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 | JNL/DFA U.S. Small Cap Fund diff. adviser | 79% | 0.63% | Jackson National Asset Management, LLC |
| 2 | U.S. SMALL CAP PORTFOLIO · DFSTX | 77% | 0.27% | DIMENSIONAL FUND ADVISORS LP |
| 3 | SA U.S. Small Company Fund diff. adviser | 63% | 0.89% | Focus Partners Advisor Solutions, LLC |
| 4 | Victory Extended Market Index Fund · USMIX diff. adviser | 60% | 0.35% | Victory Capital Management Inc. |
| 5 | Schwab U.S. Small-Cap ETF · SCHA cheaper diff. adviser | 59% | 0.04% | Charles Schwab Investment Management, Inc. |
| 6 | iShares Morningstar Small-Cap ETF · ISCB cheaper diff. adviser | 57% | 0.04% | BlackRock Fund Advisors |
| 7 | Fidelity ZERO Extended Market Index Fund · FZIPX cheaper diff. adviser | 53% | 0.00% | Fidelity Management & Research Company LLC |
| 8 | VANGUARD EXTENDED MARKET INDEX FUND · VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX cheaper diff. adviser | 53% | 0.02% | The Vanguard Group, Inc. |
| 9 | VIP Extended Market Index Portfolio cheaper diff. adviser | 52% | 0.12% | Fidelity Management & Research Company LLC |
| 10 | U.S. MICRO CAP PORTFOLIO · DFSCX | 52% | 0.41% | DIMENSIONAL FUND ADVISORS LP |
| 11 | Dimensional U.S. Targeted Value ETF · DFAT | 51% | 0.28% | DIMENSIONAL FUND ADVISORS LP |
| 12 | iShares ESG Aware MSCI USA Small-Cap ETF · ESML cheaper diff. adviser | 51% | 0.17% | BlackRock Fund Advisors |
| 13 | iShares Russell Small/Mid-Cap Index Fund cheaper diff. adviser | 50% | 0.07% | BlackRock Advisors, LLC |
| 14 | Small Cap Index Trust · JAEWX, JESIX, JAJOX diff. adviser | 50% | 0.48% | John Hancock Variable Trust Advisers LLC |
| 15 | VANGUARD RUSSELL 2000 INDEX FUND · VRTIX, VTWO cheaper diff. adviser | 50% | 0.05% | The Vanguard Group, Inc. |
| 16 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX cheaper diff. adviser | 50% | 0.02% | The Vanguard Group, Inc. |
| 17 | Small Cap Index Fund · NSIDX cheaper diff. adviser | 50% | 0.10% | NORTHERN TRUST INVESTMENTS, INC. |
| 18 | T. Rowe Price Extended Equity Market Index Fund · PEXMX cheaper diff. adviser | 49% | 0.24% | T. Rowe Price Associates, Inc. |
| 19 | Nuveen Small Cap Blend Index Fund · TISBX, TRBIX, TRHBX, TRHWX cheaper diff. adviser | 49% | 0.00% | Teachers Advisors, LLC |
| 20 | SMALL-CAP PROFUND · SLPIX, SLPSX diff. adviser | 48% | 1.78% | ProFund Advisors LLC |
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