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 | WisdomTree U.S. SmallCap Fund · EES | 45% | 0.38% | WisdomTree Asset Management, Inc. |
| 2 | Avantis U.S. Small Cap Equity Fund · AVSBX, AVSCX cheaper | 38% | 0.00% | — |
| 3 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund · DGRS | 38% | 0.38% | WisdomTree Asset Management, Inc. |
| 4 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 37% | 0.25% | — |
| 5 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND · VIOV, VSMVX cheaper diff. adviser | 34% | 0.03% | The Vanguard Group, Inc. |
| 6 | PROFUND VP SMALLCAP VALUE diff. adviser | 34% | 1.68% | ProFund Advisors LLC |
| 7 | SMALL-CAP VALUE PROFUND · SVPIX, SVPSX diff. adviser | 34% | 1.78% | ProFund Advisors LLC |
| 8 | iShares S&P Small-Cap 600 Value ETF · IJS cheaper diff. adviser | 34% | 0.18% | BlackRock Fund Advisors |
| 9 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF · SLYV cheaper diff. adviser | 33% | 0.15% | SSGA Funds Management, Inc. |
| 10 | First Trust Small Cap Core AlphaDEX Fund · FYX diff. adviser | 33% | 0.58% | First Trust Advisors L.P. |
| 11 | U.S. MICRO CAP PORTFOLIO · DFSCX diff. adviser | 32% | 0.41% | DIMENSIONAL FUND ADVISORS LP |
| 12 | VANGUARD TAX-MANAGED SMALL-CAP FUND · VTMSX, VTSIX cheaper diff. adviser | 32% | 0.03% | The Vanguard Group, Inc. |
| 13 | Index 600 Stock Portfolio cheaper diff. adviser | 31% | 0.27% | Mason Street Advisors, LLC |
| 14 | AZL Small Cap Stock Index Fund cheaper diff. adviser | 31% | 0.34% | Allianz Investment Management LLC |
| 15 | VANGUARD RUSSELL 2000 VALUE INDEX FUND · VTWV, VRTVX cheaper diff. adviser | 31% | 0.05% | The Vanguard Group, Inc. |
| 16 | Small Cap Stock Index Portfolio diff. adviser | 31% | 0.61% | BNY Mellon Investment Adviser, Inc. |
| 17 | MOA SMALL CAP EQUITY INDEX FUND cheaper diff. adviser | 31% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 18 | Harbor AlphaEdge Small Cap Earners ETF · EBIT cheaper diff. adviser | 31% | 0.29% | Harbor Capital Advisors, Inc. |
| 19 | VANGUARD S&P SMALL-CAP 600 INDEX FUND · VIOO, VSMSX cheaper diff. adviser | 31% | 0.03% | The Vanguard Group, Inc. |
| 20 | Empower S&P Small Cap 600 Index Fund · MXISX, MXNSX, MXERX cheaper diff. adviser | 31% | 0.20% | Empower Capital Management, LLC |
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