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 | PGIM Quant Solutions Small-Cap Value Fund · TASVX, TSVRX, TSVAX, TSVQX, TRACX, PSVDX, PSVKX cheaper diff. adviser | 33% | 0.68% | PGIM INVESTMENTS LLC |
| 2 | Avantis U.S. Small Cap Value ETF · AVUV cheaper | 29% | 0.25% | — |
| 3 | Avantis U.S. Small Cap Value Fund · AVUVX, AVCNX cheaper | 29% | 0.00% | — |
| 4 | VictoryShares US Small Mid Cap Value Momentum ETF · USVM cheaper diff. adviser | 26% | 0.29% | Victory Capital Management Inc. |
| 5 | iShares US Small Cap Value Factor ETF · SVAL cheaper diff. adviser | 26% | 0.20% | BlackRock Fund Advisors |
| 6 | LSV Small Cap Value Fund · LSVQX, LVAQX diff. adviser | 25% | 0.83% | LSV Asset Management |
| 7 | Small-Cap Value Portfolio cheaper diff. adviser | 25% | 0.63% | Pacific Life Fund Advisors LLC |
| 8 | Small Company Fund · ASQIX, ASQAX, ASCQX, ASCRX, ASQCX, ASQGX cheaper diff. adviser | 24% | 0.65% | American Century Investment Management, Inc. |
| 9 | Vericimetry U.S. Small Cap Value Fund · VYSVX cheaper | 23% | 0.61% | — |
| 10 | Acclivity Small Cap Value Fund · AXVNX, AXVIX cheaper diff. adviser | 23% | 0.48% | Innealta Capital, LLC |
| 11 | SIMT Small Cap Value Fund · SMVIX, SESVX, SPVYX | 23% | 0.99% | — |
| 12 | Small-Cap Value Fund · BRSVX diff. adviser | 23% | 0.90% | Bridgeway Capital Management, LLC |
| 13 | Omni Small-Cap Value Fund · BOSVX cheaper diff. adviser | 22% | 0.47% | Bridgeway Capital Management, LLC |
| 14 | Small Cap Opportunities Trust · JADMX, JADLX, JADPX diff. adviser | 22% | 0.81% | John Hancock Variable Trust Advisers LLC |
| 15 | Dimensional US Small Cap Value ETF · DFSV cheaper diff. adviser | 22% | 0.30% | DIMENSIONAL FUND ADVISORS LP |
| 16 | Applied Finance Explorer Fund · AFDVX, AFDZX diff. adviser | 22% | 0.83% | Applied Finance Advisors, LLC |
| 17 | Dimensional U.S. Targeted Value ETF · DFAT cheaper diff. adviser | 21% | 0.28% | DIMENSIONAL FUND ADVISORS LP |
| 18 | EA Bridgeway Omni Small-Cap Value ETF · BSVO cheaper diff. adviser | 21% | 0.45% | Empowered Funds, LLC d/b/a EA Advisers |
| 19 | GMO U.S. Small Cap Value Fund · GCAVX cheaper diff. adviser | 21% | 0.48% | Grantham Mayo van Otterloo & Co LLC |
| 20 | Franklin U.S. Small Cap Equity Fund · LMBAX, LMBCX, LGSCX, LMBRX, LMSIX, LMBMX cheaper diff. adviser | 21% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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