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 | Janus Henderson Small Cap Growth Alpha ETF · JSML | 56% | 0.30% | Janus Henderson Investors US LLC |
| 2 | Janus Henderson Mid Cap Growth Alpha ETF · JMID | 23% | 0.30% | Janus Henderson Investors US LLC |
| 3 | Small Company Fund · ASQIX, ASQAX, ASCQX, ASCRX, ASQCX, ASQGX diff. adviser | 21% | 0.65% | American Century Investment Management, Inc. |
| 4 | Transamerica T. Rowe Price Small Cap VP diff. adviser | 21% | 0.83% | Transamerica Asset Management, Inc. |
| 5 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX diff. adviser | 21% | 0.65% | T. Rowe Price Associates, Inc. |
| 6 | Principal U.S. Small-Cap ETF · PSC diff. adviser | 21% | 0.38% | Principal Global Investors, LLC |
| 7 | T.Rowe Price Small Cap Growth Portfolio diff. adviser | 20% | 0.51% | Brighthouse Investment Advisers, LLC |
| 8 | Fidelity SAI Small-Mid Cap Momentum Index Fund · FZFLX cheaper diff. adviser | 19% | 0.05% | Fidelity Management & Research Company LLC |
| 9 | First Trust Mid Cap Growth AlphaDEX Fund · FNY diff. adviser | 19% | 0.73% | First Trust Advisors L.P. |
| 10 | Allspring Disciplined Small Cap Fund · NVSOX, WSCOX, WSCJX, WDSAX diff. adviser | 19% | 0.50% | Allspring Funds Management, LLC |
| 11 | Franklin U.S. Small Cap Equity Fund · LMBAX, LMBCX, LGSCX, LMBRX, LMSIX, LMBMX diff. adviser | 19% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 12 | Putnam VT Small Cap Growth Fund diff. adviser | 19% | 0.88% | Putnam Investment Management, LLC |
| 13 | Schwab Small-Cap Equity Fund · SWSCX diff. adviser | 19% | 1.09% | Charles Schwab Investment Management, Inc. |
| 14 | First Trust SMID Growth Strength ETF · FSGS diff. adviser | 19% | 0.61% | First Trust Advisors L.P. |
| 15 | AVIP BlackRock Advantage Small Cap Growth Portfolio diff. adviser | 18% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 16 | Putnam Small Cap Growth Fund · PNSAX, PNSBX, PSGRX diff. adviser | 18% | 0.76% | Putnam Investment Management, LLC |
| 17 | S&P SmallCap 600 Pure Growth Fund diff. adviser | 18% | 1.64% | Security Investors, LLC |
| 18 | S&P SmallCap 600 Pure Growth Fund · RYWAX, RYSGX, RYWCX diff. adviser | 18% | 1.55% | Security Investors, LLC |
| 19 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG cheaper diff. adviser | 18% | 0.05% | The Vanguard Group, Inc. |
| 20 | PD Small-Cap Growth Index Portfolio cheaper diff. adviser | 18% | 0.24% | Pacific Life Fund Advisors LLC |
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