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 | Dimensional U.S. Small Cap ETF · DFAS cheaper | 77% | 0.26% | DIMENSIONAL FUND ADVISORS LP |
| 2 | JNL/DFA U.S. Small Cap Fund diff. adviser | 75% | 0.63% | Jackson National Asset Management, LLC |
| 3 | SA U.S. Small Company Fund diff. adviser | 65% | 0.89% | Focus Partners Advisor Solutions, LLC |
| 4 | Schwab U.S. Small-Cap ETF · SCHA cheaper diff. adviser | 61% | 0.04% | Charles Schwab Investment Management, Inc. |
| 5 | iShares Morningstar Small-Cap ETF · ISCB cheaper diff. adviser | 59% | 0.04% | BlackRock Fund Advisors |
| 6 | U.S. MICRO CAP PORTFOLIO · DFSCX | 57% | 0.41% | DIMENSIONAL FUND ADVISORS LP |
| 7 | Victory Extended Market Index Fund · USMIX diff. adviser | 57% | 0.35% | Victory Capital Management Inc. |
| 8 | Fidelity ZERO Extended Market Index Fund · FZIPX cheaper diff. adviser | 56% | 0.00% | Fidelity Management & Research Company LLC |
| 9 | VIP Extended Market Index Portfolio cheaper diff. adviser | 54% | 0.12% | Fidelity Management & Research Company LLC |
| 10 | iShares Russell Small/Mid-Cap Index Fund cheaper diff. adviser | 53% | 0.07% | BlackRock Advisors, LLC |
| 11 | U.S. Targeted Value Portfolio · DFFVX cheaper | 50% | 0.00% | DIMENSIONAL FUND ADVISORS LP |
| 12 | T. Rowe Price Extended Equity Market Index Fund · PEXMX cheaper diff. adviser | 50% | 0.24% | T. Rowe Price Associates, Inc. |
| 13 | Fidelity Extended Market Index Fund · FSMAX cheaper diff. adviser | 49% | 0.03% | Fidelity Management & Research Company LLC |
| 14 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO · SSMHX cheaper diff. adviser | 49% | 0.02% | SSGA Funds Management, Inc. |
| 15 | VANGUARD EXTENDED MARKET INDEX FUND · VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX cheaper diff. adviser | 49% | 0.02% | The Vanguard Group, Inc. |
| 16 | Schwab Small-Cap Index Fund · SWSSX cheaper diff. adviser | 49% | 0.04% | Charles Schwab Investment Management, Inc. |
| 17 | iShares Morningstar Small-Cap Value ETF · ISCV cheaper diff. adviser | 48% | 0.06% | BlackRock Fund Advisors |
| 18 | Venerable Small Cap Index Fund diff. adviser | 48% | 0.45% | Venerable Investment Advisers, LLC |
| 19 | Small Cap Index Fund · VCSLX diff. adviser | 48% | 0.38% | The Variable Annuity Life Insurance Company |
| 20 | LVIP SSGA Small-Cap Index Fund diff. adviser | 47% | 0.38% | Lincoln Financial Investments Corporation |
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