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 | Voya MI Dynamic Small Cap Fund · VYSGX, VYSDX, VYSAX, VYSZX, VYSYX, VYSEX cheaper | 89% | 0.00% | Voya Investments, LLC |
| 2 | Voya MI Dynamic SMID Cap Fund · VYMYX, VYMQX, VYMRX, VYMSX, VYMVX, VYMBX cheaper | 31% | 0.70% | Voya Investments, LLC |
| 3 | Nuveen Quant Small Cap Equity Fund · TISEX, TCSEX, TRSEX, TSRPX, TSCHX, TSCWX cheaper diff. adviser | 17% | 0.00% | Teachers Advisors, LLC |
| 4 | VIP Disciplined Small Cap Portfolio cheaper diff. adviser | 17% | 0.32% | Fidelity Management & Research Company LLC |
| 5 | Nuveen Life Small Cap Equity Fund · TLEQX cheaper diff. adviser | 17% | 0.53% | Teachers Advisors, LLC |
| 6 | Fidelity Enhanced Small Cap ETF · FESM cheaper diff. adviser | 17% | 0.28% | Fidelity Management & Research Company LLC |
| 7 | Principal U.S. Small-Cap ETF · PSC cheaper diff. adviser | 16% | 0.38% | Principal Global Investors, LLC |
| 8 | Voya VACS Index Series SC Portfolio · VVICX | 16% | — | Voya Investments, LLC |
| 9 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX cheaper diff. adviser | 16% | 0.52% | AQR Capital Management, LLc |
| 10 | VOYA INDEX PLUS SMALLCAP PORTFOLIO · IPSIX, IPSSX cheaper | 16% | 0.60% | Voya Investments, LLC |
| 11 | CVT Russell 2000 Small Cap Index Portfolio cheaper diff. adviser | 15% | 0.39% | Calvert Research and Management |
| 12 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO · IJSIX, IJSSX, IJSTX, IJSAX, VPRSX | 15% | 0.88% | Voya Investments, LLC |
| 13 | Allspring Disciplined Small Cap Fund · NVSOX, WSCOX, WSCJX, WDSAX cheaper diff. adviser | 15% | 0.50% | Allspring Funds Management, LLC |
| 14 | Schwab Small-Cap Equity Fund · SWSCX diff. adviser | 15% | 1.09% | Charles Schwab Investment Management, Inc. |
| 15 | SA Small Cap Index Portfolio cheaper diff. adviser | 15% | 0.41% | SunAmerica Asset Management, LLC |
| 16 | LVIP JPMorgan Small Cap Core Fund cheaper diff. adviser | 15% | 0.75% | Lincoln Financial Investments Corporation |
| 17 | Schwab Small-Cap Index Fund · SWSSX cheaper diff. adviser | 15% | 0.04% | Charles Schwab Investment Management, Inc. |
| 18 | Penn Series Small Cap Index Fund cheaper diff. adviser | 15% | 0.71% | Penn Mutual Asset Management, LLC |
| 19 | LVIP SSGA Small-Cap Index Fund cheaper diff. adviser | 14% | 0.38% | Lincoln Financial Investments Corporation |
| 20 | EQ/Small Company Index Portfolio cheaper diff. adviser | 14% | 0.38% | Equitable Investment Management Group, LLC |
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