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 | Bridge Builder Small/Mid Cap Growth Fund · BBGSX cheaper diff. adviser | 34% | 0.34% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 2 | Morgan Stanley Pathway Small-Mid Cap Equity ETF · MSSM cheaper diff. adviser | 33% | 0.62% | CONSULTING GROUP ADVISORY SERVICES LLC |
| 3 | VANGUARD EXTENDED MARKET INDEX FUND · VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX cheaper diff. adviser | 31% | 0.02% | The Vanguard Group, Inc. |
| 4 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX cheaper diff. adviser | 31% | 0.02% | The Vanguard Group, Inc. |
| 5 | VIP Extended Market Index Portfolio cheaper diff. adviser | 30% | 0.12% | Fidelity Management & Research Company LLC |
| 6 | Fidelity ZERO Extended Market Index Fund · FZIPX cheaper diff. adviser | 30% | 0.00% | Fidelity Management & Research Company LLC |
| 7 | SIIT EXTENDED MARKET INDEX FUND · SMXAX cheaper diff. adviser | 30% | 0.20% | SEI INVESTMENTS MANAGEMENT Corporation |
| 8 | Fidelity Extended Market Index Fund · FSMAX cheaper diff. adviser | 30% | 0.03% | Fidelity Management & Research Company LLC |
| 9 | iShares Russell Small/Mid-Cap Index Fund cheaper diff. adviser | 30% | 0.07% | BlackRock Advisors, LLC |
| 10 | AVIP AB Mid Cap Core Portfolio diff. adviser | 30% | 0.91% | CONSTELLATION INVESTMENTS INC |
| 11 | First Trust Multi Cap Growth AlphaDEX Fund · FAD cheaper diff. adviser | 29% | 0.63% | First Trust Advisors L.P. |
| 12 | Driehaus Small/Mid Cap Growth Fund · DSMDX cheaper diff. adviser | 29% | 0.80% | Driehaus Capital Management LLC |
| 13 | Bridge Builder Tax Managed Small/Mid Cap Fund · BBTSX cheaper diff. adviser | 29% | 0.39% | OLIVE STREET INVESTMENT ADVISERS LLC |
| 14 | iShares ESG Aware MSCI USA Small-Cap ETF · ESML cheaper diff. adviser | 29% | 0.17% | BlackRock Fund Advisors |
| 15 | Victory Extended Market Index Fund · USMIX cheaper diff. adviser | 29% | 0.35% | Victory Capital Management Inc. |
| 16 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO · SSMHX cheaper diff. adviser | 28% | 0.02% | SSGA Funds Management, Inc. |
| 17 | T. Rowe Price Extended Equity Market Index Fund · PEXMX cheaper diff. adviser | 28% | 0.24% | T. Rowe Price Associates, Inc. |
| 18 | John Hancock Multifactor Mid Cap ETF · JHMM cheaper diff. adviser | 28% | 0.41% | John Hancock Investment Management LLC |
| 19 | Schwab U.S. Small-Cap ETF · SCHA cheaper diff. adviser | 28% | 0.04% | Charles Schwab Investment Management, Inc. |
| 20 | SA U.S. Small Company Fund cheaper diff. adviser | 28% | 0.89% | Focus Partners Advisor Solutions, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.