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 Small Cap Core AlphaDEX Fund · FYX cheaper | 41% | 0.58% | First Trust Advisors L.P. |
| 2 | WisdomTree U.S. SmallCap Quality Growth Fund · QSML cheaper diff. adviser | 24% | 0.38% | WisdomTree Asset Management, Inc. |
| 3 | SMALL-CAP GROWTH PROFUND · SGPIX, SGPSX diff. adviser | 23% | 1.78% | ProFund Advisors LLC |
| 4 | PROFUND VP SMALLCAP GROWTH diff. adviser | 23% | 1.68% | ProFund Advisors LLC |
| 5 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF · SLYG cheaper diff. adviser | 22% | 0.15% | SSGA Funds Management, Inc. |
| 6 | iShares S&P Small-Cap 600 Growth ETF · IJT cheaper diff. adviser | 22% | 0.18% | BlackRock Fund Advisors |
| 7 | VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND · VIOG cheaper diff. adviser | 21% | 0.08% | The Vanguard Group, Inc. |
| 8 | S&P SmallCap 600 Pure Growth Fund diff. adviser | 20% | 1.64% | Security Investors, LLC |
| 9 | S&P SmallCap 600 Pure Growth Fund · RYWAX, RYSGX, RYWCX diff. adviser | 20% | 1.55% | Security Investors, LLC |
| 10 | First Trust Multi Cap Growth AlphaDEX Fund · FAD cheaper | 20% | 0.63% | First Trust Advisors L.P. |
| 11 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF · BBSC cheaper diff. adviser | 20% | 0.09% | J.P. Morgan Investment Management, Inc. |
| 12 | WisdomTree U.S. SmallCap Fund · EES cheaper diff. adviser | 20% | 0.38% | WisdomTree Asset Management, Inc. |
| 13 | Driehaus Micro Cap Growth Fund · DMCRX diff. adviser | 19% | 1.37% | Driehaus Capital Management LLC |
| 14 | Avantis U.S. Small Cap Equity Fund · AVSBX, AVSCX cheaper | 19% | 0.00% | — |
| 15 | Small Company Fund · ASQIX, ASQAX, ASCQX, ASCRX, ASQCX, ASQGX cheaper diff. adviser | 19% | 0.65% | American Century Investment Management, Inc. |
| 16 | U.S. MICRO CAP PORTFOLIO · DFSCX cheaper diff. adviser | 18% | 0.41% | DIMENSIONAL FUND ADVISORS LP |
| 17 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 18% | 0.25% | — |
| 18 | First Trust Active Factor Small Cap ETF · AFSM | 18% | 0.75% | First Trust Advisors L.P. |
| 19 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX cheaper diff. adviser | 18% | 0.52% | AQR Capital Management, LLc |
| 20 | Nuveen Life Small Cap Equity Fund · TLEQX cheaper diff. adviser | 18% | 0.53% | Teachers Advisors, LLC |
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