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 | Strive Small-Cap ETF · STXK diff. adviser | 69% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 2 | John Hancock Multifactor Small Cap ETF · JHSC diff. adviser | 60% | 0.42% | John Hancock Investment Management LLC |
| 3 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF · BBSC diff. adviser | 55% | 0.09% | J.P. Morgan Investment Management, Inc. |
| 4 | Timothy Plan US Small Cap Core ETF · TPSC diff. adviser | 51% | 0.52% | Timothy Partners Ltd. |
| 5 | Schwab Small-Cap Index Fund · SWSSX diff. adviser | 50% | 0.04% | Charles Schwab Investment Management, Inc. |
| 6 | Penn Series Small Cap Index Fund diff. adviser | 50% | 0.71% | Penn Mutual Asset Management, LLC |
| 7 | Schwab U.S. Small-Cap ETF · SCHA diff. adviser | 50% | 0.04% | Charles Schwab Investment Management, Inc. |
| 8 | LVIP SSGA Small-Cap Index Fund diff. adviser | 50% | 0.38% | Lincoln Financial Investments Corporation |
| 9 | EQ/Small Company Index Portfolio diff. adviser | 50% | 0.38% | Equitable Investment Management Group, LLC |
| 10 | Venerable Small Cap Index Fund diff. adviser | 50% | 0.45% | Venerable Investment Advisers, LLC |
| 11 | Small Cap Index Fund · VCSLX diff. adviser | 49% | 0.38% | The Variable Annuity Life Insurance Company |
| 12 | SA Small Cap Index Portfolio diff. adviser | 49% | 0.41% | SunAmerica Asset Management, LLC |
| 13 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper diff. adviser | 49% | 0.00% | T. Rowe Price Associates, Inc. |
| 14 | VANGUARD RUSSELL 2000 INDEX FUND · VRTIX, VTWO diff. adviser | 48% | 0.05% | The Vanguard Group, Inc. |
| 15 | Columbia Research Enhanced Small Cap ETF · RESM | 48% | 0.32% | — |
| 16 | DWS Small Cap Index VIP diff. adviser | 48% | 0.38% | DWS Investment Management Americas, Inc. |
| 17 | CVT Russell 2000 Small Cap Index Portfolio diff. adviser | 48% | 0.39% | Calvert Research and Management |
| 18 | Voya VACS Index Series SC Portfolio · VVICX diff. adviser | 48% | — | Voya Investments, LLC |
| 19 | Nuveen Small Cap Blend Index Fund · TISBX, TRBIX, TRHBX, TRHWX cheaper diff. adviser | 47% | 0.00% | Teachers Advisors, LLC |
| 20 | Innovator U.S. Small Cap Managed Floor ETF diff. adviser | 47% | 0.89% | Innovator Capital Management, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.