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 | Boston Trust SMID Cap Fund · BTSMX cheaper | 86% | 0.75% | Boston Trust Walden Inc. |
| 2 | Boston Trust Walden Midcap Fund · WAMFX | 54% | 1.00% | Boston Trust Walden Inc. |
| 3 | Boston Trust Midcap Fund · BTMFX cheaper | 53% | 0.98% | Boston Trust Walden Inc. |
| 4 | JOHNSON OPPORTUNITY FUND · JOPPX cheaper diff. adviser | 29% | 0.90% | Johnson Investment Counsel, Inc. |
| 5 | Boston Trust Walden Small Cap Fund · BOSOX | 29% | 1.00% | Boston Trust Walden Inc. |
| 6 | First Trust SMID Capital Strength ETF · FSCS diff. adviser | 23% | — | First Trust Advisors L.P. |
| 7 | Eaton Vance Atlanta Capital SMID-Cap Fund · EAASX, EISMX, ERSMX, ECASX, ERASX cheaper diff. adviser | 20% | 0.81% | Boston Management and Research |
| 8 | Small-MidCap Dividend Income Fund · PMDAX, PMDIX, PMDDX, PMDHX cheaper diff. adviser | 19% | 0.78% | Principal Global Investors, LLC |
| 9 | ProShares S&P MidCap 400 Dividend Aristocrats ETF · REGL cheaper diff. adviser | 19% | 0.40% | PROSHARE ADVISORS LLC |
| 10 | Victory Sycamore Established Value Fund · VETAX, GETGX, VEVIX, VEVYX, VEVRX, VEVCX cheaper diff. adviser | 18% | 0.54% | Victory Capital Management Inc. |
| 11 | Trillium ESG Small/Mid Cap Fund · TSMDX cheaper diff. adviser | 18% | 0.97% | JOHCM (USA) Inc. |
| 12 | Nicholas II, Inc. · NCTWX, NNTWX cheaper diff. adviser | 18% | 0.59% | Nicholas Company, Inc. |
| 13 | First Trust SMID Cap Rising Dividend Achievers ETF · SDVY cheaper | 18% | 0.58% | — |
| 14 | CTIVP - Victory Sycamore Established Value Fund cheaper diff. adviser | 17% | 0.82% | Columbia Management Investment Advisers, LLC |
| 15 | FT Vest SMID Rising Dividend Achievers Target Income ETF · SDVD cheaper diff. adviser | 17% | 0.85% | First Trust Advisors L.P. |
| 16 | ALPS | OShares U.S. Small-Cap Quality Dividend ETF · OUSM cheaper diff. adviser | 17% | 0.48% | ALPS Advisors, Inc. |
| 17 | NVIT Victory Mid Cap Value Fund cheaper diff. adviser | 17% | 0.87% | Nationwide Fund Advisors |
| 18 | Victory Sycamore Mid Cap Value Portfolio cheaper diff. adviser | 16% | 0.60% | Brighthouse Investment Advisers, LLC |
| 19 | VOYA MULTI-MANAGER MID CAP VALUE FUND · IMCVX cheaper diff. adviser | 15% | 0.07% | Voya Investments, LLC |
| 20 | Voya VACS Series MCV Fund · VVJEX cheaper diff. adviser | 15% | 0.15% | Voya Investments, LLC |
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