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 | Goldman Sachs Small Cap Equity Insights Fund · GCSIX, GCSSX, GCSAX, GCSCX, GDSRX, GDSTX, GCSUX, GMAPX | 59% | 0.84% | Goldman Sachs Asset Management, L.P. |
| 2 | Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund cheaper | 52% | 0.81% | Goldman Sachs Asset Management, L.P. |
| 3 | PD Small-Cap Growth Index Portfolio cheaper diff. adviser | 48% | 0.24% | Pacific Life Fund Advisors LLC |
| 4 | Fidelity Small Cap Growth Index Fund · FECGX cheaper diff. adviser | 47% | 0.05% | Fidelity Management & Research Company LLC |
| 5 | NVIT GS Small Cap Equity Insights Fund diff. adviser | 47% | — | Nationwide Fund Advisors |
| 6 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG cheaper diff. adviser | 46% | 0.05% | The Vanguard Group, Inc. |
| 7 | iShares Russell 2000 Growth ETF · IWO cheaper diff. adviser | 46% | 0.24% | BlackRock Fund Advisors |
| 8 | BlackRock Advantage Small Cap Growth Fund · PSGIX, CSGEX cheaper diff. adviser | 43% | 0.46% | BlackRock Advisors, LLC |
| 9 | AVIP BlackRock Advantage Small Cap Growth Portfolio diff. adviser | 42% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 10 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX cheaper diff. adviser | 37% | 0.52% | AQR Capital Management, LLc |
| 11 | SA Small Cap Index Portfolio cheaper diff. adviser | 36% | 0.41% | SunAmerica Asset Management, LLC |
| 12 | Penn Series Small Cap Index Fund cheaper diff. adviser | 34% | 0.71% | Penn Mutual Asset Management, LLC |
| 13 | LVIP SSGA Small-Cap Index Fund cheaper diff. adviser | 34% | 0.38% | Lincoln Financial Investments Corporation |
| 14 | Nationwide Small Cap Index Fund · GMRAX, GMRCX, GMRIX, GMSRX, NWXRX cheaper diff. adviser | 34% | 0.26% | Nationwide Fund Advisors |
| 15 | EQ/Small Company Index Portfolio cheaper diff. adviser | 33% | 0.38% | Equitable Investment Management Group, LLC |
| 16 | Venerable Small Cap Index Fund cheaper diff. adviser | 33% | 0.45% | Venerable Investment Advisers, LLC |
| 17 | Small Cap Index Fund · VCSLX cheaper diff. adviser | 33% | 0.38% | The Variable Annuity Life Insurance Company |
| 18 | Schwab Small-Cap Index Fund · SWSSX cheaper diff. adviser | 33% | 0.04% | Charles Schwab Investment Management, Inc. |
| 19 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper diff. adviser | 33% | 0.00% | T. Rowe Price Associates, Inc. |
| 20 | DWS Small Cap Index VIP cheaper diff. adviser | 32% | 0.38% | DWS Investment Management Americas, Inc. |
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