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 | Strive Small-Cap ETF · STXK cheaper diff. adviser | 64% | 0.18% | Empowered Funds, LLC d/b/a EA Advisers |
| 2 | BNY Mellon US Small Cap Core Equity ETF · BKSE cheaper diff. adviser | 60% | 0.04% | BNY Mellon ETF Investment Adviser, LLC |
| 3 | Timothy Plan US Small Cap Core ETF · TPSC diff. adviser | 49% | 0.52% | Timothy Partners Ltd. |
| 4 | First Trust Mid Cap Core AlphaDEX Fund · FNX diff. adviser | 43% | 0.62% | First Trust Advisors L.P. |
| 5 | Schwab U.S. Small-Cap ETF · SCHA cheaper diff. adviser | 42% | 0.04% | Charles Schwab Investment Management, Inc. |
| 6 | Dimensional U.S. Small Cap ETF · DFAS cheaper diff. adviser | 41% | 0.26% | DIMENSIONAL FUND ADVISORS LP |
| 7 | Empower S&P Small Cap 600 Index Fund · MXISX, MXNSX, MXERX cheaper diff. adviser | 40% | 0.20% | Empower Capital Management, LLC |
| 8 | THRIVENT SMALL CAP INDEX PORTFOLIO cheaper diff. adviser | 40% | 0.24% | Thrivent Financial for Lutherans |
| 9 | AZL Small Cap Stock Index Fund cheaper diff. adviser | 40% | 0.34% | Allianz Investment Management LLC |
| 10 | JNL/DFA U.S. Small Cap Fund diff. adviser | 40% | 0.63% | Jackson National Asset Management, LLC |
| 11 | WisdomTree U.S. MidCap Fund · EZM cheaper diff. adviser | 40% | 0.38% | WisdomTree Asset Management, Inc. |
| 12 | VANGUARD TAX-MANAGED SMALL-CAP FUND · VTMSX, VTSIX cheaper diff. adviser | 40% | 0.03% | The Vanguard Group, Inc. |
| 13 | Index 600 Stock Portfolio cheaper diff. adviser | 39% | 0.27% | Mason Street Advisors, LLC |
| 14 | MOA SMALL CAP EQUITY INDEX FUND cheaper diff. adviser | 39% | 0.16% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 15 | Small Cap Stock Index Portfolio diff. adviser | 39% | 0.61% | BNY Mellon Investment Adviser, Inc. |
| 16 | JNL Small Cap Index Fund cheaper diff. adviser | 39% | 0.10% | Jackson National Asset Management, LLC |
| 17 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF · SPSM cheaper diff. adviser | 39% | 0.03% | SSGA Funds Management, Inc. |
| 18 | iShares Core S&P Small-Cap ETF · IJR cheaper diff. adviser | 38% | 0.06% | BlackRock Fund Advisors |
| 19 | Small Cap Index Trust · JAEWX, JESIX, JAJOX diff. adviser | 38% | 0.48% | John Hancock Variable Trust Advisers LLC |
| 20 | VANGUARD RUSSELL 2000 INDEX FUND · VRTIX, VTWO cheaper diff. adviser | 38% | 0.05% | The Vanguard Group, Inc. |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.