Similar funds
Computed 2026-07-05
| # | Fund | Overlap | Net exp. | Adviser |
|---|
| 1 |
Series V (SMid Cap Value Series)
cheaper
|
98%
|
0.88% |
— |
| 2 |
Series Q (Small Cap Value Series)
|
61%
|
1.13% |
— |
| 3 |
Guggenheim Small Cap Value Fund
· SSUAX, SSVCX, SSUIX, SSUPX
|
60%
|
1.03% |
— |
| 4 |
Series O (All Cap Value Series)
cheaper
|
52%
|
0.85% |
— |
| 5 |
Guggenheim Large Cap Value Fund
· SECIX, SEGIX, GILCX, SEGPX
cheaper
|
31%
|
0.87% |
— |
| 6 |
Series B (Large Cap Value Series)
cheaper
|
30%
|
0.77% |
— |
| 7 |
Syntax Stratified MidCap ETF
cheaper
|
9%
|
0.35% |
— |
| 8 |
AST Mid-Cap Value Portfolio
|
8%
|
1.02% |
— |
| 9 |
Tuttle Capital Shareholders First Index ETF
cheaper
|
8%
|
0.75% |
— |
| 10 |
MassMutual Mid Cap Value Fund
cheaper
|
7%
|
0.69% |
— |
| 11 |
BNY Mellon Select Managers Small Cap Value Fund
|
7%
|
1.05% |
— |
| 12 |
Victory THB US Small Opportunities Fund
· THBVX, THBIX
|
7%
|
1.25% |
Victory Capital Management Inc. |
| 13 |
VictoryShares THB Mid Cap ETF
· MDCP
cheaper
|
7%
|
0.55% |
Victory Capital Management Inc. |
| 14 |
Small-Mid Cap Equity Fund
· TSGUX
cheaper
|
7%
|
0.60% |
— |
| 15 |
MassMutual Small Cap Value Equity Fund
|
7%
|
1.10% |
— |
| 16 |
Barrow Hanley US Value Opportunities Fund
cheaper
|
6%
|
0.71% |
— |
| 17 |
Delaware Small Cap Growth Fund
cheaper
|
6%
|
0.89% |
— |
| 18 |
AZL DFA U.S. Small Cap Fund
|
6%
|
0.98% |
Allianz Investment Management LLC |
| 19 |
Guggenheim Risk Managed Real Estate Fund
· GURAX, GURCX, GURIX, GURPX
|
6%
|
1.29% |
— |
| 20 |
VP Mid Cap Value Fund
cheaper
|
6%
|
0.86% |
— |
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