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 | LVIP JPMorgan Small Cap Core Fund diff. adviser | 94% | 0.75% | Lincoln Financial Investments Corporation |
| 2 | JPMorgan Small Cap Value Fund · PSOPX, PSOAX, OSVCX, JSVUX, JSVRX, JSVZX, JSVQX, JSVPX | 60% | 0.74% | J.P. Morgan Investment Management, Inc. |
| 3 | JPMorgan Small Cap Value Portfolio diff. adviser | 56% | 0.77% | Brighthouse Investment Advisers, LLC |
| 4 | Small Cap Value Fund · VVSCX diff. adviser | 52% | 0.84% | The Variable Annuity Life Insurance Company |
| 5 | LVIP SSGA Small-Cap Index Fund cheaper diff. adviser | 51% | 0.38% | Lincoln Financial Investments Corporation |
| 6 | Penn Series Small Cap Index Fund cheaper diff. adviser | 51% | 0.71% | Penn Mutual Asset Management, LLC |
| 7 | EQ/Small Company Index Portfolio cheaper diff. adviser | 51% | 0.38% | Equitable Investment Management Group, LLC |
| 8 | Venerable Small Cap Index Fund cheaper diff. adviser | 51% | 0.45% | Venerable Investment Advisers, LLC |
| 9 | ATM Small Cap Managed Volatility Portfolio cheaper diff. adviser | 51% | 0.61% | Equitable Investment Management Group, LLC |
| 10 | EQ/2000 Managed Volatility Portfolio cheaper diff. adviser | 50% | 0.59% | Equitable Investment Management Group, LLC |
| 11 | SA Small Cap Index Portfolio cheaper diff. adviser | 50% | 0.41% | SunAmerica Asset Management, LLC |
| 12 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper diff. adviser | 50% | 0.00% | T. Rowe Price Associates, Inc. |
| 13 | SA Multi-Managed Small Cap Portfolio diff. adviser | 50% | 1.00% | SunAmerica Asset Management, LLC |
| 14 | Small Cap Index Fund · VCSLX cheaper diff. adviser | 50% | 0.38% | The Variable Annuity Life Insurance Company |
| 15 | Voya VACS Index Series SC Portfolio · VVICX diff. adviser | 49% | — | Voya Investments, LLC |
| 16 | CVT Russell 2000 Small Cap Index Portfolio cheaper diff. adviser | 49% | 0.39% | Calvert Research and Management |
| 17 | DWS Small Cap Index VIP cheaper diff. adviser | 49% | 0.38% | DWS Investment Management Americas, Inc. |
| 18 | Schwab Small-Cap Index Fund · SWSSX cheaper diff. adviser | 49% | 0.04% | Charles Schwab Investment Management, Inc. |
| 19 | Small-Cap Index Portfolio cheaper diff. adviser | 49% | 0.38% | Pacific Life Fund Advisors LLC |
| 20 | NVIT Small Cap Index Fund cheaper diff. adviser | 49% | 0.25% | Nationwide Fund Advisors |
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