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 | Global Small Capitalization Fund | 44% | 0.65% | Capital Research and Management Company |
| 2 | American Funds U.S. Small & Mid Cap Equity Fund · SMDHX, CMDDX, RMDKX, RMDLX, RMDJX, RMDHX, RMDGX, RMDEX, RMDDX, SMDNX, SMDKX, SMDJX, SMDGX, SMDEX, CMDKX, CMDOX, CMDNX, CMDLX, CMDJX, CMDHX, RMDMX cheaper | 21% | 0.51% | — |
| 3 | Schwab U.S. Small-Cap ETF · SCHA cheaper | 21% | 0.04% | Charles Schwab Investment Management, Inc. |
| 4 | iShares Morningstar Small-Cap Growth ETF · ISCG cheaper | 20% | 0.06% | BlackRock Fund Advisors |
| 5 | iShares MSCI World Small-Cap ETF · WSML cheaper | 20% | 0.30% | BlackRock Fund Advisors |
| 6 | VIP Extended Market Index Portfolio cheaper | 20% | 0.12% | Fidelity Management & Research Company LLC |
| 7 | Fidelity ZERO Extended Market Index Fund · FZIPX cheaper | 19% | 0.00% | Fidelity Management & Research Company LLC |
| 8 | SA U.S. Small Company Fund | 19% | 0.89% | Focus Partners Advisor Solutions, LLC |
| 9 | iShares Russell Small/Mid-Cap Index Fund cheaper | 19% | 0.07% | BlackRock Advisors, LLC |
| 10 | Fidelity Extended Market Index Fund · FSMAX cheaper | 19% | 0.03% | Fidelity Management & Research Company LLC |
| 11 | T. Rowe Price Extended Equity Market Index Fund · PEXMX cheaper | 19% | 0.24% | T. Rowe Price Associates, Inc. |
| 12 | iShares ESG Aware MSCI USA Small-Cap ETF · ESML cheaper | 19% | 0.17% | BlackRock Fund Advisors |
| 13 | JNL/DFA U.S. Small Cap Fund cheaper | 19% | 0.63% | Jackson National Asset Management, LLC |
| 14 | iShares Morningstar Small-Cap ETF · ISCB cheaper | 19% | 0.04% | BlackRock Fund Advisors |
| 15 | VANGUARD SMALL-CAP GROWTH INDEX FUND · VISGX, VSGIX, VBK, VSGAX cheaper | 18% | 0.05% | The Vanguard Group, Inc. |
| 16 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO · SSMHX cheaper | 18% | 0.02% | SSGA Funds Management, Inc. |
| 17 | U.S. Small and Mid Cap Equity Fund cheaper | 18% | 0.54% | Capital Research and Management Company |
| 18 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX cheaper | 18% | 0.02% | The Vanguard Group, Inc. |
| 19 | U.S. SMALL CAP PORTFOLIO · DFSTX cheaper | 18% | 0.27% | DIMENSIONAL FUND ADVISORS LP |
| 20 | EQ/AB Small Cap Growth Portfolio | 18% | 0.67% | Equitable Investment Management Group, LLC |
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