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 | Hotchkis and Wiley Small Cap Diversified Value Fund · HWVIX, HWVAX, HWVZX cheaper diff. adviser | 38% | 0.78% | Hotchkis and Wiley Capital Management, LLC |
| 2 | PD Small-Cap Value Index Portfolio cheaper diff. adviser | 37% | 0.28% | Pacific Life Fund Advisors LLC |
| 3 | Fidelity Small Cap Value Index Fund · FISVX cheaper diff. adviser | 37% | 0.05% | Fidelity Management & Research Company LLC |
| 4 | iShares Russell 2000 Value ETF · IWN cheaper diff. adviser | 36% | 0.24% | BlackRock Fund Advisors |
| 5 | VANGUARD RUSSELL 2000 VALUE INDEX FUND · VTWV, VRTVX cheaper diff. adviser | 34% | 0.05% | The Vanguard Group, Inc. |
| 6 | Multi-Manager Small Cap Equity Strategies Fund · CZMSX cheaper | 34% | 0.81% | — |
| 7 | Empower Small Cap Value Fund · MXLSX, MXTFX cheaper diff. adviser | 32% | 0.74% | Empower Capital Management, LLC |
| 8 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 32% | 0.25% | — |
| 9 | U.S. MICRO CAP PORTFOLIO · DFSCX cheaper diff. adviser | 32% | 0.41% | DIMENSIONAL FUND ADVISORS LP |
| 10 | LVIP SSGA Small-Cap Index Fund cheaper diff. adviser | 31% | 0.38% | Lincoln Financial Investments Corporation |
| 11 | Penn Series Small Cap Index Fund cheaper diff. adviser | 31% | 0.71% | Penn Mutual Asset Management, LLC |
| 12 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 31% | 0.32% | — |
| 13 | EQ/Small Company Index Portfolio cheaper diff. adviser | 31% | 0.38% | Equitable Investment Management Group, LLC |
| 14 | Venerable Small Cap Index Fund cheaper diff. adviser | 31% | 0.45% | Venerable Investment Advisers, LLC |
| 15 | SmallCap Value Fund II · PJARX, PLARX, PPVIX, PSMJX, PSMVX cheaper diff. adviser | 31% | 0.89% | Principal Global Investors, LLC |
| 16 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper diff. adviser | 30% | 0.00% | T. Rowe Price Associates, Inc. |
| 17 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC cheaper diff. adviser | 30% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 18 | CVT Russell 2000 Small Cap Index Portfolio cheaper diff. adviser | 30% | 0.39% | Calvert Research and Management |
| 19 | JPMorgan Small Cap Value Portfolio cheaper diff. adviser | 30% | 0.77% | Brighthouse Investment Advisers, LLC |
| 20 | JPMorgan Small Cap Value Fund · PSOPX, PSOAX, OSVCX, JSVUX, JSVRX, JSVZX, JSVQX, JSVPX cheaper diff. adviser | 30% | 0.74% | J.P. Morgan Investment Management, Inc. |
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