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 | Column Small Cap Select Fund · CFSSX | 49% | 0.65% | — |
| 2 | Schwab U.S. Small-Cap ETF · SCHA cheaper | 40% | 0.04% | Charles Schwab Investment Management, Inc. |
| 3 | JNL/DFA U.S. Small Cap Fund | 39% | 0.63% | Jackson National Asset Management, LLC |
| 4 | SA U.S. Small Company Fund | 37% | 0.89% | Focus Partners Advisor Solutions, LLC |
| 5 | U.S. SMALL CAP PORTFOLIO · DFSTX cheaper | 37% | 0.27% | DIMENSIONAL FUND ADVISORS LP |
| 6 | EQ/Franklin Small Cap Value Managed Volatility Portfolio | 36% | 0.81% | Equitable Investment Management Group, LLC |
| 7 | Dimensional U.S. Small Cap ETF · DFAS cheaper | 36% | 0.26% | DIMENSIONAL FUND ADVISORS LP |
| 8 | BNY Mellon US Small Cap Core Equity ETF · BKSE cheaper | 35% | 0.04% | BNY Mellon ETF Investment Adviser, LLC |
| 9 | LVIP SSGA Small-Cap Index Fund cheaper | 34% | 0.38% | Lincoln Financial Investments Corporation |
| 10 | Penn Series Small Cap Index Fund | 34% | 0.71% | Penn Mutual Asset Management, LLC |
| 11 | Schwab Small-Cap Index Fund · SWSSX cheaper | 34% | 0.04% | Charles Schwab Investment Management, Inc. |
| 12 | Venerable Small Cap Index Fund cheaper | 34% | 0.45% | Venerable Investment Advisers, LLC |
| 13 | EQ/Small Company Index Portfolio cheaper | 34% | 0.38% | Equitable Investment Management Group, LLC |
| 14 | Small Cap Index Fund · VCSLX cheaper | 33% | 0.38% | The Variable Annuity Life Insurance Company |
| 15 | Morgan Stanley Pathway Small-Mid Cap Equity ETF · MSSM cheaper | 33% | 0.62% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 16 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper | 33% | 0.00% | T. Rowe Price Associates, Inc. |
| 17 | iShares Morningstar Small-Cap ETF · ISCB cheaper | 33% | 0.04% | BlackRock Fund Advisors |
| 18 | SA Small Cap Index Portfolio cheaper | 33% | 0.41% | SunAmerica Asset Management, LLC |
| 19 | CVT Russell 2000 Small Cap Index Portfolio cheaper | 33% | 0.39% | Calvert Research and Management |
| 20 | DWS Small Cap Index VIP cheaper | 33% | 0.38% | DWS Investment Management Americas, Inc. |
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