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 | NVIT Multi-Manager Small Company Fund | 37% | 1.04% | Nationwide Fund Advisors |
| 2 | SMALL CAP EQUITY FUND · GSCYX, GSCZX | 36% | 0.95% | GuideStone Capital Management, LLC |
| 3 | AST Small-Cap Equity Portfolio | 35% | 0.97% | PGIM INVESTMENTS LLC, AST Investment Services, Inc. |
| 4 | Small Company Value Portfolio · DTSVX, WSMVX | 34% | 1.10% | Wilshire Advisors LLC |
| 5 | JPMorgan Small Cap Blend Fund · JDSCX, VSCOX, VSCCX, JSCHX cheaper | 33% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 6 | EQ/Small Company Index Portfolio cheaper | 32% | 0.38% | Equitable Investment Management Group, LLC |
| 7 | LVIP SSGA Small-Cap Index Fund cheaper | 32% | 0.38% | Lincoln Financial Investments Corporation |
| 8 | Penn Series Small Cap Index Fund cheaper | 32% | 0.71% | Penn Mutual Asset Management, LLC |
| 9 | Venerable Small Cap Index Fund cheaper | 32% | 0.45% | Venerable Investment Advisers, LLC |
| 10 | Small Cap Index Fund · VCSLX cheaper | 32% | 0.38% | The Variable Annuity Life Insurance Company |
| 11 | Schwab Small-Cap Index Fund · SWSSX cheaper | 32% | 0.04% | Charles Schwab Investment Management, Inc. |
| 12 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC cheaper | 32% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 13 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper | 32% | 0.00% | T. Rowe Price Associates, Inc. |
| 14 | SA Small Cap Index Portfolio cheaper | 31% | 0.41% | SunAmerica Asset Management, LLC |
| 15 | JPMorgan Small Cap Growth Fund · OGGFX, JISGX, PGSGX, OSGCX, JSGZX, JGSMX, JGSVX, JGRQX, JGLYX cheaper | 31% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 16 | Schwab U.S. Small-Cap ETF · SCHA cheaper | 31% | 0.04% | Charles Schwab Investment Management, Inc. |
| 17 | CVT Russell 2000 Small Cap Index Portfolio cheaper | 31% | 0.39% | Calvert Research and Management |
| 18 | Voya VACS Index Series SC Portfolio · VVICX | 31% | — | Voya Investments, LLC |
| 19 | DWS Small Cap Index VIP cheaper | 31% | 0.38% | DWS Investment Management Americas, Inc. |
| 20 | ATM Small Cap Managed Volatility Portfolio cheaper | 31% | 0.61% | Equitable Investment Management Group, LLC |
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