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 | Fidelity Small-Mid Multifactor ETF · FSMD cheaper diff. adviser | 26% | 0.15% | Fidelity Management & Research Company LLC |
| 2 | Horizon Small/Mid Cap Core Equity ETF | 24% | 0.75% | — |
| 3 | SA U.S. Small Company Fund diff. adviser | 24% | 0.89% | Focus Partners Advisor Solutions, LLC |
| 4 | JNL/DFA U.S. Small Cap Fund cheaper diff. adviser | 23% | 0.63% | Jackson National Asset Management, LLC |
| 5 | WisdomTree U.S. MidCap Fund · EZM cheaper diff. adviser | 23% | 0.38% | WisdomTree Asset Management, Inc. |
| 6 | First Trust Mid Cap Core AlphaDEX Fund · FNX cheaper diff. adviser | 23% | 0.62% | First Trust Advisors L.P. |
| 7 | Horizon Multi-Factor Small/Mid Cap Fund · HSMIX, HSMNX, HSMBX diff. adviser | 22% | 0.97% | HORIZON INVESTMENTS LLC. |
| 8 | Timothy Plan US Small Cap Core ETF · TPSC cheaper diff. adviser | 21% | 0.52% | Timothy Partners Ltd. |
| 9 | Schwab Fundamental U.S. Small Company ETF · FNDA cheaper diff. adviser | 21% | 0.25% | Charles Schwab Investment Management, Inc. |
| 10 | JNL/RAFI Fundamental U.S. Small Cap Fund cheaper diff. adviser | 21% | 0.32% | Jackson National Asset Management, LLC |
| 11 | iShares Morningstar Small-Cap ETF · ISCB cheaper diff. adviser | 21% | 0.04% | BlackRock Fund Advisors |
| 12 | U.S. Sustainability Targeted Value Portfolio cheaper diff. adviser | 21% | 0.33% | DIMENSIONAL FUND ADVISORS LP |
| 13 | Steward Values Enhanced Small-Mid Cap Fund · TRDFX, SCECX, SSMEX, SSMOX cheaper diff. adviser | 21% | 0.53% | Crossmark Global Investments, Inc. |
| 14 | Schwab Fundamental U.S. Small Company Index Fund · SFSNX cheaper diff. adviser | 20% | 0.25% | Charles Schwab Investment Management, Inc. |
| 15 | JPMorgan Small & Mid Cap Enhanced Equity ETF · JMEE cheaper diff. adviser | 20% | 0.24% | J.P. Morgan Investment Management, Inc. |
| 16 | GuideMark Small/Mid Cap Core Fund · GMSMX, GISMX, GSMRX diff. adviser | 20% | 0.82% | AssetMark Inc. |
| 17 | John Hancock Multifactor Small Cap ETF · JHSC cheaper diff. adviser | 20% | 0.42% | John Hancock Investment Management LLC |
| 18 | Dimensional VA U.S. Targeted Value Portfolio cheaper diff. adviser | 20% | 0.29% | DIMENSIONAL FUND ADVISORS LP |
| 19 | U.S. SMALL CAP PORTFOLIO · DFSTX cheaper diff. adviser | 20% | 0.27% | DIMENSIONAL FUND ADVISORS LP |
| 20 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 20% | 0.32% | — |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.