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 | SIMT Small Cap Fund · SLLAX, SMYFX cheaper | 53% | 0.98% | — |
| 2 | SIIT SMALL CAP II FUND · SECAX cheaper | 47% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 3 | SIMT Tax-Managed Small/Mid Cap Fund · STMSX, STMPX | 40% | 0.99% | — |
| 4 | SEI Select Small Cap ETF · SEIS cheaper | 34% | 0.55% | SEI INVESTMENTS MANAGEMENT Corporation |
| 5 | LSV Small Cap Value Fund · LSVQX, LVAQX cheaper | 32% | 0.83% | LSV Asset Management |
| 6 | Acclivity Small Cap Value Fund · AXVNX, AXVIX cheaper | 27% | 0.48% | Innealta Capital, LLC |
| 7 | Touchstone Funds Group Trust-Touchstone Small Cap Value Fund · TVOAX, TVOCX, TVOYX, TVOIX cheaper | 27% | 0.95% | — |
| 8 | Avantis U.S. Small Cap Value ETF · AVUV cheaper | 26% | 0.25% | — |
| 9 | Vericimetry U.S. Small Cap Value Fund · VYSVX cheaper | 26% | 0.61% | — |
| 10 | Avantis U.S. Small Cap Value Fund · AVUVX, AVCNX cheaper | 26% | 0.00% | — |
| 11 | Dimensional US Small Cap Value ETF · DFSV cheaper | 25% | 0.30% | DIMENSIONAL FUND ADVISORS LP |
| 12 | Small Cap Opportunities Trust · JADMX, JADLX, JADPX cheaper | 24% | 0.81% | John Hancock Variable Trust Advisers LLC |
| 13 | PGIM Quant Solutions Small-Cap Value Fund · TASVX, TSVRX, TSVAX, TSVQX, TRACX, PSVDX, PSVKX cheaper | 23% | 0.68% | PGIM INVESTMENTS LLC |
| 14 | SIIT SMALL CAP FUND · SLPAX cheaper | 23% | 0.72% | SEI INVESTMENTS MANAGEMENT Corporation |
| 15 | Dimensional U.S. Targeted Value ETF · DFAT cheaper | 23% | 0.28% | DIMENSIONAL FUND ADVISORS LP |
| 16 | Destinations Small-Mid Cap Equity Fund · DSMFX, DSMZX cheaper | 23% | 0.90% | Brinker Capital Investments, LLC |
| 17 | VANGUARD RUSSELL 2000 VALUE INDEX FUND · VTWV, VRTVX cheaper | 23% | 0.05% | The Vanguard Group, Inc. |
| 18 | U.S. SMALL CAP VALUE PORTFOLIO · DFSVX cheaper | 23% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
| 19 | Sterling Capital Behavioral Small Cap Value Fund · SPSCX, SPSAX, SPSDX, STRBX cheaper | 23% | 0.78% | Sterling Capital Management LLC |
| 20 | Applied Finance IVS US SMID ETF · IVSS cheaper | 23% | 0.59% | Applied Finance Advisors, LLC |
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