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 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 32% | 0.25% | — |
| 2 | JPMorgan Diversified Return U.S. Small Cap Equity ETF · JPSE cheaper diff. adviser | 32% | 0.29% | J.P. Morgan Investment Management, Inc. |
| 3 | Timothy Plan US Small Cap Core ETF · TPSC cheaper diff. adviser | 32% | 0.52% | Timothy Partners Ltd. |
| 4 | VANGUARD TAX-MANAGED SMALL-CAP FUND · VTMSX, VTSIX cheaper diff. adviser | 31% | 0.03% | The Vanguard Group, Inc. |
| 5 | Avantis U.S. Small Cap Equity Fund · AVSBX, AVSCX cheaper | 31% | 0.00% | — |
| 6 | S&P SmallCap Index Fund · SMCIX, SMLKX diff. adviser | 31% | 0.86% | CCM Partners, LP. dba Shelton Capital Management |
| 7 | VANGUARD S&P SMALL-CAP 600 INDEX FUND · VIOO, VSMSX cheaper diff. adviser | 31% | 0.03% | The Vanguard Group, Inc. |
| 8 | Schwab Fundamental U.S. Small Company ETF · FNDA cheaper diff. adviser | 31% | 0.25% | Charles Schwab Investment Management, Inc. |
| 9 | VANGUARD RUSSELL 2000 VALUE INDEX FUND · VTWV, VRTVX cheaper diff. adviser | 31% | 0.05% | The Vanguard Group, Inc. |
| 10 | AZL Small Cap Stock Index Fund cheaper diff. adviser | 31% | 0.34% | Allianz Investment Management LLC |
| 11 | iShares ESG Select Screened S&P Small-Cap ETF · XJR cheaper diff. adviser | 30% | 0.12% | BlackRock Fund Advisors |
| 12 | Index 600 Stock Portfolio cheaper diff. adviser | 30% | 0.27% | Mason Street Advisors, LLC |
| 13 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 30% | 0.32% | — |
| 14 | Columbia Small Cap Index Fund · NMSAX, NMSCX, CXXRX, CSPYX cheaper diff. adviser | 30% | 0.20% | Columbia Management Investment Advisers, LLC |
| 15 | SmallCap S&P 600 Index Fund · PSSMX, PSSPX, PSSIX, PSSJX, PSPIX cheaper diff. adviser | 30% | 0.17% | Principal Global Investors, LLC |
| 16 | Small Cap Stock Index Portfolio diff. adviser | 30% | 0.61% | BNY Mellon Investment Adviser, Inc. |
| 17 | MOA SMALL CAP EQUITY INDEX FUND cheaper diff. adviser | 30% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 18 | Empower S&P Small Cap 600 Index Fund · MXISX, MXNSX, MXERX cheaper diff. adviser | 30% | 0.20% | Empower Capital Management, LLC |
| 19 | THRIVENT SMALL CAP INDEX PORTFOLIO cheaper diff. adviser | 30% | 0.24% | Thrivent Financial for Lutherans |
| 20 | BNY Mellon Smallcap Stock Index Fund · DISSX, DISIX cheaper diff. adviser | 30% | 0.25% | BNY Mellon Investment Adviser, Inc. |
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