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 | Pacer S&P SmallCap 600 Quality FCF Aristocrats ETF · SCOW | 29% | 0.59% | Pacer Advisors, Inc. |
| 2 | S&P SmallCap 600 Pure Growth Fund diff. adviser | 28% | 1.64% | Security Investors, LLC |
| 3 | S&P SmallCap 600 Pure Growth Fund · RYWAX, RYSGX, RYWCX diff. adviser | 28% | 1.55% | Security Investors, LLC |
| 4 | PROFUND VP SMALLCAP GROWTH diff. adviser | 27% | 1.68% | ProFund Advisors LLC |
| 5 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF · SLYG cheaper diff. adviser | 26% | 0.15% | SSGA Funds Management, Inc. |
| 6 | SMALL-CAP GROWTH PROFUND · SGPIX, SGPSX diff. adviser | 26% | 1.78% | ProFund Advisors LLC |
| 7 | iShares S&P Small-Cap 600 Growth ETF · IJT cheaper diff. adviser | 26% | 0.18% | BlackRock Fund Advisors |
| 8 | VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND · VIOG cheaper diff. adviser | 23% | 0.08% | The Vanguard Group, Inc. |
| 9 | Hood River Small-Cap Growth Fund · HRSMX, HRSRX, HRSIX diff. adviser | 22% | 0.97% | Hood River Capital Management LLC |
| 10 | Pacer US Small Cap Cash Cows 100 ETF · CALF | 21% | 0.59% | Pacer Advisors, Inc. |
| 11 | Index 600 Stock Portfolio cheaper diff. adviser | 20% | 0.27% | Mason Street Advisors, LLC |
| 12 | Small Cap Stock Index Portfolio diff. adviser | 20% | 0.61% | BNY Mellon Investment Adviser, Inc. |
| 13 | MOA SMALL CAP EQUITY INDEX FUND cheaper diff. adviser | 20% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 14 | Abacus FCF Small Cap Leaders ETF · ABLS cheaper | 20% | 0.39% | — |
| 15 | Hood River New Opportunities Fund · HRNOX, HRNIX, HRNRX diff. adviser | 20% | 0.85% | Hood River Capital Management LLC |
| 16 | JNL Small Cap Index Fund cheaper diff. adviser | 20% | 0.10% | Jackson National Asset Management, LLC |
| 17 | AZL Small Cap Stock Index Fund cheaper diff. adviser | 20% | 0.34% | Allianz Investment Management LLC |
| 18 | VANGUARD TAX-MANAGED SMALL-CAP FUND · VTMSX, VTSIX cheaper diff. adviser | 19% | 0.03% | The Vanguard Group, Inc. |
| 19 | Invesco S&P Smallcap 600 Pure Growth ETF · RZG cheaper diff. adviser | 19% | 0.35% | Invesco Capital Management LLC |
| 20 | Invesco S&P SmallCap 600 GARP ETF cheaper diff. adviser | 19% | 0.35% | Invesco Capital Management LLC |
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