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 | Small Company Value Portfolio · DTSVX, WSMVX diff. adviser | 38% | 1.10% | Wilshire Advisors LLC |
| 2 | SmallCap Value Fund II · PJARX, PLARX, PPVIX, PSMJX, PSMVX diff. adviser | 36% | 0.89% | Principal Global Investors, LLC |
| 3 | Empower Small Cap Value Fund · MXLSX, MXTFX cheaper diff. adviser | 36% | 0.74% | Empower Capital Management, LLC |
| 4 | Hotchkis & Wiley SMID Cap Diversified Value Fund · HWSM cheaper | 33% | 0.55% | Hotchkis and Wiley Capital Management, LLC |
| 5 | Multi-Manager Small Cap Equity Strategies Fund · CZMSX | 30% | 0.81% | — |
| 6 | WisdomTree U.S. SmallCap Dividend Fund · DES cheaper diff. adviser | 26% | 0.38% | WisdomTree Asset Management, Inc. |
| 7 | Harbor AlphaEdge Small Cap Earners ETF · EBIT cheaper diff. adviser | 25% | 0.29% | Harbor Capital Advisors, Inc. |
| 8 | Omni Small-Cap Value Fund · BOSVX cheaper diff. adviser | 25% | 0.47% | Bridgeway Capital Management, LLC |
| 9 | First Trust Small Cap Value AlphaDEX Fund · FYT cheaper diff. adviser | 25% | 0.70% | First Trust Advisors L.P. |
| 10 | Small-Cap Value Portfolio cheaper diff. adviser | 25% | 0.63% | Pacific Life Fund Advisors LLC |
| 11 | Timothy Plan US Small Cap Core ETF · TPSC cheaper diff. adviser | 25% | 0.52% | Timothy Partners Ltd. |
| 12 | EA Bridgeway Omni Small-Cap Value ETF · BSVO cheaper diff. adviser | 24% | 0.45% | Empowered Funds, LLC d/b/a EA Advisers |
| 13 | American Beacon Small Cap Value Fund · AVFIX, AVPAX, AASSX, ABSYX, ABSAX, ASVCX, AASRX diff. adviser | 24% | 0.79% | American Beacon Advisors, Inc. |
| 14 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 24% | 0.25% | — |
| 15 | iShares S&P Small-Cap 600 Value ETF · IJS cheaper diff. adviser | 24% | 0.18% | BlackRock Fund Advisors |
| 16 | PROFUND VP SMALLCAP VALUE diff. adviser | 24% | 1.68% | ProFund Advisors LLC |
| 17 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF · SLYV cheaper diff. adviser | 24% | 0.15% | SSGA Funds Management, Inc. |
| 18 | First Trust Small Cap Core AlphaDEX Fund · FYX cheaper diff. adviser | 24% | 0.58% | First Trust Advisors L.P. |
| 19 | SMALL-CAP VALUE PROFUND · SVPIX, SVPSX diff. adviser | 24% | 1.78% | ProFund Advisors LLC |
| 20 | Avantis U.S. Small Cap Value ETF · AVUV cheaper | 23% | 0.25% | — |
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