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 Fund · CFSLX cheaper | 49% | 0.63% | — |
| 2 | Morgan Stanley Pathway Small-Mid Cap Equity ETF · MSSM cheaper | 31% | 0.62% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 3 | WPG Partners Select Small Cap Value Fund · WPGSX | 30% | 1.10% | Boston Partners Global Investors, Inc. |
| 4 | First Trust Multi-Manager Small Cap Opportunities ETF · MMSC | 29% | 0.95% | First Trust Advisors L.P. |
| 5 | AST Small-Cap Equity Portfolio | 27% | 0.97% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 6 | Schwab U.S. Small-Cap ETF · SCHA cheaper | 26% | 0.04% | Charles Schwab Investment Management, Inc. |
| 7 | Dunham Small Cap Value Fund · DASVX, DCSVX, DNSVX | 26% | 1.17% | Dunham & Associates Investment Counsel, Inc. |
| 8 | Russell Investments U.S. Small Cap Equity ETF · RUSC cheaper | 26% | 0.64% | Russell Investment Management, LLC |
| 9 | Driehaus Small Cap Growth Fund · DVSMX, DNSMX | 25% | 0.70% | Driehaus Capital Management LLC |
| 10 | SA U.S. Small Company Fund | 25% | 0.89% | Focus Partners Advisor Solutions, LLC |
| 11 | SMALL CAP EQUITY FUND · GSCYX, GSCZX | 25% | 0.95% | GuideStone Capital Management, LLC |
| 12 | BNY Mellon US Small Cap Core Equity ETF · BKSE cheaper | 25% | 0.04% | BNY Mellon ETF Investment Adviser, LLC |
| 13 | Penn Series Small Cap Index Fund | 25% | 0.71% | Penn Mutual Asset Management, LLC |
| 14 | LVIP SSGA Small-Cap Index Fund cheaper | 25% | 0.38% | Lincoln Financial Investments Corporation |
| 15 | EQ/Small Company Index Portfolio cheaper | 25% | 0.38% | Equitable Investment Management Group, LLC |
| 16 | Destinations Small-Mid Cap Equity Fund · DSMFX, DSMZX | 25% | 0.90% | Brinker Capital Investments, LLC |
| 17 | Venerable Small Cap Index Fund cheaper | 25% | 0.45% | Venerable Investment Advisers, LLC |
| 18 | SA Small Cap Index Portfolio cheaper | 24% | 0.41% | SunAmerica Asset Management, LLC |
| 19 | Small Cap Index Fund · VCSLX cheaper | 24% | 0.38% | The Variable Annuity Life Insurance Company |
| 20 | Schwab Small-Cap Index Fund · SWSSX cheaper | 24% | 0.04% | Charles Schwab Investment Management, Inc. |
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