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 | Invesco S&P SmallCap Low Volatility ETF · XSLV cheaper diff. adviser | 24% | 0.25% | Invesco Capital Management LLC |
| 2 | ETC 6 Meridian Low Beta Equity Strategy ETF · SIXL cheaper | 20% | 0.46% | Exchange Traded Concepts, LLC |
| 3 | Invesco S&P SmallCap 600 GARP ETF cheaper diff. adviser | 17% | 0.35% | Invesco Capital Management LLC |
| 4 | ProShares Russell 2000 Dividend Growers ETF · SMDV cheaper diff. adviser | 17% | 0.40% | PROSHARE ADVISORS LLC |
| 5 | Euclidean Fundamental Value ETF · ECML diff. adviser | 15% | 0.95% | Empowered Funds, LLC d/b/a EA Advisers |
| 6 | GMO U.S. Small Cap Value Fund · GCAVX cheaper diff. adviser | 15% | 0.48% | Grantham Mayo van Otterloo & Co LLC |
| 7 | Invesco S&P SmallCap Quality ETF · XSHQ cheaper diff. adviser | 14% | 0.29% | Invesco Capital Management LLC |
| 8 | Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF · SCOW diff. adviser | 14% | 0.59% | Pacer Advisors, Inc. |
| 9 | SGI Small Cap Core Fund · BOGIX diff. adviser | 14% | 1.23% | Summit Global Investment, LLC |
| 10 | First Trust Small Cap Value AlphaDEX Fund · FYT diff. adviser | 13% | 0.70% | First Trust Advisors L.P. |
| 11 | Invesco S&P SmallCap High Dividend Low Volatility ETF · XSHD cheaper diff. adviser | 13% | 0.30% | Invesco Capital Management LLC |
| 12 | Distillate Small/Mid Cash Flow ETF · DSMC | 13% | 0.55% | — |
| 13 | Invesco S&P SmallCap Utilities & Communication Services ETF · PSCU cheaper diff. adviser | 13% | 0.29% | Invesco Capital Management LLC |
| 14 | VictoryShares US Small Cap High Div Volatility Wtd ETF · CSB cheaper diff. adviser | 12% | 0.35% | Victory Capital Management Inc. |
| 15 | Royce Quant Small-Cap Quality Value ETF · SQLV diff. adviser | 12% | 0.60% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 16 | Abacus FCF Small Cap Leaders ETF · ABLS cheaper | 12% | 0.39% | — |
| 17 | Disciplined U.S. Small Cap Equity Portfolio · GQSCX, GQSIX diff. adviser | 12% | 0.65% | Glenmede Investment Management LP |
| 18 | Invesco S&P SmallCap Value with Momentum ETF · XSVM cheaper diff. adviser | 12% | 0.37% | Invesco Capital Management LLC |
| 19 | Cambria Micro and SmallCap Shareholder Yield ETF · MYLD diff. adviser | 12% | 1.09% | Cambria Investment Management, L.P. |
| 20 | Applied Finance IVS US SMID ETF · IVSS diff. adviser | 12% | 0.59% | Applied Finance Advisors, LLC |
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