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 | VictoryShares Small Cap Free Cash Flow ETF · SFLO cheaper | 50% | 0.49% | Victory Capital Management Inc. |
| 2 | Pacer US Small Cap Cash Cows 100 ETF · CALF cheaper | 26% | 0.59% | Pacer Advisors, Inc. |
| 3 | Alger Russell Innovation ETF · INVN cheaper | 17% | 0.55% | Fred Alger Management, Inc. |
| 4 | Royce Capital Fund - Small-Cap Portfolio · RCPFX, RCSSX | 15% | 1.14% | Royce Investment Partners |
| 5 | Royce Small-Cap Value Fund · RYVFX, RVVHX | 15% | 1.24% | Royce Investment Partners |
| 6 | Distillate Small/Mid Cash Flow ETF · DSMC cheaper | 14% | 0.55% | — |
| 7 | Euclidean Fundamental Value ETF · ECML | 14% | 0.95% | Empowered Funds, LLC d/b/a EA Advisers |
| 8 | Global X U.S. Cash Flow Kings 100 ETF · FLOW cheaper | 14% | 0.25% | Global X Management Company LLC |
| 9 | Pacer US Small Cap Cash Cows Growth Leaders ETF · CAFG cheaper | 12% | 0.59% | Pacer Advisors, Inc. |
| 10 | Invenomic Fund · BIVIX, BIVRX, BIVSX | 12% | 2.80% | Invenomic Capital Management LP |
| 11 | First Trust Technology AlphaDEX Fund · FXL cheaper | 12% | 0.60% | First Trust Advisors L.P. |
| 12 | SRH U.S. Quality GARP ETF · SRHQ cheaper | 12% | 0.35% | Paralel Advisors LLC |
| 13 | Cambria Value and Momentum ETF · VAMO cheaper | 12% | 0.65% | Cambria Investment Management, L.P. |
| 14 | Leadershares Alphafactor US Core Equity ETF | 11% | 0.75% | Redwood Investment Management, LLC |
| 15 | First Trust Consumer Discretionary AlphaDEX Fund · FXD cheaper | 11% | 0.60% | First Trust Advisors L.P. |
| 16 | Cambria Shareholder Yield ETF · SYLD cheaper | 11% | 0.59% | Cambria Investment Management, L.P. |
| 17 | State Street(R) SPDR(R) S&P(R) Retail ETF · XRT cheaper | 11% | 0.35% | SSGA Funds Management, Inc. |
| 18 | Amplify Online Retail ETF · IBUY cheaper | 11% | 0.65% | — |
| 19 | Invesco S&P SmallCap 600 GARP ETF cheaper | 11% | 0.35% | Invesco Capital Management LLC |
| 20 | Touchstone Variable Series Trust-Touchstone Small Company Fund | 10% | 0.76% | Touchstone Advisors, Inc. |
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