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 | Small Cap Value Fund · ASVIX, ACSCX, ACVIX, ASVNX, ASVRX, ASVDX, ASVGX, ASVYX, ASVHX cheaper | 41% | 0.00% | American Century Investment Management, Inc. |
| 2 | MML VIP American Century Small Company Value Fund | 38% | 0.99% | MML Investment Advisers, LLC |
| 3 | Small Cap Dividend Fund · AMALX, AMAKX, AMAEX, AMAFX, AMAHX, AMAJX cheaper | 37% | 0.00% | American Century Investment Management, Inc. |
| 4 | VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO · IASAX, IACIX, IASSX, ISMSX | 18% | 0.85% | Voya Investments, LLC |
| 5 | VANGUARD TAX-MANAGED SMALL-CAP FUND · VTMSX, VTSIX cheaper | 17% | 0.03% | The Vanguard Group, Inc. |
| 6 | AZL Small Cap Stock Index Fund cheaper | 17% | 0.34% | Allianz Investment Management LLC |
| 7 | THRIVENT SMALL CAP INDEX PORTFOLIO cheaper | 17% | 0.24% | Thrivent Financial for Lutherans |
| 8 | Empower S&P Small Cap 600 Index Fund · MXISX, MXNSX, MXERX cheaper | 17% | 0.20% | Empower Capital Management, LLC |
| 9 | Timothy Plan US Small Cap Core ETF · TPSC | 17% | 0.52% | Timothy Partners Ltd. |
| 10 | Index 600 Stock Portfolio cheaper | 17% | 0.27% | Mason Street Advisors, LLC |
| 11 | VANGUARD S&P SMALL-CAP 600 INDEX FUND · VIOO, VSMSX cheaper | 17% | 0.03% | The Vanguard Group, Inc. |
| 12 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 17% | 0.25% | — |
| 13 | Small Cap Stock Index Portfolio | 17% | 0.61% | BNY Mellon Investment Adviser, Inc. |
| 14 | MOA SMALL CAP EQUITY INDEX FUND cheaper | 17% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 15 | S&P SmallCap Index Fund · SMCIX, SMLKX | 16% | 0.86% | CCM Partners, LP. dba Shelton Capital Management |
| 16 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND · VIOV, VSMVX cheaper | 16% | 0.03% | The Vanguard Group, Inc. |
| 17 | PROFUND VP SMALLCAP VALUE | 16% | 1.68% | ProFund Advisors LLC |
| 18 | JNL Small Cap Index Fund cheaper | 16% | 0.10% | Jackson National Asset Management, LLC |
| 19 | Penn Series Small Cap Value Fund | 16% | 0.98% | Penn Mutual Asset Management, LLC |
| 20 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF · SPSM cheaper | 16% | 0.03% | SSGA Funds Management, Inc. |
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