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 | Bahl & Gaynor Small Cap Dividend ETF · SCDV cheaper diff. adviser | 19% | 0.70% | BAHL & GAYNOR, INC. |
| 2 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL cheaper diff. adviser | 18% | 0.40% | PROSHARE ADVISORS LLC |
| 3 | RMB Small Cap Fund · RMBBX diff. adviser | 17% | 0.96% | Curi RMB Capital, LLC |
| 4 | Invesco S&P MidCap Low Volatility ETF · XMLV cheaper diff. adviser | 16% | 0.25% | Invesco Capital Management LLC |
| 5 | Amplify Small-Mid Cap Equity ETF · SMAP cheaper | 15% | 0.60% | — |
| 6 | Virtus Ceredex Small-Cap Value Equity Fund · SASVX, STCEX, SCETX, VVERX cheaper diff. adviser | 15% | 0.77% | Virtus Investment Advisers, LLC |
| 7 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF · OUSM cheaper diff. adviser | 15% | 0.48% | ALPS Advisors, Inc. |
| 8 | First Trust Horizon Managed Volatility Small/Mid ETF · HSMV diff. adviser | 15% | 0.80% | First Trust Advisors L.P. |
| 9 | MOA SMALL CAP VALUE FUND diff. adviser | 14% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 10 | Copeland SMID Cap Dividend Growth Fund · CSMDX, CSDGX diff. adviser | 14% | 0.95% | Copeland Capital Management, LLC |
| 11 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 14% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 12 | Neuberger Berman Genesis Portfolio diff. adviser | 13% | 0.81% | Brighthouse Investment Advisers, LLC |
| 13 | First Trust SMID Capital Strength ETF · FSCS diff. adviser | 13% | — | First Trust Advisors L.P. |
| 14 | Neuberger Berman Genesis Fund · NBGNX, NBGEX, NBGAX, NBGIX, NRGSX, NRGEX cheaper diff. adviser | 13% | 0.02% | Neuberger Berman Investment Advisers LLC |
| 15 | Keeley Gabelli Small Cap Dividend Fund · KSDVX, KSDIX diff. adviser | 13% | 1.04% | Gabelli Funds, LLC |
| 16 | Small-Cap Value Series · LRSCX, LSRCX, LRSPX, LRSYX, LRSFX, LRSQX, LRSRX, LRSSX, LRSTX, LRSVX, LRSOX diff. adviser | 12% | 0.89% | Lord, Abbett & Co. LLC |
| 17 | iShares MSCI USA Small-Cap Min Vol Factor ETF · SMMV cheaper diff. adviser | 12% | 0.20% | BlackRock Fund Advisors |
| 18 | Columbia Variable Portfolio - Select Small Cap Value Fund diff. adviser | 12% | 0.85% | Columbia Management Investment Advisers, LLC |
| 19 | First Trust SMID Cap Rising Dividend Achievers ETF · SDVY cheaper | 12% | 0.58% | — |
| 20 | WCM Small Cap Growth Fund · WCMLX, WCMNX diff. adviser | 12% | 0.99% | WCM INVESTMENT MANAGEMENT |
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