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 | Janus Henderson Small Cap Value Fund · JSIVX, JSCVX, JDSAX, JCSCX, JSCOX, JDSRX, JISCX, JNPSX, JDSNX diff. adviser | 19% | 0.98% | Janus Henderson Investors US LLC |
| 2 | Cambiar SMID Fund · CAMMX, CAMUX cheaper diff. adviser | 17% | 0.85% | Cambiar Investors, LLC |
| 3 | Victory Sycamore Small Company Opportunity Fund · SSGSX, GOGFX, VSOIX, VSOYX, VSORX cheaper diff. adviser | 16% | 0.85% | Victory Capital Management Inc. |
| 4 | Keeley Gabelli Small Cap Dividend Fund · KSDVX, KSDIX diff. adviser | 16% | 1.04% | Gabelli Funds, LLC |
| 5 | VictoryShares US Small Cap High Div Volatility Wtd ETF · CSB cheaper diff. adviser | 15% | 0.35% | Victory Capital Management Inc. |
| 6 | JPMorgan Active Small Cap Value ETF · JPSV cheaper diff. adviser | 14% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 7 | CHANNING INTRINSIC VALUE SMALL-CAP FUND · OWLLX diff. adviser | 13% | 0.95% | Channing Capital Management, LLC |
| 8 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 13% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 9 | MetLife Small Company Equity Fund · MSVIX, MSVVX diff. adviser | 13% | 0.99% | METLIFE INVESTMENT MANAGEMENT, LLC |
| 10 | Virtus Ceredex Small-Cap Value Equity Fund · SASVX, STCEX, SCETX, VVERX cheaper diff. adviser | 13% | 0.77% | Virtus Investment Advisers, LLC |
| 11 | Allspring Special Small Cap Value Fund · ESPAX, ESPCX, ESPIX, ESPNX, ESPRX cheaper diff. adviser | 13% | 0.82% | Allspring Funds Management, LLC |
| 12 | Small Cap Special Values Fund · VSSVX diff. adviser | 13% | 1.01% | The Variable Annuity Life Insurance Company |
| 13 | Boston Trust Walden Small Cap Fund · BOSOX diff. adviser | 13% | 1.00% | Boston Trust Walden Inc. |
| 14 | Royce Premier Fund · RYPRX, RPFIX, RPFFX, RPRCX, RAAFX diff. adviser | 13% | 1.12% | Royce Investment Partners |
| 15 | Neuberger Berman Small-Mid Cap ETF · NBSM cheaper diff. adviser | 13% | 0.65% | Neuberger Berman Investment Advisers LLC |
| 16 | Cambiar Small Cap Fund · CAMSX, CAMZX cheaper diff. adviser | 13% | 0.90% | Cambiar Investors, LLC |
| 17 | Janus Henderson Small-Mid Cap Value Fund · JVSAX, JVSCX, JSVDX, JVSIX, JSVSX, JSVTX, JVSNX diff. adviser | 12% | 0.91% | Janus Henderson Investors US LLC |
| 18 | Nuveen Small Cap Value Fund · FSCAX, FSCVX, FSCCX, FSCWX cheaper diff. adviser | 12% | 0.78% | Nuveen Fund Advisors, LLC |
| 19 | Heartland Value Plus Fund · HRVIX, HNVIX diff. adviser | 12% | 0.94% | Heartland Advisors |
| 20 | Brighthouse Small Cap Value Portfolio cheaper diff. adviser | 12% | 0.83% | Brighthouse Investment Advisers, LLC |
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