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 | Harbor SMID Cap Value ETF · EPSV | 27% | 0.88% | Harbor Capital Advisors, Inc. |
| 2 | Harbor SMID Cap Core ETF · EPSB | 23% | 0.88% | Harbor Capital Advisors, Inc. |
| 3 | Aristotle Small Cap Equity Fund · ARABX, AISBX, ARIBX, ARRBX, AIBBX diff. adviser | 17% | 0.85% | Aristotle Investment Services, LLC |
| 4 | Small Cap Dynamic Growth Fund · JSJIX, JSJFX, JSJAX, JSJCX | 17% | 0.83% | — |
| 5 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 17% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 6 | Keeley Small Cap Fund · WWSAX, WWSCX, WESCX, WWSIX diff. adviser | 16% | 1.00% | Gabelli Funds, LLC |
| 7 | CRAWFORD SMALL CAP DIVIDEND FUND · CDOFX diff. adviser | 16% | 0.99% | Crawford Investment Counsel Inc |
| 8 | Aristotle Small/Mid Cap Equity Fund · AIHHX, ARAHX, AISHX, ARIHX diff. adviser | 15% | 0.96% | Aristotle Investment Services, LLC |
| 9 | Virtus Ceredex Small-Cap Value Equity Fund · SASVX, STCEX, SCETX, VVERX cheaper diff. adviser | 15% | 0.77% | Virtus Investment Advisers, LLC |
| 10 | Carillon Chartwell Small Cap Value Fund · CWSIX, CWSHX, CWSCX, CWSWX diff. adviser | 14% | 0.95% | Carillon Tower Advisers, Inc. |
| 11 | TRIBUTARY SMALL/MID CAP FUND · FSMCX, FSMBX diff. adviser | 14% | 0.90% | Tributary Capital Management, LLC |
| 12 | TRIBUTARY SMALL COMPANY FUND · FOSCX, FOSBX diff. adviser | 14% | 0.95% | Tributary Capital Management, LLC |
| 13 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL cheaper diff. adviser | 14% | 0.40% | PROSHARE ADVISORS LLC |
| 14 | THRIVENT CORE SMALL CAP VALUE FUND cheaper diff. adviser | 13% | 0.05% | Thrivent Asset Management, LLC |
| 15 | Boston Trust Walden Small Cap Fund · BOSOX diff. adviser | 13% | 1.00% | Boston Trust Walden Inc. |
| 16 | Victory Sycamore Small Company Opportunity Fund · SSGSX, GOGFX, VSOIX, VSOYX, VSORX diff. adviser | 13% | 0.85% | Victory Capital Management Inc. |
| 17 | Goldman Sachs Small Cap Equity ETF · GSC cheaper diff. adviser | 12% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 18 | Nomura Small Cap Growth Fund · WSGRX, WSGAX, WRGCX, WSCYX, IYSIX, IRGFX cheaper diff. adviser | 12% | 0.76% | Macquarie Investment Management Business Trust |
| 19 | WESTWOOD QUALITY SMIDCAP FUND · WWSMX, WHGMX cheaper diff. adviser | 12% | 0.68% | Westwood Management Corp. |
| 20 | SFT Macquarie Small Cap Growth Fund diff. adviser | 12% | 1.31% | Securian Asset Management, Inc. |
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