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 US Small Cap Volatility Wtd ETF · CSA cheaper diff. adviser | 21% | 0.35% | Victory Capital Management Inc. |
| 2 | VictoryShares US Discovery Enhanced Volatility Wtd ETF · CSF cheaper diff. adviser | 21% | 0.41% | Victory Capital Management Inc. |
| 3 | CornerCap Small-Cap Value Fund · CSCVX, CSCJX cheaper diff. adviser | 19% | 0.95% | CornerCap Fundametrics Large-Cap ETF |
| 4 | MassMutual Small Company Value Fund · MMYAX, MMYLX, MSVNX, MSVSX, MMVYX, MSVZX, MMVFX, MMNLX cheaper | 12% | 0.86% | — |
| 5 | Sofi Next 500 ETF · SFYX cheaper diff. adviser | 12% | 0.06% | Tidal Investments LLC |
| 6 | Strive Mid-Cap ETF · STXM cheaper diff. adviser | 10% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | HSBC Radiant U.S. Smaller Companies Portfolio diff. adviser | 8% | — | HSBC Global Asset Management (USA) Inc. |
| 8 | RiverNorth Patriot ETF cheaper diff. adviser | 8% | 0.70% | TrueMark Investments, LLC |
| 9 | MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund · MMBUX cheaper | 7% | 0.00% | — |
| 10 | RBC Microcap Value Fund · TMVAX, RMVIX diff. adviser | 7% | 1.22% | RBC Global Asset Management (US) Inc. |
| 11 | Dynamic Value Portfolio · MAADX, MAAUX, MAAOX, MAAQX cheaper | 7% | 0.50% | — |
| 12 | Peo Alphaquest(TM) Thematic Pe ETF · LQPE diff. adviser | 7% | 1.25% | Tidal Investments LLC |
| 13 | MassMutual Small Cap Value Equity Fund | 6% | 1.10% | — |
| 14 | Allspring Small Company Growth Portfolio diff. adviser | 6% | — | Allspring Funds Management, LLC |
| 15 | Victory RS Small Cap Growth Equity VIP Series cheaper diff. adviser | 6% | 0.88% | Victory Capital Management Inc. |
| 16 | Small Cap Value Fund cheaper | 5% | 0.97% | — |
| 17 | Victory THB US Small Opportunities Fund · THBVX, THBIX diff. adviser | 5% | 1.25% | Victory Capital Management Inc. |
| 18 | TEXAS CAPITAL TEXAS SMALL CAP EQUITY INDEX ETF cheaper diff. adviser | 5% | 0.49% | Texas Capital Bank Private Wealth Advisors |
| 19 | THRIVENT CORE SMALL CAP VALUE FUND cheaper diff. adviser | 5% | 0.05% | Thrivent Asset Management, LLC |
| 20 | Allspring Discovery Small Cap Growth Fund · EGWAX, EGRYX, EGWDX, EGWCX, EGWRX cheaper diff. adviser | 5% | 0.80% | Allspring Funds Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.