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 Active Small Cap Value ETF · JPSV | 52% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 2 | JPMorgan Small Cap Growth Fund · OGGFX, JISGX, PGSGX, OSGCX, JSGZX, JGSMX, JGSVX, JGRQX, JGLYX | 51% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan Fundamental Data Science Small Core ETF · SCDS cheaper | 45% | 0.40% | J.P. Morgan Investment Management, Inc. |
| 4 | Multi-Manager Small Cap Equity Strategies Fund · CZMSX | 33% | 0.81% | — |
| 5 | JPMorgan U.S. Small Company Fund · JSCSX, JUSSX, JTUAX, JTUCX, JSCZX, JUSMX, JUSYX, JUSPX, JUSQX cheaper | 28% | 0.72% | J.P. Morgan Investment Management, Inc. |
| 6 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX cheaper diff. adviser | 28% | 0.65% | T. Rowe Price Associates, Inc. |
| 7 | Transamerica T. Rowe Price Small Cap VP diff. adviser | 28% | 0.83% | Transamerica Asset Management, Inc. |
| 8 | MassMutual Small Cap Growth Equity Fund · MMGEX, MSGLX, MSGNX, MSGSX, MSCYX, MSGZX, MSERX, MMNJX diff. adviser | 27% | 0.88% | MML Investment Advisers, LLC |
| 9 | T.Rowe Price Small Cap Growth Portfolio cheaper diff. adviser | 27% | 0.51% | Brighthouse Investment Advisers, LLC |
| 10 | Multi-Manager U.S. Small Cap Equity Fund · MMSMX diff. adviser | 27% | 0.80% | Goldman Sachs Asset Management, L.P. |
| 11 | Small Cap Growth Stock Portfolio cheaper diff. adviser | 26% | 0.56% | Mason Street Advisors, LLC |
| 12 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX cheaper diff. adviser | 26% | 0.65% | Hartford Funds Management Company, LLC |
| 13 | LVIP JPMorgan Small Cap Core Fund diff. adviser | 25% | 0.75% | Lincoln Financial Investments Corporation |
| 14 | SA Multi-Managed Small Cap Portfolio diff. adviser | 25% | 1.00% | SunAmerica Asset Management, LLC |
| 15 | PD Small-Cap Growth Index Portfolio cheaper diff. adviser | 25% | 0.24% | Pacific Life Fund Advisors LLC |
| 16 | MML Small Cap Growth Equity Fund diff. adviser | 25% | 1.08% | MML Investment Advisers, LLC |
| 17 | Fidelity Small Cap Growth Index Fund · FECGX cheaper diff. adviser | 25% | 0.05% | Fidelity Management & Research Company LLC |
| 18 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO · IJSIX, IJSSX, IJSTX, IJSAX, VPRSX diff. adviser | 25% | 0.88% | Voya Investments, LLC |
| 19 | iShares Russell 2000 Growth ETF · IWO cheaper diff. adviser | 24% | 0.24% | BlackRock Fund Advisors |
| 20 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 24% | 0.32% | — |
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