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 | SouthernSun Small Cap Fund · SSSFX, SSSIX | 69% | 1.09% | SouthernSun Asset Management, LLC |
| 2 | Virtus KAR Small-Mid Cap Value Fund · VKSGX, VKSDX, VKSEX, VKSFX cheaper | 14% | 0.82% | — |
| 3 | State Street Institutional Small-Cap Equity Fund · SIVIX, SSQSX cheaper diff. adviser | 13% | 0.75% | SSGA Funds Management, Inc. |
| 4 | State Street Small-Cap Equity V.I.S. Fund · SSSEX diff. adviser | 13% | 1.44% | SSGA Funds Management, Inc. |
| 5 | CHANNING INTRINSIC VALUE SMALL-CAP FUND · OWLLX cheaper diff. adviser | 11% | 0.95% | Channing Capital Management, LLC |
| 6 | LVIP Channing Small Cap Value Fund cheaper diff. adviser | 11% | 0.88% | Lincoln Financial Investments Corporation |
| 7 | Invesco Building & Construction ETF · PKB cheaper diff. adviser | 10% | 0.57% | Invesco Capital Management LLC |
| 8 | ProShares Ultra MidCap400 · MVV cheaper diff. adviser | 9% | 0.95% | PROSHARE ADVISORS LLC |
| 9 | ProShares UltraPro MidCap400 · UMDD cheaper diff. adviser | 9% | 0.95% | PROSHARE ADVISORS LLC |
| 10 | MID-CAP PROFUND · MDPIX, MDPSX diff. adviser | 9% | 1.78% | ProFund Advisors LLC |
| 11 | PROFUND VP ULTRAMID CAP diff. adviser | 9% | 1.68% | ProFund Advisors LLC |
| 12 | ULTRA MID CAP PROFUND · UMPIX, UMPSX diff. adviser | 9% | 1.56% | ProFund Advisors LLC |
| 13 | Virtus KAR Small-Cap Value Series diff. adviser | 8% | 1.10% | Virtus Investment Advisers, LLC |
| 14 | Virtus KAR Small-Cap Value Fund · PQSAX, PQSCX, PXQSX, VQSRX cheaper | 8% | 0.89% | — |
| 15 | Direxion Daily Mid Cap Bull 3X Shares · MIDU cheaper diff. adviser | 8% | 0.99% | RAFFERTY ASSET MANAGEMENT, LLC |
| 16 | Kirr, Marbach Partners Value Fund · KMVAX diff. adviser | 8% | 1.35% | Kirr, Marbach & Company, LLC |
| 17 | DIAMOND HILL SMALL CAP FUND · DHSCX, DHSIX, DHSYX cheaper diff. adviser | 8% | 0.87% | DIAMOND HILL CAPITAL MANAGEMENT, INC. |
| 18 | PRAXIS SMALL CAP INDEX FUND · MMSCX, MMSIX cheaper diff. adviser | 8% | 0.44% | Everence Capital Management, Inc. |
| 19 | AVE MARIA GROWTH FUND · AVEGX cheaper diff. adviser | 8% | 0.91% | Schwartz Investment Counsel, Inc. |
| 20 | Bahl & Gaynor Small/Mid Cap Income Growth ETF · SMIG cheaper diff. adviser | 8% | 0.60% | BAHL & GAYNOR, INC. |
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