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 | Avantis U.S. Small Cap Equity ETF · AVSC | 80% | 0.25% | — |
| 2 | U.S. MICRO CAP PORTFOLIO · DFSCX | 54% | 0.41% | DIMENSIONAL FUND ADVISORS LP |
| 3 | VANGUARD RUSSELL 2000 VALUE INDEX FUND · VTWV, VRTVX | 50% | 0.05% | The Vanguard Group, Inc. |
| 4 | VANGUARD S&P SMALL-CAP 600 INDEX FUND · VIOO, VSMSX | 49% | 0.03% | The Vanguard Group, Inc. |
| 5 | AZL Small Cap Stock Index Fund | 49% | 0.34% | Allianz Investment Management LLC |
| 6 | VANGUARD TAX-MANAGED SMALL-CAP FUND · VTMSX, VTSIX | 48% | 0.03% | The Vanguard Group, Inc. |
| 7 | S&P SmallCap Index Fund · SMCIX, SMLKX | 48% | 0.86% | CCM Partners, LP. dba Shelton Capital Management |
| 8 | Empower S&P Small Cap 600 Index Fund · MXISX, MXNSX, MXERX | 48% | 0.20% | Empower Capital Management, LLC |
| 9 | THRIVENT SMALL CAP INDEX PORTFOLIO | 48% | 0.24% | Thrivent Financial for Lutherans |
| 10 | Index 600 Stock Portfolio | 48% | 0.27% | Mason Street Advisors, LLC |
| 11 | Small Cap Stock Index Portfolio | 47% | 0.61% | BNY Mellon Investment Adviser, Inc. |
| 12 | MOA SMALL CAP EQUITY INDEX FUND | 47% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 13 | WisdomTree U.S. SmallCap Fund · EES | 47% | 0.38% | WisdomTree Asset Management, Inc. |
| 14 | SmallCap S&P 600 Index Fund · PSSMX, PSSPX, PSSIX, PSSJX, PSPIX | 47% | 0.17% | Principal Global Investors, LLC |
| 15 | Columbia Small Cap Index Fund · NMSAX, NMSCX, CXXRX, CSPYX | 47% | 0.20% | Columbia Management Investment Advisers, LLC |
| 16 | JNL Small Cap Index Fund | 47% | 0.10% | Jackson National Asset Management, LLC |
| 17 | iShares Core S&P Small-Cap ETF · IJR | 46% | 0.06% | BlackRock Fund Advisors |
| 18 | PD Small-Cap Value Index Portfolio | 46% | 0.28% | Pacific Life Fund Advisors LLC |
| 19 | BNY Mellon Smallcap Stock Index Fund · DISSX, DISIX | 46% | 0.25% | BNY Mellon Investment Adviser, Inc. |
| 20 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF · SPSM | 46% | 0.03% | SSGA Funds Management, Inc. |
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