Overview Holdings Performance Dividends Similar Etfs Correlations

1 Stock and 99 ETF MGMT (BALLAST SMALL/MID CAP ETF) alternatives

The most close MGMT (BALLAST SMALL/MID CAP ETF) alternative is ETF DFAS (DIMENSIONAL U.S. SMALL CAP ETF). The correlation is 0.9314.

Stocks that highly correlated with MGMT

Symbol	Name	Market cap	Sector	Industry	Correlation
TTAM	Titan America SA	$3.15B	Basic Materials	Building Materials	0.89

ETFs that highly correlated with MGMT

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
DFAS	DIMENSIONAL U.S. SMALL CAP ETF	$15B	0.26%	Dec 15, 1998	0.93
DFAT	DIMENSIONAL U.S. TARGETED VALUE ETF	$14B	0.28%	Dec 11, 1998	0.93
SAEF	SCHWAB ARIEL ESG ETF	$27M	0.59%	Nov 15, 2021	0.93
SMDX	INTECH S&P SMALL-MID CAP DIVERSIFIED ALPHA ETF	$133M	0.35%	Feb 27, 2025	0.93
AVSC	AVANTIS U.S. SMALL CAP EQUITY ETF	$3B	0.25%	Jan 11, 2022	0.93
DFSV	DIMENSIONAL US SMALL CAP VALUE ETF	$7.90B	0.30%	Feb 23, 2022	0.93
KFEB	Innovator U.S. Small Cap Power Buffer ETF February	$41M	0.79%	Jan 31, 2025	0.92
QVMS	INVESCO S&P SMALLCAP 600 QVM MULTI-FACTOR ETF	$254M	0.15%	Jun 30, 2021	0.92
TSME	THRIVENT SMALL-MID CAP EQUITY ETF	$1.10B	0.65%	Oct 5, 2022	0.92
FGSM	FRONTIER ASSET GLOBAL SMALL CAP EQUITY ETF	$51M	0.82%	Dec 19, 2024	0.92
JMEE	JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF	$2.90B	0.24%	Jul 31, 1998	0.92
MSSM	MORGAN STANLEY PATHWAY SMALL-MID CAP EQUITY ETF	$762M	0.62%	Nov 18, 1991	0.92
RYLG	GLOBAL X RUSSELL 2000 COVERED CALL & GROWTH ETF	$8.40M	0.35%	Oct 4, 2022	0.91
QVMM	INVESCO S&P MIDCAP 400 QVM MULTI-FACTOR ETF	$434M	0.15%	Jun 30, 2021	0.90
EBI	LONGVIEW ADVANTAGE ETF	$662M	0.24%	Feb 25, 2025	0.90
CGMM	CAPITAL GROUP U.S. SMALL AND MID CAP ETF SHARE CLASS	$3.10B	0.51%	Jan 14, 2025	0.90
CCFE	CONCOURSE CAPITAL FOCUSED EQUITY ETF	$39M	0.95%	Jun 11, 2025	0.90
BGDV	BAHL & GAYNOR DIVIDEND ETF	$805M	0.45%	Dec 11, 2024	0.90
HWSM	HOTCHKIS & WILEY SMID CAP DIVERSIFIED VALUE FUND	$2.80M	0.55%	Mar 28, 2025	0.90
DSMC	DISTILLATE SMALL/MID CASH FLOW ETF	$129M	0.55%	Oct 5, 2022	0.90
FNDA	SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF	$9.30B	0.25%	Aug 15, 2013	0.89
QIDX	INDEXPERTS QUALITY EARNINGS FOCUSED ETF	$39M	0.50%	Dec 31, 2024	0.89
MYLD	CAMBRIA MICRO AND SMALLCAP SHAREHOLDER YIELD ETF	$28M	1.09%	Jan 3, 2024	0.89
STXK	STRIVE SMALL-CAP ETF	$84M	0.18%	Nov 9, 2022	0.89
SFEB	FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY	$125M	0.90%	Feb 16, 2024	0.89
BUFS	FT VEST LADDERED SMALL CAP MODERATE BUFFER ETF	$169M	1.01%	May 29, 2024	0.89
STXM	STRIVE MID-CAP ETF	$22M	0.18%	Apr 10, 2024	0.89
RDVI	FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF	$3.50B	0.75%	Oct 19, 2022	0.89
EBIT	HARBOR ALPHAEDGE SMALL CAP EARNERS ETF	$12M	0.29%	Jul 9, 2024	0.89
KDEC	Innovator U.S. Small Cap Power Buffer ETF December	$84M	0.79%	Nov 29, 2024	0.89
SEIS	SEI SELECT SMALL CAP ETF	$582M	0.55%	Oct 8, 2024	0.88
SDVD	FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF	$893M	0.85%	Aug 9, 2023	0.88
CPHY	Fm Compoundr High Yield Bond ETF	$6.20M	0.35%	Aug 11, 2025	0.88
SLYV	STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF	$4.80B	0.15%	Sep 25, 2000	0.88
EZM	WISDOMTREE U.S. MIDCAP FUND	$939M	0.38%	Feb 23, 2007	0.88
VIOV	VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND ETF SHARES	$2B	0.10%	Sep 7, 2010	0.88
IJS	ISHARES S&P SMALL-CAP 600 VALUE ETF	$8B	0.18%	Jul 24, 2000	0.88
RSDE	FT VEST U.S. EQUITY EQUAL WEIGHT BUFFER ETF - DECEMBER	$70M	0.85%	Dec 19, 2024	0.88
LST	LEUTHOLD SELECT INDUSTRIES ETF	$120M	0.65%	Jun 19, 2000	0.88
MAVF	MATRIX ADVISORS VALUE ETF	$91M	0.75%	Jul 1, 1996	0.88
AVMV	AVANTIS U.S. MID CAP VALUE ETF	$673M	0.20%	Nov 7, 2023	0.88
IQSM	NYLI CANDRIAM U.S. MID CAP EQUITY ETF	$337M	0.15%	Oct 24, 2022	0.88
EES	WISDOMTREE U.S. SMALLCAP FUND	$724M	0.38%	Feb 23, 2007	0.88
RSSL	GLOBAL X RUSSELL 2000 ETF	$1.50B	0.08%	Jun 4, 2024	0.88
AVLV	AVANTIS U.S. LARGE CAP VALUE ETF	$17B	0.15%	Sep 21, 2021	0.88
DGRS	WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND	$400M	0.38%	Jul 25, 2013	0.88
AVUV	AVANTIS U.S. SMALL CAP VALUE ETF	$29B	0.25%	Sep 24, 2019	0.88
DXUV	DIMENSIONAL US VECTOR EQUITY ETF	$485M	0.25%	Sep 10, 2024	0.88
ROSC	HARTFORD MULTIFACTOR SMALL CAP ETF	$62M	0.34%	Mar 23, 2015	0.88
TPSC	TIMOTHY PLAN US SMALL CAP CORE ETF	$357M	0.52%	Dec 2, 2019	0.88
MCDS	JPMORGAN FUNDAMENTAL DATA SCIENCE MID CORE ETF	$8.20M	0.35%	Aug 7, 2024	0.88
IJR	ISHARES CORE S&P SMALL-CAP ETF	$111B	0.06%	May 22, 2000	0.88
HAPS	HARBOR HUMAN CAPITAL FACTOR US SMALL CAP ETF	$172M	0.61%	Apr 12, 2023	0.88
VIOO	VANGUARD S&P SMALL-CAP 600 INDEX FUND ETF SHARES	$6.40B	0.07%	Sep 7, 2010	0.88
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND ETF SHARES	$68B	0.05%	Jan 26, 2004	0.88
SAA	PROSHARES ULTRA SMALLCAP600	$31M	N/A	Jan 23, 2007	0.88
SPSM	STATE STREET(R) SPDR(R) PORTFOLIO S&P 600(TM) SMALL CAP ETF	$17B	0.03%	Jul 8, 2013	0.88
RZV	INVESCO S&P SMALLCAP 600 PURE VALUE ETF	$285M	0.35%	Mar 1, 2006	0.88
SMLF	ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF	$4.20B	0.15%	Apr 28, 2015	0.87
VFMF	VANGUARD U.S. MULTIFACTOR ETF ETF SHARES	$703M	0.18%	Feb 13, 2018	0.87
ETHO	Amplify Etho Climate Leadership U.S. ETF	$190M	0.45%	Nov 18, 2015	0.87
ELM	ELM MARKET NAVIGATOR ETF	$578M	0.24%	Feb 10, 2025	0.87
SMOT	VANECK MORNINGSTAR SMID MOAT ETF	$334M	0.49%	Oct 4, 2022	0.87
BFOR	BARRON'S 400 ETF	$229M	0.65%	Jun 3, 2013	0.87
YFYA	YIELDS FOR YOU INCOME STRATEGY A ETF	$23M	1.25%	Jan 30, 2025	0.87
SDVY	FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF	$11B	0.58%	Nov 1, 2017	0.87
FTXR	FIRST TRUST NASDAQ TRANSPORTATION ETF	$1.10B	0.60%	Sep 20, 2016	0.87
XJR	ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF	$161M	0.12%	Sep 22, 2020	0.87
OVS	OVERLAY SHARES SMALL CAP EQUITY ETF	$32M	0.83%	Sep 30, 2019	0.87
KJUN	Innovator U.S. Small Cap Power Buffer ETF - June	$60M	0.79%	May 31, 2024	0.87
QSML	WISDOMTREE U.S. SMALLCAP QUALITY GROWTH FUND	$12M	0.38%	Jan 23, 2024	0.87
FYX	FIRST TRUST SMALL CAP CORE ALPHADEX FUND	$1.40B	0.58%	May 8, 2007	0.87
RWJ	INVESCO S&P SMALLCAP 600 REVENUE ETF	$2B	0.39%	Feb 19, 2008	0.87
AVMC	AVANTIS U.S. MID CAP EQUITY ETF	$441M	0.18%	Nov 7, 2023	0.87
IWMI	NEOS RUSSELL 2000 HIGH INCOME ETF	$1B	0.68%	Jun 24, 2024	0.87
PSCI	INVESCO S&P SMALLCAP INDUSTRIALS ETF	$192M	0.29%	Apr 7, 2010	0.87
ISCB	ISHARES MORNINGSTAR SMALL-CAP ETF	$287M	0.04%	Jun 28, 2004	0.87
SMAP	AMPLIFY SMALL-MID CAP EQUITY ETF	$1.30M	0.60%	Oct 22, 2024	0.87
IVOV	VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES	$1.50B	0.10%	Sep 7, 2010	0.87
FDM	FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND	$265M	0.60%	Sep 27, 2005	0.87
IJJ	ISHARES S&P MID-CAP 400 VALUE ETF	$8.70B	0.18%	Jul 24, 2000	0.87
PRFZ	INVESCO FTSE RAFI US 1500 SMALL-MID ETF	$2.90B	0.34%	Sep 20, 2006	0.87
FNX	FIRST TRUST MID CAP CORE ALPHADEX FUND	$1.40B	0.62%	May 8, 2007	0.87
FNK	FIRST TRUST MID CAP VALUE ALPHADEX FUND	$221M	0.74%	Apr 19, 2011	0.87
JPSE	JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF	$594M	0.29%	Nov 15, 2016	0.87
MDYV	STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF	$2.70B	0.15%	Nov 8, 2005	0.87
ISCV	ISHARES MORNINGSTAR SMALL-CAP VALUE ETF	$685M	0.06%	Jun 28, 2004	0.87
BSVO	EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF	$2.40B	0.45%	Dec 31, 2010	0.87
JFLI	JPMORGAN FLEXIBLE INCOME ETF	$49M	0.35%	Feb 12, 2025	0.87
IWN	ISHARES RUSSELL 2000 VALUE ETF	$15B	0.24%	Jul 24, 2000	0.87
VTWV	VANGUARD RUSSELL 2000 VALUE INDEX FUND ETF SHARES	$1.40B	0.06%	Sep 20, 2010	0.87
XLBI	STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) PREMIUM INCOME ETF	$6.90M	0.35%	Jul 29, 2025	0.87
CPSF	CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF FEBRUARY	$34M	0.69%	Jan 31, 2025	0.87
GRPZ	Invesco S&P SmallCap 600 GARP ETF	$2.60M	0.35%	Mar 27, 2024	0.87
VFVA	VANGUARD U.S. VALUE FACTOR ETF ETF SHARES	$845M	0.13%	Feb 13, 2018	0.87
JHSC	JOHN HANCOCK MULTIFACTOR SMALL CAP ETF	$687M	0.42%	Nov 8, 2017	0.87
XJH	ISHARES ESG SELECT SCREENED S&P MID-CAP ETF	$420M	0.12%	Sep 22, 2020	0.87
DFUV	DIMENSIONAL US MARKETWIDE VALUE ETF	$15B	0.21%	Dec 16, 1998	0.86
PSC	Principal U.S. Small-Cap ETF	$2.30B	0.38%	Sep 21, 2016	0.86