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 | BlackRock Advantage Small Cap Growth Fund · PSGIX, CSGEX | 60% | 0.46% | BlackRock Advisors, LLC |
| 2 | BlackRock Advantage SMID Cap Fund, Inc. cheaper | 51% | 0.43% | BlackRock Advisors, LLC |
| 3 | BlackRock Small Cap Index V.I. Fund cheaper | 50% | 0.22% | BlackRock Advisors, LLC |
| 4 | Master Small Cap Index Series | 50% | — | BlackRock Advisors, LLC |
| 5 | LVIP SSGA Small-Cap Index Fund cheaper diff. adviser | 50% | 0.38% | Lincoln Financial Investments Corporation |
| 6 | Penn Series Small Cap Index Fund diff. adviser | 50% | 0.71% | Penn Mutual Asset Management, LLC |
| 7 | Small Cap Index Fund · VCSLX cheaper diff. adviser | 50% | 0.38% | The Variable Annuity Life Insurance Company |
| 8 | SA Small Cap Index Portfolio cheaper diff. adviser | 50% | 0.41% | SunAmerica Asset Management, LLC |
| 9 | BlackRock Advantage SMID Cap V.I. Fund | 50% | 0.55% | BlackRock Advisors, LLC |
| 10 | EQ/Small Company Index Portfolio cheaper diff. adviser | 50% | 0.38% | Equitable Investment Management Group, LLC |
| 11 | iShares Russell 2000 ETF · IWM cheaper diff. adviser | 50% | 0.19% | BlackRock Fund Advisors |
| 12 | Venerable Small Cap Index Fund diff. adviser | 49% | 0.45% | Venerable Investment Advisers, LLC |
| 13 | Schwab Small-Cap Index Fund · SWSSX cheaper diff. adviser | 49% | 0.04% | Charles Schwab Investment Management, Inc. |
| 14 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper diff. adviser | 49% | 0.00% | T. Rowe Price Associates, Inc. |
| 15 | AVIP BlackRock Advantage Small Cap Growth Portfolio diff. adviser | 48% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 16 | Voya VACS Index Series SC Portfolio · VVICX diff. adviser | 48% | — | Voya Investments, LLC |
| 17 | CVT Russell 2000 Small Cap Index Portfolio cheaper diff. adviser | 48% | 0.39% | Calvert Research and Management |
| 18 | DWS Small Cap Index VIP cheaper diff. adviser | 48% | 0.38% | DWS Investment Management Americas, Inc. |
| 19 | Nationwide Small Cap Index Fund · GMRAX, GMRCX, GMRIX, GMSRX, NWXRX cheaper diff. adviser | 48% | 0.26% | Nationwide Fund Advisors |
| 20 | ATM Small Cap Managed Volatility Portfolio diff. adviser | 48% | 0.61% | Equitable Investment Management Group, LLC |
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