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 | Euclidean Fundamental Value ETF · ECML diff. adviser | 11% | 0.95% | Empowered Funds, LLC d/b/a EA Advisers |
| 2 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL diff. adviser | 10% | 0.40% | PROSHARE ADVISORS LLC |
| 3 | POLARIS GLOBAL VALUE FUND · PGVFX diff. adviser | 10% | 0.99% | Polaris Capital Management, LLC |
| 4 | Hartford Multifactor Small Cap ETF · ROSC diff. adviser | 10% | 0.34% | Lattice Strategies LLC |
| 5 | Reinhart Mid Cap PMV Fund · RPMMX, RPMVX, RPMNX diff. adviser | 9% | 0.90% | Reinhart Partners LLC |
| 6 | Amplify Small-Mid Cap Equity ETF · SMAP | 9% | 0.60% | — |
| 7 | VY(R) COLUMBIA SMALL CAP VALUE II PORTFOLIO · ICSAX, ICISX, ICSSX, ICVPX, VYRDX diff. adviser | 9% | 0.86% | Voya Investments, LLC |
| 8 | RMB SMID Cap Fund · RMBMX diff. adviser | 9% | 0.81% | Curi RMB Capital, LLC |
| 9 | First Trust SMID Capital Strength ETF · FSCS diff. adviser | 9% | — | First Trust Advisors L.P. |
| 10 | Royce Capital Fund - Small-Cap Portfolio · RCPFX, RCSSX diff. adviser | 9% | 1.14% | Royce Investment Partners |
| 11 | Royce Small-Cap Value Fund · RYVFX, RVVHX diff. adviser | 9% | 1.24% | Royce Investment Partners |
| 12 | Columbia Small Cap Value and Inflection Fund · COVAX, CCTRX, NSVAX, CRRRX, CRRYX, NSVBX diff. adviser | 9% | 0.77% | Columbia Management Investment Advisers, LLC |
| 13 | William Blair Small-Mid Cap Value Fund · ISMVX, RSMVX diff. adviser | 9% | 0.80% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 14 | Boston Trust Walden Small Cap Fund · BOSOX diff. adviser | 9% | 1.00% | Boston Trust Walden Inc. |
| 15 | Small Cap Core Portfolio I diff. adviser | 9% | — | UBS Trust Company of Puerto Rico |
| 16 | Fidelity Small Cap Discovery Fund · FSCRX diff. adviser | 9% | 0.91% | Fidelity Management & Research Company LLC |
| 17 | Cambiar Small Cap Fund · CAMSX, CAMZX diff. adviser | 9% | 0.90% | Cambiar Investors, LLC |
| 18 | Fidelity Series Small Cap Discovery Fund · FJACX diff. adviser | 9% | 0.00% | Fidelity Management & Research Company LLC |
| 19 | William Blair Small Cap Value Fund · WBVNX, ICSCX, WBVRX diff. adviser | 8% | 0.79% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 20 | Janus Henderson Small Cap Value Fund · JSIVX, JSCVX, JDSAX, JCSCX, JSCOX, JDSRX, JISCX, JNPSX, JDSNX diff. adviser | 8% | 0.98% | Janus Henderson Investors US LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.