LPSV
Lone Peak SMID Value ETF
1W: +0.5%
YTD: +0.1%
$24.27
+0.24 (+1.00%)
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Similar ETFs
20 peers by holdings overlap (27 holdings)
CLFFX
Clifford Capital Partners Fund Investor Class
24.6%
Shared9 holdings
Total32
AUM$166M
Price$25.91
FSCRX
Fidelity Small Cap Discovery Fund
8.6%
Shared3 holdings
Total159
AUM$2.3B
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XHYF
BondBloxx USD High Yield Bond Financial & REIT Sector ETF
8.0%
Shared8 holdings
Total113
AUM$33M
Price$37.00
PZLV
Pzena U.S. Large Cap Value ETF
7.6%
Shared3 holdings
Total39
AUM$36M
Price$30.04
PRN
Invesco Dorsey Wright Industrials Momentum ETF
7.5%
Shared3 holdings
Total45
AUM$386M
Price$201.99
CAMMX
Cambiar SMID Investor
7.2%
Shared3 holdings
Total40
AUM$37M
Price$18.75
FSLCX
Fidelity Commonwealth Trust Fidelity Small Cap Stock Fund
6.9%
Shared3 holdings
Total135
AUM$1.4B
Price$20.25
ACSVACSVACSV
ETF
6.7%
Shared3 holdings
Total50
AUM—
Price—
EPSV
Harbor SMID Cap Value ETF (EPSV)
6.3%
Shared3 holdings
Total60
AUM$5M
Price$29.62
KYC
Corgi ETF Trust I - Corgi Digital Banking & Fintech Infrastructure ETF
6.1%
Shared3 holdings
Total55
AUM—
Price$24.72
FDSCX
Fidelity Stock Selector Small Cap Fund
5.4%
Shared6 holdings
Total222
AUM$7.2B
Price$48.07
FSCIX
Fidelity Advisor Small Cap I
5.3%
Shared5 holdings
Total153
AUM$3.9B
Price$40.67
FSLSX
Fidelity Value Strategies Fund
5.3%
Shared8 holdings
Total185
AUM$2.2B
Price$66.11
OUSM
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF
4.8%
Shared3 holdings
Total111
AUM$840M
Price$46.54
FMPOX
Fidelity Advisor Mid Cap Value I
4.8%
Shared9 holdings
Total183
AUM$4.1B
Price$36.21
FFSM
Fidelity Fundamental Small-Mid Cap ETF
4.7%
Shared6 holdings
Total216
AUM$1.3B
Price$34.49
FSMO
Fidelity Fundamental Small-Mid Cap ETF
4.7%
Shared6 holdings
Total216
AUM$82M
Price$24.76
FFSM.L
Fidelity US Fundamental Small-Mid Cap UCITS ETF Acc
4.5%
Shared6 holdings
Total—
AUM$18M
Price$6.03
NEFJX
Natixis Funds Trust I Vaughan Nelson Small Cap Value Fund
4.4%
Shared3 holdings
Total68
AUM$1.4B
Price$21.75
FHH.TO
First Trust AlphaDEX U.S. Health Care Sector Index ETF
4.4%
Shared3 holdings
Total—
AUM$10M
Price$49.49
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LPSV | — | 25 | 51.3% | 26.4 | 1.8 | 1.6 | 6.5% | 5.2% | 1.10% | +31.0% | +36.3% | 49.6 | 5.5 |
| CLFFX | $166M | 32 | 40.3% | 22.5 | 4.0 | 2.2 | 19.7% | 9.7% | 2.02% | +15.7% | +17.2% | 49.4 | 5.9 |
| FSCRX | $2.3B | 159 | 26.6% | 21.3 | 2.7 | 1.5 | 10.6% | 5.4% | 0.71% | +19.7% | +29.6% | 55.0 | 5.9 |
| XHYF | $33M | 113 | 41.9% | — | — | — | —% | —% | —% | —% | —% | — | — |
| PZLV | $36M | 39 | 38.2% | 14.4 | 1.5 | 0.9 | 9.9% | 6.1% | 2.58% | +15.4% | +7.5% | 47.8 | 6.2 |
| PRN | $386M | 45 | 37.1% | 40.0 | 11.8 | 3.4 | 31.4% | 8.4% | 0.35% | +23.5% | +55.5% | 60.7 | 6.5 |
| CAMMX | $37M | 40 | 29.1% | 23.1 | 2.8 | 2.0 | 12.0% | 8.4% | 1.89% | +7.9% | +21.6% | 54.4 | 6.1 |
| FSLCX | $1.4B | 135 | 20.6% | 21.1 | 2.3 | 2.6 | 6.8% | 7.3% | 0.79% | +22.3% | +31.6% | 53.7 | 5.6 |
| ACSVACSVACSV | — | 50 | 20.8% | 14.8 | 1.4 | 1.1 | 7.1% | 5.3% | 2.50% | +14.8% | +20.8% | 51.3 | 5.7 |
| EPSV | $5M | 60 | 27.1% | 22.9 | 2.3 | 1.4 | 10.0% | 5.8% | 1.48% | +14.1% | +18.2% | 53.5 | 6.3 |
| KYC | — | 55 | 46.0% | 4.9 | 2.0 | 1.2 | 44.8% | 24.6% | 1.08% | +28.4% | +39.8% | 57.4 | 5.8 |