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 | Franklin U.S. Small Cap Equity Fund · LMBAX, LMBCX, LGSCX, LMBRX, LMSIX, LMBMX diff. adviser | 33% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | AQR Small Cap Multi-Style Fund · QSMLX, QSMNX, QSERX diff. adviser | 32% | 0.80% | AQR Capital Management, LLc |
| 3 | Principal U.S. Small-Cap ETF · PSC cheaper diff. adviser | 32% | 0.38% | Principal Global Investors, LLC |
| 4 | Allspring Disciplined Small Cap Fund · NVSOX, WSCOX, WSCJX, WDSAX cheaper diff. adviser | 30% | 0.50% | Allspring Funds Management, LLC |
| 5 | PGIM Quant Solutions Small-Cap Value Fund · TASVX, TSVRX, TSVAX, TSVQX, TRACX, PSVDX, PSVKX cheaper diff. adviser | 30% | 0.68% | PGIM INVESTMENTS LLC |
| 6 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC cheaper diff. adviser | 29% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 7 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund cheaper diff. adviser | 29% | 0.38% | Lincoln Financial Investments Corporation |
| 8 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX cheaper diff. adviser | 28% | 0.52% | AQR Capital Management, LLc |
| 9 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 27% | 0.32% | — |
| 10 | Schwab Small-Cap Equity Fund · SWSCX diff. adviser | 27% | 1.09% | Charles Schwab Investment Management, Inc. |
| 11 | JPMorgan Diversified Return U.S. Small Cap Equity ETF · JPSE cheaper diff. adviser | 26% | 0.29% | J.P. Morgan Investment Management, Inc. |
| 12 | Fidelity Enhanced Small Cap ETF · FESM cheaper diff. adviser | 25% | 0.28% | Fidelity Management & Research Company LLC |
| 13 | VIP Disciplined Small Cap Portfolio cheaper diff. adviser | 25% | 0.32% | Fidelity Management & Research Company LLC |
| 14 | Venerable US Small Cap Fund diff. adviser | 25% | 0.85% | Venerable Investment Advisers, LLC |
| 15 | Federated Hermes MDT Small Cap Core ETF · FSCC cheaper diff. adviser | 24% | 0.36% | Federated Advisory Services Company, Federated MDTA LLC |
| 16 | Hartford Multifactor Small Cap ETF · ROSC cheaper diff. adviser | 24% | 0.34% | Lattice Strategies LLC |
| 17 | First Trust Small Cap Core AlphaDEX Fund · FYX cheaper | 24% | 0.58% | First Trust Advisors L.P. |
| 18 | Franklin U.S. Small Cap Multifactor Index ETF · FLQS cheaper diff. adviser | 24% | 0.35% | Franklin Advisory Services, LLC |
| 19 | LVIP SSGA Small-Cap Index Fund cheaper diff. adviser | 24% | 0.38% | Lincoln Financial Investments Corporation |
| 20 | Penn Series Small Cap Index Fund cheaper diff. adviser | 24% | 0.71% | Penn Mutual Asset Management, LLC |
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