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 | iShares Russell Small/Mid-Cap Index Fund cheaper diff. adviser | 54% | 0.07% | BlackRock Advisors, LLC |
| 2 | VIP Extended Market Index Portfolio cheaper diff. adviser | 52% | 0.12% | Fidelity Management & Research Company LLC |
| 3 | Fidelity ZERO Extended Market Index Fund · FZIPX cheaper diff. adviser | 52% | 0.00% | Fidelity Management & Research Company LLC |
| 4 | SA U.S. Small Company Fund diff. adviser | 49% | 0.89% | Focus Partners Advisor Solutions, LLC |
| 5 | VANGUARD SMALL-CAP INDEX FUND · NAESX, VSMAX, VSCIX, VB, VSCPX cheaper diff. adviser | 46% | 0.02% | The Vanguard Group, Inc. |
| 6 | JNL/DFA U.S. Small Cap Fund cheaper diff. adviser | 46% | 0.63% | Jackson National Asset Management, LLC |
| 7 | Fidelity Small-Mid Multifactor ETF · FSMD cheaper diff. adviser | 45% | 0.15% | Fidelity Management & Research Company LLC |
| 8 | T. Rowe Price Extended Equity Market Index Fund · PEXMX cheaper diff. adviser | 45% | 0.24% | T. Rowe Price Associates, Inc. |
| 9 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO · SSMHX cheaper diff. adviser | 45% | 0.02% | SSGA Funds Management, Inc. |
| 10 | Fidelity Extended Market Index Fund · FSMAX cheaper diff. adviser | 45% | 0.03% | Fidelity Management & Research Company LLC |
| 11 | iShares Morningstar Small-Cap ETF · ISCB cheaper diff. adviser | 43% | 0.04% | BlackRock Fund Advisors |
| 12 | U.S. SMALL CAP PORTFOLIO · DFSTX cheaper diff. adviser | 43% | 0.27% | DIMENSIONAL FUND ADVISORS LP |
| 13 | iShares U.S. Small-Cap Equity Factor ETF · SMLF cheaper diff. adviser | 43% | 0.15% | BlackRock Fund Advisors |
| 14 | Victory Extended Market Index Fund · USMIX cheaper diff. adviser | 43% | 0.35% | Victory Capital Management Inc. |
| 15 | VANGUARD EXTENDED MARKET INDEX FUND · VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX cheaper diff. adviser | 43% | 0.02% | The Vanguard Group, Inc. |
| 16 | BlackRock Advantage SMID Cap Fund, Inc. cheaper diff. adviser | 42% | 0.43% | BlackRock Advisors, LLC |
| 17 | Dimensional U.S. Small Cap ETF · DFAS cheaper diff. adviser | 41% | 0.26% | DIMENSIONAL FUND ADVISORS LP |
| 18 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · BBMC cheaper diff. adviser | 41% | 0.07% | J.P. Morgan Investment Management, Inc. |
| 19 | Schwab U.S. Mid-Cap ETF · SCHM cheaper diff. adviser | 41% | 0.04% | Charles Schwab Investment Management, Inc. |
| 20 | BlackRock Advantage SMID Cap V.I. Fund cheaper diff. adviser | 40% | 0.55% | BlackRock Advisors, LLC |
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