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 | Nomura Smid Cap Core Fund · IYSYX, IYSAX, IYSCX, IVVIX, IYSMX, ISPVX | 36% | 0.77% | Macquarie Investment Management Business Trust |
| 2 | Nomura VIP Smid Cap Core Series | 36% | 1.18% | Macquarie Investment Management Business Trust |
| 3 | Nomura VIP Opportunity Series | 36% | 0.83% | Macquarie Investment Management Business Trust |
| 4 | LVIP Nomura SMID Cap Core Fund diff. adviser | 35% | 0.80% | Lincoln Financial Investments Corporation |
| 5 | JPMorgan Fundamental Data Science Small Core ETF · SCDS cheaper diff. adviser | 23% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 6 | Goldman Sachs Small Cap Value Fund · GSSIX, GSSSX, GSSMX, GSSCX, GSQRX, GSQTX, GSSUX, GSYPX diff. adviser | 21% | 0.96% | Goldman Sachs Asset Management, L.P. |
| 7 | Goldman Sachs Small Cap Equity ETF · GSC diff. adviser | 21% | 0.75% | Goldman Sachs Asset Management, L.P. |
| 8 | JPMorgan Small Cap Blend Fund · JDSCX, VSCOX, VSCCX, JSCHX diff. adviser | 20% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 9 | Loomis Sayles Small Cap Growth Portfolio diff. adviser | 20% | 0.88% | Brighthouse Investment Advisers, LLC |
| 10 | Loomis Sayles Small Cap Growth Fund · LSSIX, LCGRX, LSSNX diff. adviser | 20% | 0.82% | Loomis, Sayles & Company, L.P. |
| 11 | Penn Series Small Cap Value Fund diff. adviser | 20% | 0.98% | Penn Mutual Asset Management, LLC |
| 12 | Small Cap Core Portfolio · SCRSX, SCRYX, SCRZX diff. adviser | 18% | 0.88% | AllianceBernstein L.P. |
| 13 | MOA SMALL CAP GROWTH FUND diff. adviser | 18% | 0.82% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 14 | State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF · ESIX cheaper diff. adviser | 18% | 0.12% | SSGA Funds Management, Inc. |
| 15 | Penn Series Small Cap Index Fund diff. adviser | 18% | 0.71% | Penn Mutual Asset Management, LLC |
| 16 | Nomura Small Cap Value Fund · DEVLX, DEVCX, DVLRX, DEVIX, DVZRX | 18% | 0.71% | Macquarie Investment Management Business Trust |
| 17 | Nomura VIP Small Cap Value Series | 18% | 0.74% | Macquarie Investment Management Business Trust |
| 18 | LVIP SSGA Small-Cap Index Fund cheaper diff. adviser | 18% | 0.38% | Lincoln Financial Investments Corporation |
| 19 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 18% | 0.56% | Mason Street Advisors, LLC |
| 20 | EQ/Small Company Index Portfolio cheaper diff. adviser | 18% | 0.38% | Equitable Investment Management Group, LLC |
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