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 | PGIM Quant Solutions Small-Cap Value Fund · TASVX, TSVRX, TSVAX, TSVQX, TRACX, PSVDX, PSVKX diff. adviser | 21% | 0.68% | PGIM INVESTMENTS LLC |
| 2 | Small-Cap Value Fund · BRSVX diff. adviser | 21% | 0.90% | Bridgeway Capital Management, LLC |
| 3 | Nationwide Bailard Cognitive Value Fund · NWHDX, NWHEX, NWHFX, NWHGX, NWHHX diff. adviser | 20% | 0.73% | Nationwide Fund Advisors |
| 4 | iShares US Small Cap Value Factor ETF · SVAL cheaper diff. adviser | 18% | 0.20% | BlackRock Fund Advisors |
| 5 | Schwab Small-Cap Equity Fund · SWSCX diff. adviser | 18% | 1.09% | Charles Schwab Investment Management, Inc. |
| 6 | Allspring Disciplined Small Cap Fund · NVSOX, WSCOX, WSCJX, WDSAX cheaper diff. adviser | 18% | 0.50% | Allspring Funds Management, LLC |
| 7 | Small Cap Equity Portfolio · GTCSX, GTSCX | 17% | 0.72% | Glenmede Investment Management LP |
| 8 | SGI Small Cap Core Fund · BOGIX diff. adviser | 17% | 1.23% | Summit Global Investment, LLC |
| 9 | VOYA INDEX PLUS SMALLCAP PORTFOLIO · IPSIX, IPSSX cheaper diff. adviser | 17% | 0.60% | Voya Investments, LLC |
| 10 | Small Company Fund · ASQIX, ASQAX, ASCQX, ASCRX, ASQCX, ASQGX diff. adviser | 16% | 0.65% | American Century Investment Management, Inc. |
| 11 | Sterling Capital Behavioral Small Cap Value Fund · SPSCX, SPSAX, SPSDX, STRBX diff. adviser | 16% | 0.78% | Sterling Capital Management LLC |
| 12 | Franklin U.S. Small Cap Equity Fund · LMBAX, LMBCX, LGSCX, LMBRX, LMSIX, LMBMX diff. adviser | 16% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 13 | VictoryShares Small Cap Free Cash Flow ETF · SFLO cheaper diff. adviser | 16% | 0.49% | Victory Capital Management Inc. |
| 14 | First Trust Small Cap Value AlphaDEX Fund · FYT diff. adviser | 16% | 0.70% | First Trust Advisors L.P. |
| 15 | Hartford Multifactor Small Cap ETF · ROSC cheaper diff. adviser | 16% | 0.34% | Lattice Strategies LLC |
| 16 | WisdomTree U.S. SmallCap Fund · EES cheaper diff. adviser | 15% | 0.38% | WisdomTree Asset Management, Inc. |
| 17 | Small Cap Value Fund · VVSCX diff. adviser | 15% | 0.84% | The Variable Annuity Life Insurance Company |
| 18 | NVIT Multi-Manager Small Cap Value Fund diff. adviser | 15% | 1.06% | Nationwide Fund Advisors |
| 19 | VIP Disciplined Small Cap Portfolio cheaper diff. adviser | 15% | 0.32% | Fidelity Management & Research Company LLC |
| 20 | Fidelity Enhanced Small Cap ETF · FESM cheaper diff. adviser | 15% | 0.28% | Fidelity Management & Research Company LLC |
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