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 Fund · AVSBX, AVSCX cheaper | 80% | 0.00% | — |
| 2 | U.S. MICRO CAP PORTFOLIO · DFSCX | 55% | 0.41% | DIMENSIONAL FUND ADVISORS LP |
| 3 | VANGUARD RUSSELL 2000 VALUE INDEX FUND · VTWV, VRTVX cheaper | 50% | 0.05% | The Vanguard Group, Inc. |
| 4 | WisdomTree U.S. SmallCap Fund · EES | 48% | 0.38% | WisdomTree Asset Management, Inc. |
| 5 | Invesco Russell 2000 Dynamic Multifactor ETF · OMFS | 46% | 0.39% | Invesco Capital Management LLC |
| 6 | AZL Small Cap Stock Index Fund | 46% | 0.34% | Allianz Investment Management LLC |
| 7 | VANGUARD TAX-MANAGED SMALL-CAP FUND · VTMSX, VTSIX cheaper | 46% | 0.03% | The Vanguard Group, Inc. |
| 8 | S&P SmallCap Index Fund · SMCIX, SMLKX | 46% | 0.86% | CCM Partners, LP. dba Shelton Capital Management |
| 9 | Empower S&P Small Cap 600 Index Fund · MXISX, MXNSX, MXERX cheaper | 45% | 0.20% | Empower Capital Management, LLC |
| 10 | THRIVENT SMALL CAP INDEX PORTFOLIO cheaper | 45% | 0.24% | Thrivent Financial for Lutherans |
| 11 | PD Small-Cap Value Index Portfolio | 45% | 0.28% | Pacific Life Fund Advisors LLC |
| 12 | VANGUARD S&P SMALL-CAP 600 INDEX FUND · VIOO, VSMSX cheaper | 45% | 0.03% | The Vanguard Group, Inc. |
| 13 | Index 600 Stock Portfolio | 45% | 0.27% | Mason Street Advisors, LLC |
| 14 | Fidelity Small Cap Value Index Fund · FISVX cheaper | 45% | 0.05% | Fidelity Management & Research Company LLC |
| 15 | Small Cap Stock Index Portfolio | 44% | 0.61% | BNY Mellon Investment Adviser, Inc. |
| 16 | MOA SMALL CAP EQUITY INDEX FUND cheaper | 44% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 17 | iShares Russell 2000 Value ETF · IWN cheaper | 44% | 0.24% | BlackRock Fund Advisors |
| 18 | JNL Small Cap Index Fund cheaper | 44% | 0.10% | Jackson National Asset Management, LLC |
| 19 | SmallCap S&P 600 Index Fund · PSSMX, PSSPX, PSSIX, PSSJX, PSPIX cheaper | 44% | 0.17% | Principal Global Investors, LLC |
| 20 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC cheaper | 44% | 0.20% | Goldman Sachs Asset Management, L.P. |
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