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 | Nuveen Small Cap Select ETF · NSCS cheaper diff. adviser | 12% | 0.86% | Nuveen Fund Advisors, LLC |
| 2 | Cardinal Small Cap Value Fund cheaper | 9% | 0.99% | — |
| 3 | Victory RS Small Cap Equity Fund diff. adviser | 7% | 1.10% | Victory Capital Management Inc. |
| 4 | Small-Mid Cap Equity Fund · TSGUX cheaper | 7% | 0.60% | — |
| 5 | Fidelity Advisor Series Small Cap Fund · FSSFX cheaper diff. adviser | 7% | 0.01% | Fidelity Management & Research Company LLC |
| 6 | HSBC Radiant U.S. Smaller Companies Portfolio diff. adviser | 6% | — | HSBC Global Asset Management (USA) Inc. |
| 7 | Steward Small Cap Growth Fund · SKGAX, SKGCX, SKGIX, SKGRX cheaper | 6% | 1.00% | — |
| 8 | RiverNorth Patriot ETF cheaper diff. adviser | 6% | 0.70% | TrueMark Investments, LLC |
| 9 | Syntax Stratified MidCap ETF cheaper | 6% | 0.35% | — |
| 10 | Disciplined Growth Investors Fund cheaper diff. adviser | 6% | 0.78% | Disciplined Growth Investors, Inc. |
| 11 | ClearBridge Small Cap Value Fund cheaper | 5% | 0.90% | — |
| 12 | AST Small-Cap Value Portfolio cheaper | 5% | 1.01% | — |
| 13 | MassMutual Small Cap Value Equity Fund | 5% | 1.10% | — |
| 14 | BlackRock SMID-Cap Growth Equity Fund cheaper diff. adviser | 5% | 0.75% | BlackRock Advisors, LLC |
| 15 | abrdn Focused U.S. Small Cap Equity Fund · GGUIX cheaper diff. adviser | 5% | 0.90% | abrdn Inc. |
| 16 | Destra Granahan Small Cap Advantage Fund | 4% | 1.50% | — |
| 17 | New Opportunities Fund · JISOX, JASOX, JWSOX, JBSOX, JHSOX, JSSOX, JUSOX cheaper | 4% | 0.84% | — |
| 18 | BNY Mellon Select Managers Small Cap Value Fund cheaper | 4% | 1.05% | — |
| 19 | VictoryShares US Small Cap Volatility Wtd ETF · CSA cheaper diff. adviser | 4% | 0.35% | Victory Capital Management Inc. |
| 20 | VictoryShares US Discovery Enhanced Volatility Wtd ETF · CSF cheaper diff. adviser | 4% | 0.41% | Victory Capital Management Inc. |
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