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 | Vaughan Nelson Small Cap Fund · NEFJX, NEJCX, NEJYX, NEJTX, VSCNX diff. adviser | 43% | 0.95% | Natixis Advisors, LLC |
| 2 | Hotchkis and Wiley Small Cap Diversified Value Fund · HWVIX, HWVAX, HWVZX cheaper diff. adviser | 36% | 0.78% | Hotchkis and Wiley Capital Management, LLC |
| 3 | Empower Small Cap Value Fund · MXLSX, MXTFX cheaper diff. adviser | 33% | 0.74% | Empower Capital Management, LLC |
| 4 | Column Small Cap Fund · CFSLX cheaper | 32% | 0.63% | — |
| 5 | Small Company Value Portfolio · DTSVX, WSMVX diff. adviser | 31% | 1.10% | Wilshire Advisors LLC |
| 6 | Vericimetry U.S. Small Cap Value Fund · VYSVX cheaper | 30% | 0.61% | — |
| 7 | Dimensional US Small Cap Value ETF · DFSV cheaper diff. adviser | 29% | 0.30% | DIMENSIONAL FUND ADVISORS LP |
| 8 | VANGUARD RUSSELL 2000 VALUE INDEX FUND · VTWV, VRTVX cheaper diff. adviser | 28% | 0.05% | The Vanguard Group, Inc. |
| 9 | Small Cap Opportunities Trust · JADMX, JADLX, JADPX cheaper diff. adviser | 28% | 0.81% | John Hancock Variable Trust Advisers LLC |
| 10 | Multi-Manager Small Cap Equity Strategies Fund · CZMSX cheaper | 27% | 0.81% | — |
| 11 | PD Small-Cap Value Index Portfolio cheaper diff. adviser | 27% | 0.28% | Pacific Life Fund Advisors LLC |
| 12 | Dimensional U.S. Targeted Value ETF · DFAT cheaper diff. adviser | 27% | 0.28% | DIMENSIONAL FUND ADVISORS LP |
| 13 | U.S. SMALL CAP VALUE PORTFOLIO · DFSVX cheaper diff. adviser | 26% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
| 14 | Dimensional VA U.S. Targeted Value Portfolio cheaper diff. adviser | 26% | 0.29% | DIMENSIONAL FUND ADVISORS LP |
| 15 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 26% | 0.25% | — |
| 16 | Fidelity Small Cap Value Index Fund · FISVX cheaper diff. adviser | 26% | 0.05% | Fidelity Management & Research Company LLC |
| 17 | iShares Russell 2000 Value ETF · IWN cheaper diff. adviser | 25% | 0.24% | BlackRock Fund Advisors |
| 18 | Dimensional U.S. Small Cap ETF · DFAS cheaper diff. adviser | 25% | 0.26% | DIMENSIONAL FUND ADVISORS LP |
| 19 | Acclivity Small Cap Value Fund · AXVNX, AXVIX cheaper diff. adviser | 25% | 0.48% | Innealta Capital, LLC |
| 20 | U.S. Targeted Value Portfolio · DFFVX cheaper diff. adviser | 24% | 0.00% | DIMENSIONAL FUND ADVISORS LP |
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