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 | Victory THB US Small Opportunities Fund · THBVX, THBIX diff. adviser | 14% | 1.25% | Victory Capital Management Inc. |
| 2 | Nuveen Small Cap Select ETF · NSCS diff. adviser | 11% | 0.86% | Nuveen Fund Advisors, LLC |
| 3 | Fidelity Advisor Series Small Cap Fund · FSSFX cheaper diff. adviser | 10% | 0.01% | Fidelity Management & Research Company LLC |
| 4 | Allspring Small Company Growth Portfolio diff. adviser | 9% | — | Allspring Funds Management, LLC |
| 5 | Victory RS Small Cap Growth Equity VIP Series diff. adviser | 8% | 0.88% | Victory Capital Management Inc. |
| 6 | MassMutual Small Company Value Fund · MMYAX, MMYLX, MSVNX, MSVSX, MMVYX, MSVZX, MMVFX, MMNLX | 8% | 0.86% | — |
| 7 | UBS U.S. SMALL CAP GROWTH FUND · BNSCX, BISCX cheaper diff. adviser | 8% | 0.15% | UBS Asset Management (Americas) LLC |
| 8 | New Opportunities Fund · JISOX, JASOX, JWSOX, JBSOX, JHSOX, JSSOX, JUSOX | 7% | 0.84% | — |
| 9 | Small-Mid Cap Equity Fund · TSGUX cheaper | 7% | 0.60% | — |
| 10 | MassMutual Small Cap Value Equity Fund | 7% | 1.10% | — |
| 11 | VictoryShares US Small Cap Volatility Wtd ETF · CSA cheaper diff. adviser | 7% | 0.35% | Victory Capital Management Inc. |
| 12 | VictoryShares US Discovery Enhanced Volatility Wtd ETF · CSF cheaper diff. adviser | 7% | 0.41% | Victory Capital Management Inc. |
| 13 | BNY Mellon Opportunistic Small Cap Fund · DSCVX, DSCYX, DOPIX diff. adviser | 7% | 0.78% | BNY Mellon Investment Adviser, Inc. |
| 14 | BlackRock SMID-Cap Growth Equity Fund diff. adviser | 7% | 0.75% | BlackRock Advisors, LLC |
| 15 | RBC Small Cap Value Fund · RSVIX, RRSVX, RBVAX diff. adviser | 6% | 0.81% | RBC Global Asset Management (US) Inc. |
| 16 | Sofi Next 500 ETF · SFYX cheaper diff. adviser | 6% | 0.06% | Tidal Investments LLC |
| 17 | Alger Weatherbie Enduring Growth ETF · AWEG cheaper diff. adviser | 6% | 0.65% | Fred Alger Management, Inc. |
| 18 | THRIVENT CORE SMALL CAP VALUE FUND cheaper diff. adviser | 6% | 0.05% | Thrivent Asset Management, LLC |
| 19 | BNY Mellon Small Cap Growth Fund · SSETX, SSYGX | 5% | 1.00% | — |
| 20 | Leuthold Select Industries Fund | 5% | 1.50% | — |
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