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 | 26% | 0.25% | Invesco Capital Management LLC |
| 2 | VictoryShares US Small Cap High Div Volatility Wtd ETF · CSB cheaper diff. adviser | 24% | 0.35% | Victory Capital Management Inc. |
| 3 | JPMorgan Active Small Cap Value ETF · JPSV diff. adviser | 19% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 4 | First Trust Horizon Managed Volatility Small/Mid ETF · HSMV diff. adviser | 18% | 0.80% | First Trust Advisors L.P. |
| 5 | WisdomTree U.S. SmallCap Dividend Fund · DES cheaper diff. adviser | 17% | 0.38% | WisdomTree Asset Management, Inc. |
| 6 | ETC 6 Meridian Small Cap Equity ETF · SIXS diff. adviser | 17% | 0.50% | Exchange Traded Concepts, LLC |
| 7 | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF · SMLV cheaper diff. adviser | 17% | 0.12% | SSGA Funds Management, Inc. |
| 8 | Timothy Plan US Small Cap Core ETF · TPSC diff. adviser | 16% | 0.52% | Timothy Partners Ltd. |
| 9 | Franklin U.S. Small Cap Multifactor Index ETF · FLQS cheaper diff. adviser | 16% | 0.35% | Franklin Advisory Services, LLC |
| 10 | ProShares Russell U.S. Dividend Growers ETF · TMDV cheaper | 16% | 0.35% | PROSHARE ADVISORS LLC |
| 11 | Invesco High Yield Equity Dividend AchieversTM ETF · PEY diff. adviser | 15% | 0.54% | Invesco Capital Management LLC |
| 12 | CRAWFORD SMALL CAP DIVIDEND FUND · CDOFX diff. adviser | 15% | 0.99% | Crawford Investment Counsel Inc |
| 13 | Virtus NFJ Small-Cap Value Fund · PCVAX, PCVCX, PSVIX, ANFVX diff. adviser | 14% | 0.77% | Virtus Investment Advisers, LLC |
| 14 | Small Cap Value Fund · NOSGX diff. adviser | 14% | 0.51% | NORTHERN TRUST INVESTMENTS, INC. |
| 15 | First Trust NASDAQ ABA Community Bank Index Fund · QABA diff. adviser | 14% | 0.60% | First Trust Advisors L.P. |
| 16 | NAA SMALL CAP VALUE SERIES diff. adviser | 14% | 1.17% | New Age Alpha Advisors, LLC |
| 17 | State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF · ESIX cheaper diff. adviser | 14% | 0.12% | SSGA Funds Management, Inc. |
| 18 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund · DGRS cheaper diff. adviser | 13% | 0.38% | WisdomTree Asset Management, Inc. |
| 19 | 1290 VT GAMCO Small Company Value Portfolio diff. adviser | 13% | 0.80% | Equitable Investment Management Group, LLC |
| 20 | Invesco S&P SmallCap High Dividend Low Volatility ETF · XSHD cheaper diff. adviser | 13% | 0.30% | Invesco Capital Management LLC |
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