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 | BNY Mellon Opportunistic Small Cap Fund · DSCVX, DSCYX, DOPIX cheaper | 14% | 0.78% | BNY Mellon Investment Adviser, Inc. |
| 2 | VictoryShares US Small Cap Volatility Wtd ETF · CSA cheaper | 14% | 0.35% | Victory Capital Management Inc. |
| 3 | VictoryShares US Discovery Enhanced Volatility Wtd ETF · CSF cheaper | 14% | 0.41% | Victory Capital Management Inc. |
| 4 | Lazard US Systematic Small Cap Equity Portfolio · LUSIX, LUSOX, RUSRX | 12% | 0.99% | Lazard Asset Management LLC |
| 5 | RBC Small Cap Value Fund · RSVIX, RRSVX, RBVAX cheaper | 11% | 0.81% | RBC Global Asset Management (US) Inc. |
| 6 | RBC Small Cap Core Fund · TEEAX, RCSIX, RBRCX cheaper | 10% | 0.83% | RBC Global Asset Management (US) Inc. |
| 7 | CornerCap Small-Cap Value Fund · CSCVX, CSCJX | 10% | 0.95% | CornerCap Fundametrics Large-Cap ETF |
| 8 | Small Cap Value Fund | 9% | 0.97% | — |
| 9 | MassMutual Small Cap Value Equity Fund | 9% | 1.10% | — |
| 10 | THRIVENT CORE SMALL CAP VALUE FUND cheaper | 9% | 0.05% | Thrivent Asset Management, LLC |
| 11 | FIIG US SMALL CAP EQUITY · IUSCX cheaper | 8% | 0.75% | Fisher Asset Management LLC |
| 12 | Nuveen Small Cap Select ETF · NSCS | 8% | 0.86% | Nuveen Fund Advisors, LLC |
| 13 | TEXAS CAPITAL TEXAS SMALL CAP EQUITY INDEX ETF cheaper | 7% | 0.49% | Texas Capital Bank Private Wealth Advisors |
| 14 | Fidelity Advisor Series Small Cap Fund · FSSFX cheaper | 7% | 0.01% | Fidelity Management & Research Company LLC |
| 15 | RBC Enterprise Fund · TETAX, TETIX | 7% | 1.12% | RBC Global Asset Management (US) Inc. |
| 16 | Dynamic Value Portfolio · MAADX, MAAUX, MAAOX, MAAQX cheaper | 7% | 0.50% | — |
| 17 | MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund · MMBUX cheaper | 7% | 0.00% | — |
| 18 | RiverNorth Patriot ETF cheaper | 6% | 0.70% | TrueMark Investments, LLC |
| 19 | abrdn Focused U.S. Small Cap Equity Fund · GGUIX | 6% | 0.90% | abrdn Inc. |
| 20 | AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. · AREAX, ARECX, ARSYX, ARRRX, ARRKX, AEEIX | 6% | 1.60% | AllianceBernstein L.P. |
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