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 | Loomis Sayles Small Cap Value Fund · LSSCX, LSCRX, LSVAX, LSCNX diff. adviser | 65% | 0.85% | Loomis, Sayles & Company, L.P. |
| 2 | Loomis Sayles Small Cap Core Portfolio diff. adviser | 64% | 0.90% | Brighthouse Investment Advisers, LLC |
| 3 | Hotchkis and Wiley Small Cap Diversified Value Fund · HWVIX, HWVAX, HWVZX diff. adviser | 36% | 0.78% | Hotchkis and Wiley Capital Management, LLC |
| 4 | SmallCap Value Fund II · PJARX, PLARX, PPVIX, PSMJX, PSMVX diff. adviser | 33% | 0.89% | Principal Global Investors, LLC |
| 5 | Small Company Value Portfolio · DTSVX, WSMVX diff. adviser | 32% | 1.10% | Wilshire Advisors LLC |
| 6 | Multi-Manager Small Cap Equity Strategies Fund · CZMSX | 27% | 0.81% | — |
| 7 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 24% | 0.25% | — |
| 8 | Avantis U.S. Small Cap Equity Fund · AVSBX, AVSCX cheaper | 24% | 0.00% | — |
| 9 | Small Cap Opportunities Trust · JADMX, JADLX, JADPX diff. adviser | 23% | 0.81% | John Hancock Variable Trust Advisers LLC |
| 10 | U.S. MICRO CAP PORTFOLIO · DFSCX cheaper diff. adviser | 22% | 0.41% | DIMENSIONAL FUND ADVISORS LP |
| 11 | Timothy Plan US Small Cap Core ETF · TPSC cheaper diff. adviser | 22% | 0.52% | Timothy Partners Ltd. |
| 12 | Vericimetry U.S. Small Cap Value Fund · VYSVX cheaper | 22% | 0.61% | — |
| 13 | Dimensional U.S. Targeted Value ETF · DFAT cheaper diff. adviser | 22% | 0.28% | DIMENSIONAL FUND ADVISORS LP |
| 14 | AST Small-Cap Equity Portfolio diff. adviser | 21% | 0.97% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 15 | Dimensional VA U.S. Targeted Value Portfolio cheaper diff. adviser | 21% | 0.29% | DIMENSIONAL FUND ADVISORS LP |
| 16 | Dimensional US Small Cap Value ETF · DFSV cheaper diff. adviser | 21% | 0.30% | DIMENSIONAL FUND ADVISORS LP |
| 17 | Empower S&P Small Cap 600 Index Fund · MXISX, MXNSX, MXERX cheaper | 21% | 0.20% | Empower Capital Management, LLC |
| 18 | Empower Core Strategies: U.S. Equity Fund · MXEBX, MXETX cheaper | 21% | 0.55% | Empower Capital Management, LLC |
| 19 | Dimensional U.S. Small Cap ETF · DFAS cheaper diff. adviser | 21% | 0.26% | DIMENSIONAL FUND ADVISORS LP |
| 20 | VANGUARD RUSSELL 2000 VALUE INDEX FUND · VTWV, VRTVX cheaper diff. adviser | 20% | 0.05% | The Vanguard Group, Inc. |
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