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 | Bahl & Gaynor Small/Mid Cap Income Growth ETF · SMIG cheaper | 30% | 0.60% | BAHL & GAYNOR, INC. |
| 2 | Opus Small Cap Value ETF · OSCV diff. adviser | 19% | 0.79% | Aptus Capital Advisors, LLC |
| 3 | Copeland SMID Cap Dividend Growth Fund · CSMDX, CSDGX diff. adviser | 19% | 0.95% | Copeland Capital Management, LLC |
| 4 | Value Line Small Cap Opportunities Fund, Inc. · VLEOX, VLEIX diff. adviser | 17% | 0.97% | EULAV Asset Management |
| 5 | SBH SMALL CAP CORE FUND · SBHCX, SBASX diff. adviser | 16% | 0.99% | SEGALL BRYANT AND HAMILL LLC |
| 6 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL cheaper diff. adviser | 15% | 0.40% | PROSHARE ADVISORS LLC |
| 7 | Boston Trust Walden Small Cap Fund · BOSOX diff. adviser | 15% | 1.00% | Boston Trust Walden Inc. |
| 8 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF · OUSM cheaper diff. adviser | 15% | 0.48% | ALPS Advisors, Inc. |
| 9 | RMB Small Cap Fund · RMBBX diff. adviser | 14% | 0.96% | Curi RMB Capital, LLC |
| 10 | Argent Focused Small Cap ETF · ALIL diff. adviser | 14% | 0.74% | Empowered Funds, LLC d/b/a EA Advisers |
| 11 | GRANDEUR PEAK US STALWARTS FUND · GUSYX diff. adviser | 13% | 0.90% | Grandeur Peak Global Advisors, LLC |
| 12 | CONESTOGA SMALL CAP FUND · CCASX, CCALX diff. adviser | 13% | 0.90% | Conestoga Capital Advisors, LLC |
| 13 | Amplify Small-Mid Cap Equity ETF · SMAP cheaper | 13% | 0.60% | — |
| 14 | Inspire Growth ETF · GLRY diff. adviser | 12% | 0.80% | CWM Advisors, LLC |
| 15 | Wasatch Core Growth Fund · WGROX, WIGRX diff. adviser | 12% | 1.05% | Wasatch Advisors LP |
| 16 | TRIBUTARY SMALL/MID CAP FUND · FSMCX, FSMBX diff. adviser | 12% | 0.90% | Tributary Capital Management, LLC |
| 17 | WCM Small Cap Growth Fund · WCMLX, WCMNX diff. adviser | 12% | 0.99% | WCM INVESTMENT MANAGEMENT |
| 18 | GMO Small Cap Quality Fund · GMBVX, GMSQX, GMAYX, GMAWX, GSBGX cheaper diff. adviser | 12% | 0.67% | Grantham Mayo van Otterloo & Co LLC |
| 19 | RMB SMID Cap Fund · RMBMX diff. adviser | 12% | 0.81% | Curi RMB Capital, LLC |
| 20 | THRIVENT SMALL CAP GROWTH PORTFOLIO diff. adviser | 11% | 0.94% | Thrivent Financial for Lutherans |
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