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 | JPMorgan Small Cap Equity Fund · VSEIX, VSEAX, JSECX, JSERX, JSEZX, VSENX, JSEPX, JSEQX cheaper diff. adviser | 50% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 2 | LVIP JPMorgan Small Cap Core Fund cheaper diff. adviser | 48% | 0.75% | Lincoln Financial Investments Corporation |
| 3 | JPMorgan U.S. Small Company Fund · JSCSX, JUSSX, JTUAX, JTUCX, JSCZX, JUSMX, JUSYX, JUSPX, JUSQX cheaper diff. adviser | 47% | 0.72% | J.P. Morgan Investment Management, Inc. |
| 4 | SA Multi-Managed Small Cap Portfolio diff. adviser | 46% | 1.00% | SunAmerica Asset Management, LLC |
| 5 | Voya VACS Index Series SC Portfolio · VVICX | 40% | — | Voya Investments, LLC |
| 6 | JPMorgan SMID Cap Equity Fund · WOOPX, PECAX, ODMCX, WOOSX, WOOOX, WOOQX cheaper diff. adviser | 39% | 0.59% | J.P. Morgan Investment Management, Inc. |
| 7 | Penn Series Small Cap Index Fund cheaper diff. adviser | 39% | 0.71% | Penn Mutual Asset Management, LLC |
| 8 | LVIP SSGA Small-Cap Index Fund cheaper diff. adviser | 38% | 0.38% | Lincoln Financial Investments Corporation |
| 9 | Voya RussellTM Small Cap Index Portfolio · IRSIX, IIRSX, IRSSX, IRCIX cheaper | 38% | 0.15% | Voya Investments, LLC |
| 10 | EQ/Small Company Index Portfolio cheaper diff. adviser | 38% | 0.38% | Equitable Investment Management Group, LLC |
| 11 | Venerable Small Cap Index Fund cheaper diff. adviser | 38% | 0.45% | Venerable Investment Advisers, LLC |
| 12 | SA Small Cap Index Portfolio cheaper diff. adviser | 38% | 0.41% | SunAmerica Asset Management, LLC |
| 13 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper diff. adviser | 38% | 0.00% | T. Rowe Price Associates, Inc. |
| 14 | CVT Russell 2000 Small Cap Index Portfolio cheaper diff. adviser | 37% | 0.39% | Calvert Research and Management |
| 15 | DWS Small Cap Index VIP cheaper diff. adviser | 37% | 0.38% | DWS Investment Management Americas, Inc. |
| 16 | EQ/2000 Managed Volatility Portfolio cheaper diff. adviser | 37% | 0.59% | Equitable Investment Management Group, LLC |
| 17 | Schwab Small-Cap Index Fund · SWSSX cheaper diff. adviser | 37% | 0.04% | Charles Schwab Investment Management, Inc. |
| 18 | ATM Small Cap Managed Volatility Portfolio cheaper diff. adviser | 37% | 0.61% | Equitable Investment Management Group, LLC |
| 19 | Small Cap Index Fund · VCSLX cheaper diff. adviser | 37% | 0.38% | The Variable Annuity Life Insurance Company |
| 20 | Small-Cap Index Portfolio cheaper diff. adviser | 37% | 0.38% | Pacific Life Fund Advisors LLC |
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