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 | New Opportunities Fund · JISOX, JASOX, JWSOX, JBSOX, JHSOX, JSSOX, JUSOX cheaper | 14% | 0.84% | — |
| 2 | FIIG US SMALL CAP EQUITY · IUSCX cheaper diff. adviser | 14% | 0.75% | Fisher Asset Management LLC |
| 3 | Nuveen Small Cap Select ETF · NSCS cheaper diff. adviser | 13% | 0.86% | Nuveen Fund Advisors, LLC |
| 4 | AlphaMark Actively Managed Small Cap ETF · SMCP cheaper | 12% | 0.90% | — |
| 5 | Fidelity Advisor Series Small Cap Fund · FSSFX cheaper diff. adviser | 11% | 0.01% | Fidelity Management & Research Company LLC |
| 6 | VictoryShares US Small Cap Volatility Wtd ETF · CSA cheaper | 10% | 0.35% | Victory Capital Management Inc. |
| 7 | VictoryShares US Discovery Enhanced Volatility Wtd ETF · CSF cheaper | 10% | 0.41% | Victory Capital Management Inc. |
| 8 | Series Q (Small Cap Value Series) cheaper | 9% | 1.13% | — |
| 9 | MassMutual Small Cap Value Equity Fund cheaper | 8% | 1.10% | — |
| 10 | HSBC Radiant U.S. Smaller Companies Portfolio diff. adviser | 8% | — | HSBC Global Asset Management (USA) Inc. |
| 11 | Victory RS Small Cap Growth Equity VIP Series cheaper | 8% | 0.88% | Victory Capital Management Inc. |
| 12 | Small Cap Value Fund cheaper | 8% | 0.97% | — |
| 13 | Allspring Small Company Growth Portfolio diff. adviser | 8% | — | Allspring Funds Management, LLC |
| 14 | abrdn Focused U.S. Small Cap Equity Fund · GGUIX cheaper diff. adviser | 8% | 0.90% | abrdn Inc. |
| 15 | BrandywineGLOBAL - Small Cap Value Fund cheaper | 7% | 1.12% | — |
| 16 | Guggenheim SMid Cap Value Fund · SEVAX, SEVSX, SEVPX, SVUIX cheaper | 7% | 0.94% | — |
| 17 | Series V (SMid Cap Value Series) cheaper | 7% | 0.88% | — |
| 18 | Allspring Discovery Small Cap Growth Fund · EGWAX, EGRYX, EGWDX, EGWCX, EGWRX cheaper diff. adviser | 7% | 0.80% | Allspring Funds Management, LLC |
| 19 | UBS U.S. SMALL CAP GROWTH FUND · BNSCX, BISCX cheaper diff. adviser | 7% | 0.15% | UBS Asset Management (Americas) LLC |
| 20 | TEXAS CAPITAL TEXAS SMALL CAP EQUITY INDEX ETF cheaper diff. adviser | 6% | 0.49% | Texas Capital Bank Private Wealth Advisors |
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