SMALL-CAP VALUE PROFUND · SVPIX, SVPSX diff. adviser | 32% | 1.78% | ProFund Advisors LLC |
| 7 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF · SLYV cheaper diff. adviser | 32% | 0.15% | SSGA Funds Management, Inc. |
| 8 | Omni Small-Cap Value Fund · BOSVX cheaper diff. adviser | 30% | 0.47% | Bridgeway Capital Management, LLC |
| 9 | S&P SmallCap 600 Pure Value Fund diff. adviser | 28% | 1.64% | Security Investors, LLC |
| 10 | S&P SmallCap 600 Pure Value Fund · RYAZX, RYSVX, RYYCX diff. adviser | 28% | 1.56% | Security Investors, LLC |
| 11 | WisdomTree U.S. SmallCap Dividend Fund · DES cheaper diff. adviser | 28% | 0.38% | WisdomTree Asset Management, Inc. |
| 12 | EA Bridgeway Omni Small-Cap Value ETF · BSVO cheaper diff. adviser | 26% | 0.45% | Empowered Funds, LLC d/b/a EA Advisers |
| 13 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 26% | 0.25% | — |
| 14 | State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF · ESIX cheaper diff. adviser | 25% | 0.12% | SSGA Funds Management, Inc. |
| 15 | Hotchkis and Wiley Small Cap Diversified Value Fund · HWVIX, HWVAX, HWVZX diff. adviser | 25% | 0.78% | Hotchkis and Wiley Capital Management, LLC |
| 16 | Invesco S&P Smallcap 600 Pure Value ETF · RZV cheaper diff. adviser | 25% | 0.35% | Invesco Capital Management LLC |
| 17 | Avantis U.S. Small Cap Equity Fund · AVSBX, AVSCX cheaper | 25% | 0.00% | — |
| 18 | VictoryShares US Small Mid Cap Value Momentum ETF · USVM cheaper diff. adviser | 24% | 0.29% | Victory Capital Management Inc. |
| 19 | Index 600 Stock Portfolio cheaper diff. adviser | 24% | 0.27% | Mason Street Advisors, LLC |
| 20 | Harbor AlphaEdge Small Cap Earners ETF · EBIT cheaper diff. adviser | 24% | 0.29% | Harbor Capital Advisors, Inc. |
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