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 | WisdomTree U.S. SmallCap Dividend Fund · DES diff. adviser | 29% | 0.38% | WisdomTree Asset Management, Inc. |
| 2 | Franklin U.S. Small Cap Multifactor Index ETF · FLQS diff. adviser | 26% | 0.35% | Franklin Advisory Services, LLC |
| 3 | WisdomTree U.S. SmallCap Fund · EES diff. adviser | 25% | 0.38% | WisdomTree Asset Management, Inc. |
| 4 | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF · SMLV cheaper diff. adviser | 25% | 0.12% | SSGA Funds Management, Inc. |
| 5 | First Trust Active Factor Small Cap ETF · AFSM diff. adviser | 24% | 0.75% | First Trust Advisors L.P. |
| 6 | First Trust Small Cap Value AlphaDEX Fund · FYT diff. adviser | 24% | 0.70% | First Trust Advisors L.P. |
| 7 | JPMorgan Diversified Return U.S. Small Cap Equity ETF · JPSE cheaper diff. adviser | 24% | 0.29% | J.P. Morgan Investment Management, Inc. |
| 8 | PGIM Quant Solutions Small-Cap Value Fund · TASVX, TSVRX, TSVAX, TSVQX, TRACX, PSVDX, PSVKX diff. adviser | 24% | 0.68% | PGIM INVESTMENTS LLC |
| 9 | First Trust Small Cap Core AlphaDEX Fund · FYX diff. adviser | 23% | 0.58% | First Trust Advisors L.P. |
| 10 | Royce Quant Small-Cap Quality Value ETF · SQLV diff. adviser | 23% | 0.60% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | GMO U.S. Small Cap Value Fund · GCAVX diff. adviser | 23% | 0.48% | Grantham Mayo van Otterloo & Co LLC |
| 12 | AQR Small Cap Multi-Style Fund · QSMLX, QSMNX, QSERX diff. adviser | 22% | 0.80% | AQR Capital Management, LLc |
| 13 | Avantis U.S. Small Cap Equity Fund · AVSBX, AVSCX cheaper | 21% | 0.00% | — |
| 14 | VOYA INDEX PLUS SMALLCAP PORTFOLIO · IPSIX, IPSSX diff. adviser | 21% | 0.60% | Voya Investments, LLC |
| 15 | Index 600 Stock Portfolio cheaper diff. adviser | 21% | 0.27% | Mason Street Advisors, LLC |
| 16 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 21% | 0.25% | — |
| 17 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund · DGRS diff. adviser | 21% | 0.38% | WisdomTree Asset Management, Inc. |
| 18 | MOA SMALL CAP EQUITY INDEX FUND cheaper diff. adviser | 21% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 19 | Small Cap Stock Index Portfolio diff. adviser | 21% | 0.61% | BNY Mellon Investment Adviser, Inc. |
| 20 | Small-Cap Value Fund · BRSVX diff. adviser | 20% | 0.90% | Bridgeway Capital Management, LLC |
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