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 Mid Cap Core AlphaDEX Fund · FNX cheaper | 39% | 0.62% | First Trust Advisors L.P. |
| 2 | iShares Morningstar Small-Cap Growth ETF · ISCG cheaper diff. adviser | 33% | 0.06% | BlackRock Fund Advisors |
| 3 | AVIP BlackRock Advantage Small Cap Growth Portfolio diff. adviser | 33% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 4 | MID-CAP GROWTH PROFUND · MGPIX, MGPSX diff. adviser | 32% | 1.78% | ProFund Advisors LLC |
| 5 | Transamerica T. Rowe Price Small Cap VP diff. adviser | 32% | 0.83% | Transamerica Asset Management, Inc. |
| 6 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX cheaper diff. adviser | 32% | 0.65% | T. Rowe Price Associates, Inc. |
| 7 | T.Rowe Price Small Cap Growth Portfolio cheaper diff. adviser | 31% | 0.51% | Brighthouse Investment Advisers, LLC |
| 8 | BlackRock Advantage Small Cap Growth Fund · PSGIX, CSGEX cheaper diff. adviser | 31% | 0.46% | BlackRock Advisors, LLC |
| 9 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG cheaper diff. adviser | 31% | 0.05% | The Vanguard Group, Inc. |
| 10 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX diff. adviser | 31% | 0.88% | MML Investment Advisers, LLC |
| 11 | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF · MDYG cheaper diff. adviser | 30% | 0.15% | SSGA Funds Management, Inc. |
| 12 | PROFUND VP MIDCAP GROWTH diff. adviser | 30% | 1.68% | ProFund Advisors LLC |
| 13 | iShares S&P Mid-Cap 400 Growth ETF · IJK cheaper diff. adviser | 30% | 0.17% | BlackRock Fund Advisors |
| 14 | First Trust Multi Cap Growth AlphaDEX Fund · FAD cheaper | 30% | 0.63% | First Trust Advisors L.P. |
| 15 | PD Small-Cap Growth Index Portfolio cheaper diff. adviser | 29% | 0.24% | Pacific Life Fund Advisors LLC |
| 16 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX cheaper diff. adviser | 29% | 0.52% | AQR Capital Management, LLc |
| 17 | Fidelity Small Cap Growth Index Fund · FECGX cheaper diff. adviser | 29% | 0.05% | Fidelity Management & Research Company LLC |
| 18 | VANGUARD SMALL-CAP GROWTH INDEX FUND · VISGX, VSGIX, VBK, VSGAX cheaper diff. adviser | 29% | 0.05% | The Vanguard Group, Inc. |
| 19 | U.S. Small Cap Growth Portfolio cheaper diff. adviser | 29% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
| 20 | VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND · VMFGX, IVOG cheaper diff. adviser | 28% | 0.03% | The Vanguard Group, Inc. |
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