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 | Cambria Shareholder Yield ETF · SYLD cheaper | 29% | 0.59% | Cambria Investment Management, L.P. |
| 2 | GMO U.S. Small Cap Value Fund · GCAVX cheaper diff. adviser | 20% | 0.48% | Grantham Mayo van Otterloo & Co LLC |
| 3 | Euclidean Fundamental Value ETF · ECML diff. adviser | 20% | 0.95% | Empowered Funds, LLC d/b/a EA Advisers |
| 4 | Cambria Micro and SmallCap Shareholder Yield ETF · MYLD | 19% | 1.09% | Cambria Investment Management, L.P. |
| 5 | Harbor Mid Cap Value Fund · HAMVX, HRMVX, HIMVX, HNMVX diff. adviser | 19% | 0.77% | Harbor Capital Advisors, Inc. |
| 6 | Sterling Capital Behavioral Small Cap Value Fund · SPSCX, SPSAX, SPSDX, STRBX diff. adviser | 19% | 0.78% | Sterling Capital Management LLC |
| 7 | Avantis U.S. Small Cap Value ETF · AVUV cheaper | 19% | 0.25% | — |
| 8 | Small-Cap Value Fund · BRSVX diff. adviser | 17% | 0.90% | Bridgeway Capital Management, LLC |
| 9 | Avantis U.S. Small Cap Value Fund · AVUVX, AVCNX cheaper | 17% | 0.00% | — |
| 10 | LSV Small Cap Value Fund · LSVQX, LVAQX diff. adviser | 16% | 0.83% | LSV Asset Management |
| 11 | Small-Cap Value Portfolio cheaper diff. adviser | 16% | 0.63% | Pacific Life Fund Advisors LLC |
| 12 | Themes US Small Cap Cash Flow Champions ETF · SMCF cheaper | 16% | 0.29% | — |
| 13 | Acclivity Small Cap Value Fund · AXVNX, AXVIX cheaper diff. adviser | 16% | 0.48% | Innealta Capital, LLC |
| 14 | PGIM Quant Solutions Small-Cap Value Fund · TASVX, TSVRX, TSVAX, TSVQX, TRACX, PSVDX, PSVKX diff. adviser | 16% | 0.68% | PGIM INVESTMENTS LLC |
| 15 | LSV Value Equity Fund · LSVEX, LVAEX diff. adviser | 16% | 0.67% | LSV Asset Management |
| 16 | First Trust Active Factor Mid Cap ETF · AFMC diff. adviser | 15% | 0.68% | First Trust Advisors L.P. |
| 17 | OneAscent Enhanced Small and Mid Cap ETF · OASC diff. adviser | 15% | 0.69% | OneAscent Investment Solutions, LLC |
| 18 | VictoryShares US Small Mid Cap Value Momentum ETF · USVM cheaper diff. adviser | 15% | 0.29% | Victory Capital Management Inc. |
| 19 | First Trust Active Factor Small Cap ETF · AFSM diff. adviser | 15% | 0.75% | First Trust Advisors L.P. |
| 20 | Franklin U.S. Small Cap Equity Fund · LMBAX, LMBCX, LGSCX, LMBRX, LMSIX, LMBMX diff. adviser | 15% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
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