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 | Distillate Small/Mid Cash Flow ETF · DSMC | 16% | 0.55% | — |
| 2 | Cambria Value and Momentum ETF · VAMO | 16% | 0.65% | Cambria Investment Management, L.P. |
| 3 | The Acquirers Fund · ZIG | 15% | 0.75% | Acquirers Funds, LLC |
| 4 | Monarch Volume Factor Dividend Tree Index ETF · MVFD | 14% | 1.19% | Kingsview Wealth Management LLC |
| 5 | State Street(R) SPDR(R) S&P(R) Bank ETF · KBE | 13% | 0.35% | SSGA Funds Management, Inc. |
| 6 | PROFUND VP BANKS | 13% | 1.68% | ProFund Advisors LLC |
| 7 | FT Vest SMID Rising Dividend Achievers Target Income ETF · SDVD | 13% | 0.85% | First Trust Advisors L.P. |
| 8 | First Trust SMID Cap Rising Dividend Achievers ETF · SDVY | 13% | 0.58% | — |
| 9 | First Trust Energy AlphaDEX Fund · FXN | 12% | 0.63% | First Trust Advisors L.P. |
| 10 | State Street(R) SPDR(R) S&P(R) Insurance ETF · KIE | 12% | 0.35% | SSGA Funds Management, Inc. |
| 11 | First Trust Small Cap BuyWrite Income ETF · FTKI | 12% | 0.85% | First Trust Advisors L.P. |
| 12 | Invesco S&P SmallCap Financials ETF · PSCF | 12% | 0.29% | Invesco Capital Management LLC |
| 13 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF · KRE | 12% | 0.35% | SSGA Funds Management, Inc. |
| 14 | BANKS ULTRASECTOR PROFUND · BKPIX, BKPSX | 11% | 1.69% | ProFund Advisors LLC |
| 15 | JAMES SMALL CAP FUND · JASCX | 11% | 1.51% | James Investment Research, Inc. |
| 16 | First Trust Financials AlphaDEX Fund · FXO | 11% | 0.60% | First Trust Advisors L.P. |
| 17 | Invesco S&P SmallCap Quality ETF · XSHQ | 11% | 0.29% | Invesco Capital Management LLC |
| 18 | Small Company Fund · ASQIX, ASQAX, ASCQX, ASCRX, ASQCX, ASQGX | 11% | 0.65% | American Century Investment Management, Inc. |
| 19 | GMO U.S. Small Cap Value Fund · GCAVX | 11% | 0.48% | Grantham Mayo van Otterloo & Co LLC |
| 20 | Allspring Disciplined Small Cap Fund · NVSOX, WSCOX, WSCJX, WDSAX | 11% | 0.50% | Allspring Funds Management, LLC |
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