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 | WisdomTree U.S. SmallCap Fund · EES cheaper diff. adviser | 27% | 0.38% | WisdomTree Asset Management, Inc. |
| 2 | Distillate Small/Mid Cash Flow ETF · DSMC cheaper | 23% | 0.55% | — |
| 3 | First Trust Small Cap Value AlphaDEX Fund · FYT diff. adviser | 23% | 0.70% | First Trust Advisors L.P. |
| 4 | Hartford Multifactor Small Cap ETF · ROSC cheaper diff. adviser | 23% | 0.34% | Lattice Strategies LLC |
| 5 | VictoryShares Small Cap Free Cash Flow ETF · SFLO cheaper diff. adviser | 23% | 0.49% | Victory Capital Management Inc. |
| 6 | First Trust Active Factor Small Cap ETF · AFSM diff. adviser | 23% | 0.75% | First Trust Advisors L.P. |
| 7 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 22% | 0.25% | — |
| 8 | PGIM Quant Solutions Small-Cap Value Fund · TASVX, TSVRX, TSVAX, TSVQX, TRACX, PSVDX, PSVKX diff. adviser | 22% | 0.68% | PGIM INVESTMENTS LLC |
| 9 | Avantis U.S. Small Cap Equity Fund · AVSBX, AVSCX cheaper | 22% | 0.00% | — |
| 10 | AQR Small Cap Multi-Style Fund · QSMLX, QSMNX, QSERX diff. adviser | 21% | 0.80% | AQR Capital Management, LLc |
| 11 | Small-Cap Value Portfolio diff. adviser | 21% | 0.63% | Pacific Life Fund Advisors LLC |
| 12 | Avantis U.S. Small Cap Value ETF · AVUV cheaper | 21% | 0.25% | — |
| 13 | First Trust Small Cap Core AlphaDEX Fund · FYX cheaper diff. adviser | 21% | 0.58% | First Trust Advisors L.P. |
| 14 | WisdomTree U.S. SmallCap Dividend Fund · DES cheaper diff. adviser | 20% | 0.38% | WisdomTree Asset Management, Inc. |
| 15 | VOYA INDEX PLUS SMALLCAP PORTFOLIO · IPSIX, IPSSX diff. adviser | 20% | 0.60% | Voya Investments, LLC |
| 16 | Sterling Capital Behavioral Small Cap Value Fund · SPSCX, SPSAX, SPSDX, STRBX diff. adviser | 20% | 0.78% | Sterling Capital Management LLC |
| 17 | Omni Small-Cap Value Fund · BOSVX cheaper diff. adviser | 20% | 0.47% | Bridgeway Capital Management, LLC |
| 18 | Avantis U.S. Small Cap Value Fund · AVUVX, AVCNX cheaper | 19% | 0.00% | — |
| 19 | Hotchkis and Wiley Small Cap Diversified Value Fund · HWVIX, HWVAX, HWVZX diff. adviser | 19% | 0.78% | Hotchkis and Wiley Capital Management, LLC |
| 20 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC cheaper diff. adviser | 19% | 0.20% | Goldman Sachs Asset Management, L.P. |
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