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 | Columbia Research Enhanced Small Cap ETF · RESM | 48% | 0.32% | — |
| 2 | Penn Series Small Cap Index Fund diff. adviser | 44% | 0.71% | Penn Mutual Asset Management, LLC |
| 3 | LVIP SSGA Small-Cap Index Fund diff. adviser | 44% | 0.38% | Lincoln Financial Investments Corporation |
| 4 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF · GSSC cheaper diff. adviser | 44% | 0.20% | Goldman Sachs Asset Management, L.P. |
| 5 | EQ/Small Company Index Portfolio diff. adviser | 44% | 0.38% | Equitable Investment Management Group, LLC |
| 6 | Venerable Small Cap Index Fund diff. adviser | 44% | 0.45% | Venerable Investment Advisers, LLC |
| 7 | Schwab Small-Cap Index Fund · SWSSX cheaper diff. adviser | 43% | 0.04% | Charles Schwab Investment Management, Inc. |
| 8 | Small Cap Index Fund · VCSLX diff. adviser | 43% | 0.38% | The Variable Annuity Life Insurance Company |
| 9 | PD Small-Cap Value Index Portfolio cheaper diff. adviser | 43% | 0.28% | Pacific Life Fund Advisors LLC |
| 10 | Harbor AlphaEdge Small Cap Earners ETF · EBIT diff. adviser | 43% | 0.29% | Harbor Capital Advisors, Inc. |
| 11 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper diff. adviser | 43% | 0.00% | T. Rowe Price Associates, Inc. |
| 12 | SA Small Cap Index Portfolio diff. adviser | 42% | 0.41% | SunAmerica Asset Management, LLC |
| 13 | Fidelity Small Cap Value Index Fund · FISVX cheaper diff. adviser | 42% | 0.05% | Fidelity Management & Research Company LLC |
| 14 | CVT Russell 2000 Small Cap Index Portfolio diff. adviser | 42% | 0.39% | Calvert Research and Management |
| 15 | Voya VACS Index Series SC Portfolio · VVICX diff. adviser | 42% | — | Voya Investments, LLC |
| 16 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF · BBSC cheaper | 42% | 0.09% | J.P. Morgan Investment Management, Inc. |
| 17 | DWS Small Cap Index VIP diff. adviser | 42% | 0.38% | DWS Investment Management Americas, Inc. |
| 18 | BNY Mellon Smallcap Stock Index Fund · DISSX, DISIX cheaper diff. adviser | 42% | 0.25% | BNY Mellon Investment Adviser, Inc. |
| 19 | iShares Russell 2000 Value ETF · IWN cheaper diff. adviser | 42% | 0.24% | BlackRock Fund Advisors |
| 20 | ATM Small Cap Managed Volatility Portfolio diff. adviser | 42% | 0.61% | Equitable Investment Management Group, LLC |
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