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 | HARTFORD SMALL CAP VALUE FUND · HSMAX, HTSCX, HSMYX, HSMRX, HSMSX, HSMTX, HSEIX, HSMFX, HSMVX diff. adviser | 31% | 0.81% | Hartford Funds Management Company, LLC |
| 2 | NYLI VP Wellington Small Cap Portfolio diff. adviser | 27% | 0.75% | New York Life Investment Management LLC |
| 3 | Ariel Fund · ARGFX, ARAIX | 27% | 0.70% | Ariel Investments, LLC |
| 4 | Schwab Ariel Opportunities ETF · SAEF diff. adviser | 27% | 0.59% | Charles Schwab Investment Management, Inc. |
| 5 | Ariel Appreciation Fund · CAAPX, CAAIX | 25% | 0.84% | Ariel Investments, LLC |
| 6 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND · VIOV, VSMVX cheaper diff. adviser | 17% | 0.03% | The Vanguard Group, Inc. |
| 7 | John Hancock Multifactor Small Cap ETF · JHSC cheaper diff. adviser | 17% | 0.42% | John Hancock Investment Management LLC |
| 8 | PROFUND VP SMALLCAP VALUE diff. adviser | 16% | 1.68% | ProFund Advisors LLC |
| 9 | SMALL-CAP VALUE PROFUND · SVPIX, SVPSX diff. adviser | 16% | 1.78% | ProFund Advisors LLC |
| 10 | Timothy Plan US Small Cap Core ETF · TPSC cheaper diff. adviser | 16% | 0.52% | Timothy Partners Ltd. |
| 11 | VictoryShares US Small Mid Cap Value Momentum ETF · USVM cheaper diff. adviser | 16% | 0.29% | Victory Capital Management Inc. |
| 12 | Dimensional US Small Cap Value ETF · DFSV cheaper diff. adviser | 15% | 0.30% | DIMENSIONAL FUND ADVISORS LP |
| 13 | iShares S&P Small-Cap 600 Value ETF · IJS cheaper diff. adviser | 15% | 0.18% | BlackRock Fund Advisors |
| 14 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF · SLYV cheaper diff. adviser | 15% | 0.15% | SSGA Funds Management, Inc. |
| 15 | Acclivity Small Cap Value Fund · AXVNX, AXVIX cheaper diff. adviser | 15% | 0.48% | Innealta Capital, LLC |
| 16 | U.S. SMALL CAP VALUE PORTFOLIO · DFSVX cheaper diff. adviser | 15% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
| 17 | U.S. Sustainability Targeted Value Portfolio cheaper diff. adviser | 15% | 0.33% | DIMENSIONAL FUND ADVISORS LP |
| 18 | Dimensional U.S. Targeted Value ETF · DFAT cheaper diff. adviser | 15% | 0.28% | DIMENSIONAL FUND ADVISORS LP |
| 19 | Small Cap Opportunities Trust · JADMX, JADLX, JADPX diff. adviser | 14% | 0.81% | John Hancock Variable Trust Advisers LLC |
| 20 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND · VSTCX cheaper diff. adviser | 14% | 0.21% | The Vanguard Group, Inc. |
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