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 | Transamerica T. Rowe Price Small Cap VP cheaper diff. adviser | 15% | 0.83% | Transamerica Asset Management, Inc. |
| 2 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX cheaper diff. adviser | 14% | 0.65% | T. Rowe Price Associates, Inc. |
| 3 | Principal U.S. Small-Cap ETF · PSC cheaper diff. adviser | 14% | 0.38% | Principal Global Investors, LLC |
| 4 | iShares MSCI USA Small-Cap Min Vol Factor ETF · SMMV cheaper diff. adviser | 14% | 0.20% | BlackRock Fund Advisors |
| 5 | Horizon Small/Mid Cap Core Equity ETF cheaper | 14% | 0.75% | — |
| 6 | T.Rowe Price Small Cap Growth Portfolio cheaper diff. adviser | 14% | 0.51% | Brighthouse Investment Advisers, LLC |
| 7 | T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund · TQSMX, TQSAX, TQSIX cheaper diff. adviser | 14% | 0.69% | T. Rowe Price Associates, Inc. |
| 8 | Horizon Multi-Factor Small/Mid Cap Fund · HSMIX, HSMNX, HSMBX diff. adviser | 14% | 0.97% | HORIZON INVESTMENTS LLC. |
| 9 | U.S. Small Cap Growth Portfolio cheaper diff. adviser | 14% | 0.31% | DIMENSIONAL FUND ADVISORS LP |
| 10 | Fidelity Small-Mid Multifactor ETF · FSMD cheaper diff. adviser | 14% | 0.15% | Fidelity Management & Research Company LLC |
| 11 | State Street SPDR S&P MidCap 400SM ETF Trust | 13% | — | — |
| 12 | Index 400 Stock Portfolio cheaper diff. adviser | 13% | 0.24% | Mason Street Advisors, LLC |
| 13 | LVIP SSGA Mid-Cap Index Fund cheaper diff. adviser | 13% | 0.35% | Lincoln Financial Investments Corporation |
| 14 | Mid Cap Index Fund · VMIDX cheaper diff. adviser | 13% | 0.35% | The Variable Annuity Life Insurance Company |
| 15 | SA Mid Cap Index Portfolio cheaper diff. adviser | 13% | 0.36% | SunAmerica Asset Management, LLC |
| 16 | Intech S&p Small-mid Cap Diversified Alpha ETF · SMDX cheaper | 13% | 0.35% | — |
| 17 | EQ/Mid Cap Index Portfolio cheaper diff. adviser | 13% | 0.39% | Equitable Investment Management Group, LLC |
| 18 | Columbia Mid Cap Index Fund · NTIAX, NMPAX, CPXRX, CMDYX cheaper diff. adviser | 13% | 0.20% | Columbia Management Investment Advisers, LLC |
| 19 | MOA MID CAP EQUITY INDEX FUND cheaper diff. adviser | 13% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 20 | Franklin U.S. Small Cap Multifactor Index ETF · FLQS cheaper diff. adviser | 13% | 0.35% | Franklin Advisory Services, LLC |
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