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 | First Trust SMID Cap Rising Dividend Achievers ETF · SDVY | 22% | 0.58% | — |
| 2 | FT Vest SMID Rising Dividend Achievers Target Income ETF · SDVD diff. adviser | 22% | 0.85% | First Trust Advisors L.P. |
| 3 | First Trust SMID Capital Strength ETF · FSCS diff. adviser | 21% | — | First Trust Advisors L.P. |
| 4 | First Trust Horizon Managed Volatility Small/Mid ETF · HSMV diff. adviser | 21% | 0.80% | First Trust Advisors L.P. |
| 5 | iShares MSCI USA Small-Cap Min Vol Factor ETF · SMMV cheaper diff. adviser | 20% | 0.20% | BlackRock Fund Advisors |
| 6 | Boston Trust SMID Cap Fund · BTSMX diff. adviser | 19% | 0.75% | Boston Trust Walden Inc. |
| 7 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL cheaper diff. adviser | 18% | 0.40% | PROSHARE ADVISORS LLC |
| 8 | WisdomTree U.S. MidCap Quality Growth Fund · QMID cheaper diff. adviser | 18% | 0.38% | WisdomTree Asset Management, Inc. |
| 9 | Pacer S&P MidCap 400 Quality FCF Aristocrats ETF · MCOW diff. adviser | 18% | 0.49% | Pacer Advisors, Inc. |
| 10 | WisdomTree U.S. Midcap Dividend Fund · DON cheaper diff. adviser | 18% | 0.38% | WisdomTree Asset Management, Inc. |
| 11 | Horizon Small/Mid Cap Core Equity ETF | 17% | 0.75% | — |
| 12 | JOHNSON OPPORTUNITY FUND · JOPPX diff. adviser | 17% | 0.90% | Johnson Investment Counsel, Inc. |
| 13 | Boston Trust Walden SMID Cap Fund · WASMX diff. adviser | 17% | 1.00% | Boston Trust Walden Inc. |
| 14 | Lord Abbett Value Opportunities Fund · LVOAX, LVOCX, LVOPX, LVOYX, LVOFX, LVOQX, LVORX, LVOSX, LVOTX, LVOVX, LVOOX diff. adviser | 17% | 0.84% | Lord, Abbett & Co. LLC |
| 15 | Invesco S&P MidCap Low Volatility ETF · XMLV cheaper diff. adviser | 17% | 0.25% | Invesco Capital Management LLC |
| 16 | VictoryShares US Small Cap High Div Volatility Wtd ETF · CSB cheaper diff. adviser | 16% | 0.35% | Victory Capital Management Inc. |
| 17 | First Trust Active Factor Mid Cap ETF · AFMC diff. adviser | 16% | 0.68% | First Trust Advisors L.P. |
| 18 | Boston Trust Walden Small Cap Fund · BOSOX diff. adviser | 16% | 1.00% | Boston Trust Walden Inc. |
| 19 | Invesco S&P MidCap Quality ETF · XMHQ cheaper diff. adviser | 15% | 0.25% | Invesco Capital Management LLC |
| 20 | Royce Premier Fund · RYPRX, RPFIX, RPFFX, RPRCX, RAAFX diff. adviser | 15% | 1.12% | Royce Investment Partners |
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