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 | Small-Cap Value Fund · BRSVX diff. adviser | 38% | 0.90% | Bridgeway Capital Management, LLC |
| 2 | Sterling Capital Behavioral Small Cap Value Fund · SPSCX, SPSAX, SPSDX, STRBX diff. adviser | 33% | 0.78% | Sterling Capital Management LLC |
| 3 | PD Small-Cap Value Index Portfolio cheaper diff. adviser | 33% | 0.28% | Pacific Life Fund Advisors LLC |
| 4 | Small Cap Value Fund · VVSCX diff. adviser | 33% | 0.84% | The Variable Annuity Life Insurance Company |
| 5 | Fidelity Small Cap Value Index Fund · FISVX cheaper diff. adviser | 33% | 0.05% | Fidelity Management & Research Company LLC |
| 6 | AQR Small Cap Multi-Style Fund · QSMLX, QSMNX, QSERX diff. adviser | 32% | 0.80% | AQR Capital Management, LLc |
| 7 | iShares Russell 2000 Value ETF · IWN cheaper diff. adviser | 32% | 0.24% | BlackRock Fund Advisors |
| 8 | JPMorgan Small Cap Value Portfolio diff. adviser | 32% | 0.77% | Brighthouse Investment Advisers, LLC |
| 9 | JPMorgan Small Cap Value Fund · PSOPX, PSOAX, OSVCX, JSVUX, JSVRX, JSVZX, JSVQX, JSVPX diff. adviser | 32% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 10 | VANGUARD RUSSELL 2000 VALUE INDEX FUND · VTWV, VRTVX cheaper diff. adviser | 31% | 0.05% | The Vanguard Group, Inc. |
| 11 | Franklin U.S. Small Cap Equity Fund · LMBAX, LMBCX, LGSCX, LMBRX, LMSIX, LMBMX diff. adviser | 30% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 12 | First Trust Active Factor Small Cap ETF · AFSM diff. adviser | 30% | 0.75% | First Trust Advisors L.P. |
| 13 | Small Cap Value Fund · NOSGX cheaper diff. adviser | 29% | 0.51% | NORTHERN TRUST INVESTMENTS, INC. |
| 14 | Allspring Disciplined Small Cap Fund · NVSOX, WSCOX, WSCJX, WDSAX cheaper diff. adviser | 29% | 0.50% | Allspring Funds Management, LLC |
| 15 | Omni Small-Cap Value Fund · BOSVX cheaper diff. adviser | 28% | 0.47% | Bridgeway Capital Management, LLC |
| 16 | iShares US Small Cap Value Factor ETF · SVAL cheaper diff. adviser | 28% | 0.20% | BlackRock Fund Advisors |
| 17 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 28% | 0.32% | — |
| 18 | Nationwide Bailard Cognitive Value Fund · NWHDX, NWHEX, NWHFX, NWHGX, NWHHX diff. adviser | 28% | 0.73% | Nationwide Fund Advisors |
| 19 | JPMorgan Diversified Return U.S. Small Cap Equity ETF · JPSE cheaper diff. adviser | 27% | 0.29% | J.P. Morgan Investment Management, Inc. |
| 20 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund cheaper diff. adviser | 27% | 0.38% | Lincoln Financial Investments Corporation |
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