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 | Schwab Fundamental U.S. Small Company Index Fund · SFSNX | 94% | 0.25% | Charles Schwab Investment Management, Inc. |
| 2 | JNL/RAFI Fundamental U.S. Small Cap Fund diff. adviser | 52% | 0.32% | Jackson National Asset Management, LLC |
| 3 | Schwab U.S. Small-Cap ETF · SCHA cheaper | 45% | 0.04% | Charles Schwab Investment Management, Inc. |
| 4 | JNL/DFA U.S. Small Cap Fund diff. adviser | 43% | 0.63% | Jackson National Asset Management, LLC |
| 5 | SA U.S. Small Company Fund diff. adviser | 41% | 0.89% | Focus Partners Advisor Solutions, LLC |
| 6 | U.S. SMALL CAP PORTFOLIO · DFSTX diff. adviser | 40% | 0.27% | DIMENSIONAL FUND ADVISORS LP |
| 7 | Dimensional U.S. Small Cap ETF · DFAS diff. adviser | 40% | 0.26% | DIMENSIONAL FUND ADVISORS LP |
| 8 | Steward Values Enhanced Small-Mid Cap Fund · TRDFX, SCECX, SSMEX, SSMOX diff. adviser | 40% | 0.53% | Crossmark Global Investments, Inc. |
| 9 | LVIP SSGA Small-Cap Index Fund diff. adviser | 39% | 0.38% | Lincoln Financial Investments Corporation |
| 10 | Venerable Small Cap Index Fund diff. adviser | 39% | 0.45% | Venerable Investment Advisers, LLC |
| 11 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC cheaper diff. adviser | 39% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 12 | Small Cap Index Fund · VCSLX diff. adviser | 38% | 0.38% | The Variable Annuity Life Insurance Company |
| 13 | Penn Series Small Cap Index Fund diff. adviser | 38% | 0.71% | Penn Mutual Asset Management, LLC |
| 14 | EQ/Small Company Index Portfolio diff. adviser | 38% | 0.38% | Equitable Investment Management Group, LLC |
| 15 | Invesco RAFI US 1500 Small-Mid ETF · PRFZ diff. adviser | 38% | 0.34% | Invesco Capital Management LLC |
| 16 | Schwab Small-Cap Index Fund · SWSSX cheaper | 38% | 0.04% | Charles Schwab Investment Management, Inc. |
| 17 | VIP Extended Market Index Portfolio cheaper diff. adviser | 38% | 0.12% | Fidelity Management & Research Company LLC |
| 18 | SA Small Cap Index Portfolio diff. adviser | 38% | 0.41% | SunAmerica Asset Management, LLC |
| 19 | Fidelity ZERO Extended Market Index Fund · FZIPX cheaper diff. adviser | 38% | 0.00% | Fidelity Management & Research Company LLC |
| 20 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper diff. adviser | 38% | 0.00% | T. Rowe Price Associates, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.