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 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG cheaper | 25% | 0.05% | The Vanguard Group, Inc. |
| 2 | PD Small-Cap Growth Index Portfolio cheaper | 24% | 0.24% | Pacific Life Fund Advisors LLC |
| 3 | Fidelity Small Cap Growth Index Fund · FECGX cheaper | 24% | 0.05% | Fidelity Management & Research Company LLC |
| 4 | iShares Russell 2000 Growth ETF · IWO cheaper | 23% | 0.24% | BlackRock Fund Advisors |
| 5 | AVIP BlackRock Advantage Small Cap Growth Portfolio | 22% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 6 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX | 22% | 0.52% | AQR Capital Management, LLc |
| 7 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 21% | 0.32% | — |
| 8 | LVIP SSGA Small-Cap Index Fund cheaper | 21% | 0.38% | Lincoln Financial Investments Corporation |
| 9 | Penn Series Small Cap Index Fund | 21% | 0.71% | Penn Mutual Asset Management, LLC |
| 10 | Schwab Small-Cap Index Fund · SWSSX cheaper | 21% | 0.04% | Charles Schwab Investment Management, Inc. |
| 11 | EQ/Small Company Index Portfolio cheaper | 21% | 0.38% | Equitable Investment Management Group, LLC |
| 12 | SA Small Cap Index Portfolio cheaper | 21% | 0.41% | SunAmerica Asset Management, LLC |
| 13 | Fidelity Flex Small Cap Focused Index Fund · FXSCX cheaper | 21% | 0.00% | — |
| 14 | Venerable Small Cap Index Fund cheaper | 21% | 0.45% | Venerable Investment Advisers, LLC |
| 15 | VANGUARD RUSSELL 2000 INDEX FUND · VRTIX, VTWO cheaper | 21% | 0.05% | The Vanguard Group, Inc. |
| 16 | BNY Mellon US Small Cap Core Equity ETF · BKSE cheaper | 21% | 0.04% | BNY Mellon ETF Investment Adviser, LLC |
| 17 | Nuveen Small Cap Blend Index Fund · TISBX, TRBIX, TRHBX, TRHWX cheaper | 21% | 0.00% | Teachers Advisors, LLC |
| 18 | BlackRock Advantage Small Cap Growth Fund · PSGIX, CSGEX cheaper | 21% | 0.46% | BlackRock Advisors, LLC |
| 19 | Small Cap Index Fund · VCSLX cheaper | 21% | 0.38% | The Variable Annuity Life Insurance Company |
| 20 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper | 21% | 0.00% | T. Rowe Price Associates, Inc. |
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