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 cheaper diff. adviser | 23% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 2 | Schwab Small-Cap Equity Fund · SWSCX diff. adviser | 22% | 1.09% | Charles Schwab Investment Management, Inc. |
| 3 | Allspring Disciplined Small Cap Fund · NVSOX, WSCOX, WSCJX, WDSAX cheaper diff. adviser | 21% | 0.50% | Allspring Funds Management, LLC |
| 4 | AQR Small Cap Multi-Style Fund · QSMLX, QSMNX, QSERX diff. adviser | 19% | 0.80% | AQR Capital Management, LLc |
| 5 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund cheaper diff. adviser | 19% | 0.38% | Lincoln Financial Investments Corporation |
| 6 | Simplify Piper Sandler US Small-Cap PLUS Income ETF diff. adviser | 17% | 0.91% | Simplify Asset Management Inc. |
| 7 | BlackRock Advantage Small Cap Core Fund · BDSIX, BDSAX, BDSCX, BDSKX cheaper diff. adviser | 17% | 0.45% | BlackRock Advisors, LLC |
| 8 | Federated Hermes MDT Small Cap Growth Fund · QASGX, QCSGX, QISGX, QLSGX | 16% | 0.88% | — |
| 9 | Principal U.S. Small-Cap ETF · PSC cheaper diff. adviser | 16% | 0.38% | Principal Global Investors, LLC |
| 10 | First Trust Active Factor Small Cap ETF · AFSM cheaper diff. adviser | 16% | 0.75% | First Trust Advisors L.P. |
| 11 | Federated Hermes MDT Small Cap Core Fund · QASCX, QCSCX, QISCX, QLSCX | 16% | 0.88% | — |
| 12 | GuideMark Small/Mid Cap Core Fund · GMSMX, GISMX, GSMRX diff. adviser | 16% | 0.82% | AssetMark Inc. |
| 13 | Fidelity Small-Mid Multifactor ETF · FSMD cheaper diff. adviser | 16% | 0.15% | Fidelity Management & Research Company LLC |
| 14 | LVIP JPMorgan Small Cap Core Fund cheaper diff. adviser | 16% | 0.75% | Lincoln Financial Investments Corporation |
| 15 | VIP Disciplined Small Cap Portfolio cheaper diff. adviser | 16% | 0.32% | Fidelity Management & Research Company LLC |
| 16 | BlackRock Advantage SMID Cap Fund, Inc. cheaper diff. adviser | 16% | 0.43% | BlackRock Advisors, LLC |
| 17 | Venerable US Small Cap Fund diff. adviser | 16% | 0.85% | Venerable Investment Advisers, LLC |
| 18 | Small Company Fund · ASQIX, ASQAX, ASCQX, ASCRX, ASQCX, ASQGX cheaper diff. adviser | 16% | 0.65% | American Century Investment Management, Inc. |
| 19 | Fidelity SAI Small-Mid Cap Momentum Index Fund · FZFLX cheaper diff. adviser | 15% | 0.05% | Fidelity Management & Research Company LLC |
| 20 | Federated Hermes MDT Small Cap Core ETF · FSCC cheaper diff. adviser | 15% | 0.36% | Federated Advisory Services Company, Federated MDTA LLC |
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