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 | VANGUARD SMALL-CAP GROWTH INDEX FUND · VISGX, VSGIX, VBK, VSGAX cheaper diff. adviser | 38% | 0.05% | The Vanguard Group, Inc. |
| 2 | VANGUARD EXPLORER FUND · VEXPX, VEXRX cheaper diff. adviser | 37% | 0.28% | ClearBridge Investments, LLC, The Vanguard Group, Inc., Wellington Management Company LLP, Stephens Investment Management Group, LLC, ArrowMark Colorado Holdings, LLC |
| 3 | Bridge Builder Tax Managed Small/Mid Cap Fund · BBTSX | 35% | 0.39% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 4 | Destinations Small-Mid Cap Equity Fund · DSMFX, DSMZX diff. adviser | 34% | 0.90% | Brinker Capital Investments, LLC |
| 5 | Driehaus Small/Mid Cap Growth Fund · DSMDX diff. adviser | 34% | 0.80% | Driehaus Capital Management LLC |
| 6 | VANGUARD EXTENDED MARKET INDEX FUND · VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX cheaper diff. adviser | 32% | 0.02% | The Vanguard Group, Inc. |
| 7 | JNL Multi-Manager Mid Cap Fund diff. adviser | 31% | 0.79% | Jackson National Asset Management, LLC |
| 8 | SIIT EXTENDED MARKET INDEX FUND · SMXAX cheaper diff. adviser | 31% | 0.20% | SEI INVESTMENTS MANAGEMENT Corporation |
| 9 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX cheaper diff. adviser | 31% | 0.02% | The Vanguard Group, Inc. |
| 10 | LVIP Blended Mid Cap Managed Volatility Fund diff. adviser | 31% | 0.72% | Lincoln Financial Investments Corporation |
| 11 | AVIP AB Mid Cap Core Portfolio diff. adviser | 30% | 0.91% | CONSTELLATION INVESTMENTS INC |
| 12 | Fidelity Extended Market Index Fund · FSMAX cheaper diff. adviser | 30% | 0.03% | Fidelity Management & Research Company LLC |
| 13 | Artisan Mid Cap Fund · APHMX, ARTMX, APDMX diff. adviser | 30% | 0.98% | Artisan Partners Limited Partnership |
| 14 | T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. · PRDMX, RPTTX diff. adviser | 30% | 0.67% | T. Rowe Price Associates, Inc. |
| 15 | T. Rowe Price Extended Equity Market Index Fund · PEXMX cheaper diff. adviser | 30% | 0.24% | T. Rowe Price Associates, Inc. |
| 16 | VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO · IAXAX, IAXIX, IAXSX, IAXTX, VYRIX diff. adviser | 30% | 0.77% | Voya Investments, LLC |
| 17 | LVIP T. Rowe Price Structured Mid-Cap Growth Fund diff. adviser | 30% | 0.72% | Lincoln Financial Investments Corporation |
| 18 | First Trust Multi Cap Growth AlphaDEX Fund · FAD diff. adviser | 30% | 0.63% | First Trust Advisors L.P. |
| 19 | SA Multi-Managed Mid Cap Growth Portfolio diff. adviser | 29% | 0.98% | SunAmerica Asset Management, LLC |
| 20 | EQ/AB Small Cap Growth Portfolio diff. adviser | 29% | 0.67% | Equitable Investment Management Group, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.