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 | 1290 VT Micro Cap Portfolio diff. adviser | 53% | 0.90% | Equitable Investment Management Group, LLC |
| 2 | iShares Russell 2000 ETF · IWM cheaper | 26% | 0.19% | BlackRock Fund Advisors |
| 3 | iShares Russell 2000 Value ETF · IWN cheaper | 25% | 0.24% | BlackRock Fund Advisors |
| 4 | BlackRock Small Cap Index V.I. Fund cheaper diff. adviser | 24% | 0.22% | BlackRock Advisors, LLC |
| 5 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC cheaper diff. adviser | 24% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 6 | iShares Russell 2000 Growth ETF · IWO cheaper | 23% | 0.24% | BlackRock Fund Advisors |
| 7 | Master Small Cap Index Series diff. adviser | 23% | — | BlackRock Advisors, LLC |
| 8 | AQR Small Cap Momentum Style Fund · ASMOX, ASMNX, QSMRX cheaper diff. adviser | 22% | 0.52% | AQR Capital Management, LLc |
| 9 | ACUITAS US MICROCAP FUND · AFMCX diff. adviser | 20% | 1.50% | Acuitas Investments, LLC |
| 10 | Avantis U.S. Small Cap Equity ETF · AVSC cheaper | 20% | 0.25% | — |
| 11 | Omni Small-Cap Value Fund · BOSVX cheaper diff. adviser | 19% | 0.47% | Bridgeway Capital Management, LLC |
| 12 | Invesco Russell 2000 Dynamic Multifactor ETF · OMFS cheaper diff. adviser | 19% | 0.39% | Invesco Capital Management LLC |
| 13 | EA Bridgeway Omni Small-Cap Value ETF · BSVO cheaper diff. adviser | 18% | 0.45% | Empowered Funds, LLC d/b/a EA Advisers |
| 14 | iShares Blockchain and Tech ETF · IBLC cheaper | 18% | 0.47% | BlackRock Fund Advisors |
| 15 | PD Small-Cap Value Index Portfolio cheaper diff. adviser | 18% | 0.28% | Pacific Life Fund Advisors LLC |
| 16 | iShares Interest Rate Hedged Corporate Bond ETF · LQDH cheaper | 17% | 0.24% | BlackRock Fund Advisors |
| 17 | iShares Interest Rate Hedged High Yield Bond ETF · HYGH cheaper | 17% | 0.52% | BlackRock Fund Advisors |
| 18 | iShares Interest Rate Hedged Long-Term Corporate Bond ETF · IGBH cheaper | 17% | 0.14% | BlackRock Fund Advisors |
| 19 | iShares Inflation Hedged Corporate Bond ETF · LQDI cheaper | 17% | 0.18% | BlackRock Fund Advisors |
| 20 | BlackRock LifePath ESG Index 2030 Fund cheaper | 17% | 0.20% | BlackRock Fund Advisors |
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