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 | JNL/RAFI Fundamental U.S. Small Cap Fund cheaper diff. adviser | 21% | 0.32% | Jackson National Asset Management, LLC |
| 2 | Acclivity Small Cap Value Fund · AXVNX, AXVIX cheaper diff. adviser | 19% | 0.48% | Innealta Capital, LLC |
| 3 | Distillate Small/Mid Cash Flow ETF · DSMC | 18% | 0.55% | — |
| 4 | FULLERTHALER BEHAVIORAL SMALL CAP EQUITY · FTHNX, FTHFX, FTHSX, FTYCX, FTHAX | 18% | 0.64% | — |
| 5 | VictoryShares US Small Mid Cap Value Momentum ETF · USVM cheaper diff. adviser | 18% | 0.29% | Victory Capital Management Inc. |
| 6 | LSV Small Cap Value Fund · LSVQX, LVAQX diff. adviser | 17% | 0.83% | LSV Asset Management |
| 7 | Avantis U.S. Small Cap Value ETF · AVUV cheaper | 17% | 0.25% | — |
| 8 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND · VSTCX cheaper diff. adviser | 17% | 0.21% | The Vanguard Group, Inc. |
| 9 | Schwab Fundamental U.S. Small Company ETF · FNDA cheaper diff. adviser | 16% | 0.25% | Charles Schwab Investment Management, Inc. |
| 10 | Schwab Fundamental U.S. Small Company Index Fund · SFSNX cheaper diff. adviser | 16% | 0.25% | Charles Schwab Investment Management, Inc. |
| 11 | Avantis U.S. Small Cap Value Fund · AVUVX, AVCNX cheaper | 16% | 0.00% | — |
| 12 | First Trust Active Factor Mid Cap ETF · AFMC diff. adviser | 16% | 0.68% | First Trust Advisors L.P. |
| 13 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 16% | 0.25% | — |
| 14 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND · VIOV, VSMVX cheaper diff. adviser | 16% | 0.03% | The Vanguard Group, Inc. |
| 15 | Vericimetry U.S. Small Cap Value Fund · VYSVX | 16% | 0.61% | — |
| 16 | PROFUND VP SMALLCAP VALUE diff. adviser | 15% | 1.68% | ProFund Advisors LLC |
| 17 | SIMT Small Cap Value Fund · SMVIX, SESVX, SPVYX | 15% | 0.99% | — |
| 18 | SMALL-CAP VALUE PROFUND · SVPIX, SVPSX diff. adviser | 15% | 1.78% | ProFund Advisors LLC |
| 19 | Small-Cap Value Portfolio diff. adviser | 15% | 0.63% | Pacific Life Fund Advisors LLC |
| 20 | Avantis U.S. Small Cap Equity Fund · AVSBX, AVSCX cheaper | 15% | 0.00% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.