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 | Nuveen Small Cap Select ETF · NSCS diff. adviser | 20% | 0.86% | Nuveen Fund Advisors, LLC |
| 2 | Allspring Discovery Small Cap Growth Fund · EGWAX, EGRYX, EGWDX, EGWCX, EGWRX diff. adviser | 19% | 0.80% | Allspring Funds Management, LLC |
| 3 | Victory RS Small Cap Growth Equity VIP Series diff. adviser | 19% | 0.88% | Victory Capital Management Inc. |
| 4 | Allspring Small Company Growth Portfolio diff. adviser | 15% | — | Allspring Funds Management, LLC |
| 5 | New Opportunities Fund · JISOX, JASOX, JWSOX, JBSOX, JHSOX, JSSOX, JUSOX | 15% | 0.84% | — |
| 6 | BlackRock SMID-Cap Growth Equity Fund diff. adviser | 11% | 0.75% | BlackRock Advisors, LLC |
| 7 | Fidelity Advisor Series Small Cap Fund · FSSFX cheaper diff. adviser | 10% | 0.01% | Fidelity Management & Research Company LLC |
| 8 | Victory RS Small Cap Equity Fund diff. adviser | 10% | 1.10% | Victory Capital Management Inc. |
| 9 | Strive Mid-Cap ETF · STXM diff. adviser | 9% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 10 | BNY Mellon Small Cap Growth Fund · SSETX, SSYGX | 8% | 1.00% | — |
| 11 | FIIG US SMALL CAP EQUITY · IUSCX diff. adviser | 8% | 0.75% | Fisher Asset Management LLC |
| 12 | Sofi Next 500 ETF · SFYX cheaper diff. adviser | 8% | 0.06% | Tidal Investments LLC |
| 13 | abrdn Focused U.S. Small Cap Equity Fund · GGUIX diff. adviser | 8% | 0.90% | abrdn Inc. |
| 14 | HSBC Radiant U.S. Smaller Companies Portfolio diff. adviser | 7% | — | HSBC Global Asset Management (USA) Inc. |
| 15 | Vontobel Global Environmental Change · VNEYX, VNEAX, VNEIX | 7% | 0.65% | — |
| 16 | Victory THB US Small Opportunities Fund · THBVX, THBIX diff. adviser | 7% | 1.25% | Victory Capital Management Inc. |
| 17 | MidCap Growth Fund III · PPQMX, PPQPX, PPIMX, PPQJX diff. adviser | 6% | 0.80% | Principal Global Investors, LLC |
| 18 | MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund · MMBUX cheaper | 6% | 0.00% | — |
| 19 | MassMutual Small Company Value Fund · MMYAX, MMYLX, MSVNX, MSVSX, MMVYX, MSVZX, MMVFX, MMNLX | 6% | 0.86% | — |
| 20 | Madison International Stock Fund · MINAX, MINYX diff. adviser | 6% | 1.36% | Madison Asset Management, LLC |
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