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 | Victory Extended Market Index Fund · USMIX diff. adviser | 57% | 0.35% | Victory Capital Management Inc. |
| 2 | iShares Russell Small/Mid-Cap Index Fund cheaper diff. adviser | 57% | 0.07% | BlackRock Advisors, LLC |
| 3 | iShares Morningstar Small-Cap ETF · ISCB cheaper | 56% | 0.04% | BlackRock Fund Advisors |
| 4 | Fidelity ZERO Extended Market Index Fund · FZIPX cheaper diff. adviser | 55% | 0.00% | Fidelity Management & Research Company LLC |
| 5 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX cheaper diff. adviser | 54% | 0.02% | The Vanguard Group, Inc. |
| 6 | VIP Extended Market Index Portfolio cheaper diff. adviser | 54% | 0.12% | Fidelity Management & Research Company LLC |
| 7 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · BBMC cheaper diff. adviser | 52% | 0.07% | J.P. Morgan Investment Management, Inc. |
| 8 | Steward Values Enhanced Small-Mid Cap Fund · TRDFX, SCECX, SSMEX, SSMOX diff. adviser | 52% | 0.53% | Crossmark Global Investments, Inc. |
| 9 | VANGUARD EXTENDED MARKET INDEX FUND · VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX cheaper diff. adviser | 51% | 0.02% | The Vanguard Group, Inc. |
| 10 | JNL/DFA U.S. Small Cap Fund diff. adviser | 51% | 0.63% | Jackson National Asset Management, LLC |
| 11 | Dimensional U.S. Small Cap ETF · DFAS diff. adviser | 51% | 0.26% | DIMENSIONAL FUND ADVISORS LP |
| 12 | Schwab U.S. Small-Cap ETF · SCHA cheaper diff. adviser | 49% | 0.04% | Charles Schwab Investment Management, Inc. |
| 13 | iShares Morningstar Small-Cap Growth ETF · ISCG cheaper | 49% | 0.06% | BlackRock Fund Advisors |
| 14 | SA U.S. Small Company Fund diff. adviser | 49% | 0.89% | Focus Partners Advisor Solutions, LLC |
| 15 | T. Rowe Price Extended Equity Market Index Fund · PEXMX diff. adviser | 48% | 0.24% | T. Rowe Price Associates, Inc. |
| 16 | iShares Morningstar Small-Cap Value ETF · ISCV cheaper | 48% | 0.06% | BlackRock Fund Advisors |
| 17 | Fidelity Extended Market Index Fund · FSMAX cheaper diff. adviser | 48% | 0.03% | Fidelity Management & Research Company LLC |
| 18 | Schwab U.S. Mid-Cap ETF · SCHM cheaper diff. adviser | 48% | 0.04% | Charles Schwab Investment Management, Inc. |
| 19 | U.S. SMALL CAP PORTFOLIO · DFSTX diff. adviser | 47% | 0.27% | DIMENSIONAL FUND ADVISORS LP |
| 20 | SIIT EXTENDED MARKET INDEX FUND · SMXAX diff. adviser | 47% | 0.20% | SEI INVESTMENTS MANAGEMENT Corporation |
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