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/Mid Cap Growth Alpha ETF · JSMD | 56% | 0.30% | Janus Henderson Investors US LLC |
| 2 | PD Small-Cap Growth Index Portfolio cheaper diff. adviser | 25% | 0.24% | Pacific Life Fund Advisors LLC |
| 3 | Goldman Sachs Small Cap Growth Insights Fund · GSAOX, GSCOX, GSIOX, GSROX, GSTOX, GINUX, GSZPX diff. adviser | 25% | 0.83% | Goldman Sachs Asset Management, L.P. |
| 4 | Fidelity Small Cap Growth Index Fund · FECGX cheaper diff. adviser | 25% | 0.05% | Fidelity Management & Research Company LLC |
| 5 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND · VRTGX, VTWG cheaper diff. adviser | 24% | 0.05% | The Vanguard Group, Inc. |
| 6 | BlackRock Advantage Small Cap Growth Fund · PSGIX, CSGEX diff. adviser | 24% | 0.46% | BlackRock Advisors, LLC |
| 7 | iShares Russell 2000 Growth ETF · IWO cheaper diff. adviser | 24% | 0.24% | BlackRock Fund Advisors |
| 8 | Transamerica T. Rowe Price Small Cap VP diff. adviser | 24% | 0.83% | Transamerica Asset Management, Inc. |
| 9 | AVIP BlackRock Advantage Small Cap Growth Portfolio diff. adviser | 24% | 0.87% | CONSTELLATION INVESTMENTS INC |
| 10 | Franklin U.S. Small Cap Equity Fund · LMBAX, LMBCX, LGSCX, LMBRX, LMSIX, LMBMX diff. adviser | 23% | 0.75% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 11 | Schwab Small-Cap Equity Fund · SWSCX diff. adviser | 23% | 1.09% | Charles Schwab Investment Management, Inc. |
| 12 | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund · PRDSX, TQAIX, TQAAX diff. adviser | 23% | 0.65% | T. Rowe Price Associates, Inc. |
| 13 | T.Rowe Price Small Cap Growth Portfolio diff. adviser | 23% | 0.51% | Brighthouse Investment Advisers, LLC |
| 14 | Principal U.S. Small-Cap ETF · PSC diff. adviser | 22% | 0.38% | Principal Global Investors, LLC |
| 15 | Federated Hermes MDT Small Cap Growth Fund · QASGX, QCSGX, QISGX, QLSGX | 22% | 0.88% | — |
| 16 | Small Cap Growth Stock Portfolio diff. adviser | 22% | 0.56% | Mason Street Advisors, LLC |
| 17 | Neuberger Berman Small Cap Growth Fund · NBMIX, NBMOX, NBMVX, NBSMX, NSNAX, NSNCX, NSNRX, NSRSX diff. adviser | 22% | 0.81% | Neuberger Berman Investment Advisers LLC |
| 18 | HARTFORD SMALL CAP GROWTH HLS FUND · HISCX, HBSGX diff. adviser | 22% | 0.65% | Hartford Funds Management Company, LLC |
| 19 | First Trust Mid Cap Growth AlphaDEX Fund · FNY diff. adviser | 21% | 0.73% | First Trust Advisors L.P. |
| 20 | Fidelity Small Cap Growth Fund · FCPGX, FCAGX, FCCGX, FCTGX, FCIGX, FIDGX diff. adviser | 21% | 0.80% | Fidelity Management & Research Company LLC |
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