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 | VIP Extended Market Index Portfolio | 92% | 0.12% | Fidelity Management & Research Company LLC |
| 2 | iShares Russell Small/Mid-Cap Index Fund diff. adviser | 82% | 0.07% | BlackRock Advisors, LLC |
| 3 | Fidelity Extended Market Index Fund · FSMAX | 79% | 0.03% | Fidelity Management & Research Company LLC |
| 4 | Victory Extended Market Index Fund · USMIX diff. adviser | 76% | 0.35% | Victory Capital Management Inc. |
| 5 | iShares Morningstar Small-Cap ETF · ISCB diff. adviser | 75% | 0.04% | BlackRock Fund Advisors |
| 6 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO · SSMHX diff. adviser | 71% | 0.02% | SSGA Funds Management, Inc. |
| 7 | VANGUARD EXTENDED MARKET INDEX FUND · VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX diff. adviser | 70% | 0.02% | The Vanguard Group, Inc. |
| 8 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX diff. adviser | 70% | 0.02% | The Vanguard Group, Inc. |
| 9 | T. Rowe Price Extended Equity Market Index Fund · PEXMX diff. adviser | 70% | 0.24% | T. Rowe Price Associates, Inc. |
| 10 | SIIT EXTENDED MARKET INDEX FUND · SMXAX diff. adviser | 63% | 0.20% | SEI INVESTMENTS MANAGEMENT Corporation |
| 11 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · BBMC diff. adviser | 58% | 0.07% | J.P. Morgan Investment Management, Inc. |
| 12 | JNL/DFA U.S. Small Cap Fund diff. adviser | 57% | 0.63% | Jackson National Asset Management, LLC |
| 13 | Fidelity Flex Mid Cap Index Fund · FLAPX | 57% | 0.00% | Fidelity Management & Research Company LLC |
| 14 | SA U.S. Small Company Fund diff. adviser | 56% | 0.89% | Focus Partners Advisor Solutions, LLC |
| 15 | U.S. SMALL CAP PORTFOLIO · DFSTX diff. adviser | 56% | 0.27% | DIMENSIONAL FUND ADVISORS LP |
| 16 | Schwab U.S. Small-Cap ETF · SCHA diff. adviser | 55% | 0.04% | Charles Schwab Investment Management, Inc. |
| 17 | iShares ESG Aware MSCI USA Small-Cap ETF · ESML diff. adviser | 55% | 0.17% | BlackRock Fund Advisors |
| 18 | iShares MSCI World Small-Cap ETF · WSML diff. adviser | 53% | 0.30% | BlackRock Fund Advisors |
| 19 | Dimensional U.S. Small Cap ETF · DFAS diff. adviser | 53% | 0.26% | DIMENSIONAL FUND ADVISORS LP |
| 20 | Schwab U.S. Mid-Cap ETF · SCHM diff. adviser | 53% | 0.04% | Charles Schwab Investment Management, Inc. |
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