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 diff. adviser | 28% | 0.68% | PGIM INVESTMENTS LLC |
| 2 | iShares Russell 2000 Value ETF · IWN | 27% | 0.24% | BlackRock Fund Advisors |
| 3 | Omni Small-Cap Value Fund · BOSVX diff. adviser | 26% | 0.47% | Bridgeway Capital Management, LLC |
| 4 | Small-Cap Value Fund · BRSVX diff. adviser | 26% | 0.90% | Bridgeway Capital Management, LLC |
| 5 | Sterling Capital Behavioral Small Cap Value Fund · SPSCX, SPSAX, SPSDX, STRBX diff. adviser | 26% | 0.78% | Sterling Capital Management LLC |
| 6 | EA Bridgeway Omni Small-Cap Value ETF · BSVO diff. adviser | 26% | 0.45% | Empowered Funds, LLC d/b/a EA Advisers |
| 7 | VANGUARD RUSSELL 2000 VALUE INDEX FUND · VTWV, VRTVX cheaper diff. adviser | 25% | 0.05% | The Vanguard Group, Inc. |
| 8 | Avantis U.S. Small Cap Value ETF · AVUV | 25% | 0.25% | — |
| 9 | Avantis U.S. Small Cap Value Fund · AVUVX, AVCNX cheaper | 24% | 0.00% | — |
| 10 | Small Cap Value Fund · VVSCX diff. adviser | 24% | 0.84% | The Variable Annuity Life Insurance Company |
| 11 | Small Cap Value Fund · NOSGX diff. adviser | 23% | 0.51% | NORTHERN TRUST INVESTMENTS, INC. |
| 12 | JPMorgan Small Cap Value Portfolio diff. adviser | 23% | 0.77% | Brighthouse Investment Advisers, LLC |
| 13 | JPMorgan Small Cap Value Fund · PSOPX, PSOAX, OSVCX, JSVUX, JSVRX, JSVZX, JSVQX, JSVPX diff. adviser | 23% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 14 | PD Small-Cap Value Index Portfolio diff. adviser | 23% | 0.28% | Pacific Life Fund Advisors LLC |
| 15 | VictoryShares US Small Mid Cap Value Momentum ETF · USVM diff. adviser | 22% | 0.29% | Victory Capital Management Inc. |
| 16 | Avantis U.S. Small Cap Equity ETF · AVSC | 22% | 0.25% | — |
| 17 | Fidelity Small Cap Value Index Fund · FISVX cheaper diff. adviser | 22% | 0.05% | Fidelity Management & Research Company LLC |
| 18 | Vericimetry U.S. Small Cap Value Fund · VYSVX | 22% | 0.61% | — |
| 19 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND · VIOV, VSMVX cheaper diff. adviser | 21% | 0.03% | The Vanguard Group, Inc. |
| 20 | SMALL-CAP VALUE PROFUND · SVPIX, SVPSX diff. adviser | 21% | 1.78% | ProFund Advisors LLC |
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