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 | First Trust Large Cap Growth AlphaDEX Fund · FTC cheaper | 49% | 0.58% | First Trust Advisors L.P. |
| 2 | First Trust Large Cap Core AlphaDEX Fund · FEX cheaper | 41% | 0.57% | First Trust Advisors L.P. |
| 3 | VANGUARD U.S. MOMENTUM FACTOR ETF · VFMO cheaper diff. adviser | 40% | 0.13% | The Vanguard Group, Inc. |
| 4 | VIP Extended Market Index Portfolio cheaper diff. adviser | 36% | 0.12% | Fidelity Management & Research Company LLC |
| 5 | Fidelity ZERO Extended Market Index Fund · FZIPX cheaper diff. adviser | 35% | 0.00% | Fidelity Management & Research Company LLC |
| 6 | VANGUARD SMALL-CAP GROWTH INDEX FUND · VISGX, VSGIX, VBK, VSGAX cheaper diff. adviser | 33% | 0.05% | The Vanguard Group, Inc. |
| 7 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX cheaper diff. adviser | 33% | 0.02% | The Vanguard Group, Inc. |
| 8 | iShares Russell Small/Mid-Cap Index Fund cheaper diff. adviser | 33% | 0.07% | BlackRock Advisors, LLC |
| 9 | Fidelity Extended Market Index Fund · FSMAX cheaper diff. adviser | 33% | 0.03% | Fidelity Management & Research Company LLC |
| 10 | iShares Morningstar Small-Cap Growth ETF · ISCG cheaper diff. adviser | 33% | 0.06% | BlackRock Fund Advisors |
| 11 | T. Rowe Price Extended Equity Market Index Fund · PEXMX cheaper diff. adviser | 33% | 0.24% | T. Rowe Price Associates, Inc. |
| 12 | Schwab U.S. Small-Cap ETF · SCHA cheaper diff. adviser | 32% | 0.04% | Charles Schwab Investment Management, Inc. |
| 13 | VANGUARD EXTENDED MARKET INDEX FUND · VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX cheaper diff. adviser | 32% | 0.02% | The Vanguard Group, Inc. |
| 14 | Longboard Fund · LONAX, LONGX diff. adviser | 31% | 1.99% | Longboard Asset Management, LP |
| 15 | SA Small Cap Index Portfolio cheaper diff. adviser | 31% | 0.41% | SunAmerica Asset Management, LLC |
| 16 | GuideMark Small/Mid Cap Core Fund · GMSMX, GISMX, GSMRX diff. adviser | 31% | 0.82% | AssetMark Inc. |
| 17 | PRAXIS SMALL CAP INDEX FUND · MMSCX, MMSIX cheaper diff. adviser | 31% | 0.44% | Everence Capital Management, Inc. |
| 18 | Barrons 400 ETF · BFOR diff. adviser | 31% | 0.65% | ALPS Advisors, Inc. |
| 19 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO · SSMHX cheaper diff. adviser | 30% | 0.02% | SSGA Funds Management, Inc. |
| 20 | Voya VACS Index Series SC Portfolio · VVICX diff. adviser | 30% | — | Voya Investments, LLC |
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