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 | abrdn Focused U.S. Small Cap Active ETF cheaper | 86% | 0.65% | abrdn Inc. |
| 2 | Nuveen Small Cap Select Fund · EMGRX, ARSTX, ASEFX cheaper diff. adviser | 17% | 0.82% | Nuveen Fund Advisors, LLC |
| 3 | Congress Small Cap Growth Fund · CSMVX, CSMCX diff. adviser | 17% | 1.01% | Congress Asset Management Company |
| 4 | AMG GW&K Small Cap Value Fund · SKSEX, SKSIX, SKSZX cheaper diff. adviser | 17% | 0.90% | AMG Funds LLC |
| 5 | WESTWOOD QUALITY SMALLCAP FUND · WHGAX, WHGSX, WWSYX, WHGCX cheaper diff. adviser | 16% | 0.79% | Westwood Management Corp. |
| 6 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX cheaper diff. adviser | 16% | 0.82% | Loomis, Sayles & Company, L.P. |
| 7 | Loomis Sayles Small Cap Growth Portfolio cheaper diff. adviser | 16% | 0.88% | Brighthouse Investment Advisers, LLC |
| 8 | Invesco S&P SmallCap Momentum ETF · XSMO cheaper diff. adviser | 15% | 0.36% | Invesco Capital Management LLC |
| 9 | SFT Macquarie Small Cap Growth Fund diff. adviser | 15% | 1.31% | Securian Asset Management, Inc. |
| 10 | Nomura Small Cap Growth Fund · WSGRX, WSGAX, WRGCX, WSCYX, IYSIX, IRGFX cheaper diff. adviser | 15% | 0.76% | Macquarie Investment Management Business Trust |
| 11 | Nomura VIP Small Cap Growth Series cheaper diff. adviser | 14% | 0.89% | Macquarie Investment Management Business Trust |
| 12 | MassMutual Small Cap Opportunities Fund · DLBMX, MSCLX, MSCDX, MSVYX, MOORX, MSOOX, MCCRX, MMOGX cheaper diff. adviser | 14% | 0.65% | MML Investment Advisers, LLC |
| 13 | Deepwater Beachfront Small Cap ETF · DBSC cheaper | 14% | 0.85% | — |
| 14 | MML VIP Invesco Small Cap Equity Fund cheaper diff. adviser | 14% | 0.71% | MML Investment Advisers, LLC |
| 15 | SMALL-CAP GROWTH PROFUND · SGPIX, SGPSX diff. adviser | 14% | 1.78% | ProFund Advisors LLC |
| 16 | Hartford Schroders US Small Cap Opportunities Fund · SCUVX, HOOCX, SCUIX, HOORX, HOOSX, HOOTX, HOOYX, SCURX, HOOFX diff. adviser | 13% | 0.95% | Hartford Funds Management Company, LLC |
| 17 | Invesco Main Street Small Cap Fund cheaper diff. adviser | 13% | 0.69% | Invesco Advisers, Inc. |
| 18 | Invesco V.I. Main Street Small Cap Fund cheaper diff. adviser | 13% | 0.86% | Invesco Advisers, Inc. |
| 19 | Janus Henderson Small Cap Value Fund · JSIVX, JSCVX, JDSAX, JCSCX, JSCOX, JDSRX, JISCX, JNPSX, JDSNX diff. adviser | 13% | 0.98% | Janus Henderson Investors US LLC |
| 20 | LKCM Small Cap Equity Fund · LKSCX diff. adviser | 13% | 1.01% | LUTHER KING CAPITAL MANAGEMENT CORPORATION |
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