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  • Eagle Small Cap Core Value A
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EGEAX - Eagle Small Cap Core Value A

  • Fund Family Name: Eagle Funds
  • Expense Ratio: 1.46%
  • ETFdb.com Category: Small Cap Blend Equities
  • Benchmark Index Name: Russell 2000 Index
  • Benchmark Index Description: The Russell 2000 Index measures the performance of the small-cap segment of the U.S. equity universe and is comprised of the smallest 2000 companies in the Russell 3000 Index, representing approximately 10% of the total market capitalization of that Index. It includes approximately 2000 of the smallest securities based on a combination of their market cap and current index membership.
Learn more about EGEAX at MutualFunds.com

ETF Alternatives To This Mutual Fund

In the tables below, ETFdb.com presents recommended exchange traded fund (ETF) alternatives to the mutual fund EGEAX. These recommendations are powered by ETFdb's Mutual Fund to ETF Converter tool.

How ETFdb.com has selected ETF alternatives to EGEAX: The mutual fund EGEAX has been benchmarked by Eagle Funds against an index, Russell 2000 Index, in its fund prospectus. The ETF alternatives to EGEAX listed below consist of (1) ETFs which track Russell 2000 Index, and (2) ETFs which track other indexes in the same ETFdb.com Category as Russell 2000 Index.

ETFs Linked To Russell 2000 Index

The following table presents exchange traded funds linked to Russell 2000 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
IWM iShares Russell 2000 ETF $79,656,100 20.58% 0.19%
VTWO Vanguard Russell 2000 ETF $17,030,400 20.56% 0.06%
KOCT Innovator U.S. Small Cap Power Buffer ETF - October $143,130 9.99% 0.79%
KAPR Innovator U.S. Small Cap Power Buffer ETF - April $215,191 12.38% 0.79%
KJUL Innovator U.S. Small Cap Power Buffer ETF - July $132,020 6.80% 0.79%
IWML ETRACS 2x Leveraged US Size Factor TR ETN $6,298 34.16% 0.95%
MTUL ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN $9,322 73.52% 0.95%
AVSC Avantis U.S Small Cap Equity ETF $2,879,120 21.34% 0.25%

Small Cap Blend Equities ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as Russell 2000 Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
EZM WisdomTree U.S. MidCap Fund $908,613 12.14% 0.38%
RWK Invesco S&P MidCap 400 Revenue ETF $1,373,230 14.35% 0.39%
GSC Goldman Sachs Small Cap Equity ETF $278,683 21.84% 0.75%
IWM iShares Russell 2000 ETF $79,656,100 20.58% 0.19%
IJR iShares Core S&P Small-Cap ETF $107,794,000 19.71% 0.06%
EES WisdomTree U.S. SmallCap Fund $690,759 15.48% 0.38%
FDM First Trust Dow Jones Select MicroCap Index Fund $252,362 12.67% 0.60%
VB Vanguard Small Cap ETF $81,769,100 15.38% 0.03%
FYX First Trust Small Cap Core AlphaDEX Fund $1,290,950 22.84% 0.58%
IWC iShares Micro-Cap ETF $1,431,610 22.35% 0.60%
PRFZ Invesco RAFI US 1500 Small-Mid ETF $2,723,460 16.43% 0.34%
DES WisdomTree U.S. SmallCap Dividend Fund $2,097,340 18.67% 0.38%
IWN iShares Russell 2000 Value ETF $14,081,600 20.44% 0.24%
SCHA Schwab U.S. Small-Cap ETF $23,051,100 23.71% 0.03%
VIOO Vanguard S&P Small-Cap 600 ETF $4,117,510 19.66% 0.07%
SMDV ProShares Russell 2000 Dividend Growers ETF $666,085 13.56% 0.40%
DGRS WisdomTree US Smallcap Quality Dividend Growth Fund $385,686 17.65% 0.38%
FNDA Schwab Fundamental U.S. Small Company ETF $9,398,940 17.57% 0.25%
SMLL Harbor Active Small Cap ETF $13,318 3.72% 0.80%
SMLF iShares U.S. Small‑Cap Equity Factor ETF $4,014,730 16.81% 0.15%
ALTY Global X Alternative Income ETF $44,139 6.55% 0.50%
CSB VictoryShares US Small Cap High Dividend Volatility Wtd ETF $249,775 10.30% 0.35%
VAMO Cambria Value & Momentum ETF $104,389 4.10% 0.65%
SMCP SMART Mid Cap ETF $3,502 12.19% 0.79%
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF $1,704,610 7.51% 0.40%
SCAP Infrastructure Capital Small Cap Income ETF $20,626 13.42% 0.80%
PSC Principal U.S. Small-Cap ETF $2,210,050 17.81% 0.38%
ISMD Inspire Small/Mid Cap ETF $322,252 25.63% 0.48%
OUSM ALPS | O’Shares U.S. Small-Cap Quality Dividend ETF $869,090 8.04% 0.48%
CALF Pacer US Small Cap Cash Cows ETF $3,387,080 11.15% 0.59%
SQLV Royce Quant Small‑Cap Quality Value ETF $27,159 16.07% 0.60%
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF $16,579,100 19.62% 0.03%
USVM VictoryShares US Small Mid Cap Value Momentum ETF $1,994,680 18.18% 0.29%
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $12,091,200 10.44% 0.59%
IZRL ARK Israel Innovative Technology ETF $137,119 -0.30% 0.49%
MJ Amplify Alternative Harvest ETF $121,475 -15.44% 0.75%
VPC Virtus Private Credit Strategy ETF $30,859 -11.88% 10.60%
CNBS Amplify Seymour Cannabis ETF $84,013 2.32% 0.76%
OVS Overlay Shares Small Cap Equity ETF $29,279 21.63% 0.83%
ROSC Hartford Multifactor Small Cap ETF $58,927 15.76% 0.34%
AFMC First Trust Active Factor Mid Cap ETF $168,067 17.07% 0.68%
AFSM First Trust Active Factor Small Cap ETF $102,552 20.09% 0.75%
TPSC Timothy Plan US Small Cap Core ETF $337,659 12.81% 0.52%
HSMV First Trust Horizon Managed Volatility Small/Mid ETF $33,576 5.19% 0.80%
SIXS ETC 6 Meridian Small Cap Equity ETF $129,567 10.47% 0.50%
MSOS AdvisorShares Pure US Cannabis ETF $986,016 5.72% 0.97%
XJR iShares ESG Select Screened S&P Small-Cap ETF $147,053 19.64% 0.12%
BBSC JPMorgan BetaBuilders U.S. Small Cap Equity Fund $838,752 19.89% 0.09%
ISCB iShares Morningstar Small-Cap ETF $286,171 13.62% 0.04%
QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF $243,306 20.54% 0.15%
AVSC Avantis U.S Small Cap Equity ETF $2,879,120 21.34% 0.25%
RYLG Global X Russell 2000 Covered Call & Growth ETF $8,244 14.65% 0.35%
STXK Strive Small-Cap ETF $80,677 13.74% 0.18%
HAPS Harbor Human Capital Factor US Small Cap ETF $161,864 14.23% 0.61%
IWMY Defiance R2000 Enhanced Options & 0DTE Income ETF $97,040 14.24% 1.05%
FESM Fidelity Enhanced Small Cap Core ETF $5,412,160 24.08% 0.28%
SMCF Themes US Small Cap Cash Flow Champions ETF $3,015 15.28% 0.29%
IWMW iShares Russell 2000 BuyWrite ETF $51,410 11.69% 0.39%
GRPZ Invesco S&P SmallCap 600 GARP ETF $2,424 15.76% 0.35%
IWMI NEOS Russell 2000 High Income ETF $961,677 16.41% 0.68%
FSCC Federated Hermes MDT Small Cap Core ETF $289,296 19.49% 0.36%
SCDV Bahl & Gaynor Small Cap Dividend ETF $148,219 14.15% 0.70%
AFSC abrdn Focused U.S. Small Cap Active ETF $9,846 25.55% 0.65%
ABLS Abacus FCF Small Cap Leaders ETF $1,315 10.15% 0.39%
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