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 Small Cap Value Portfolio diff. adviser | 96% | 0.77% | Brighthouse Investment Advisers, LLC |
| 2 | Small Cap Value Fund · VVSCX diff. adviser | 87% | 0.84% | The Variable Annuity Life Insurance Company |
| 3 | JPMorgan U.S. Small Company Fund · JSCSX, JUSSX, JTUAX, JTUCX, JSCZX, JUSMX, JUSYX, JUSPX, JUSQX cheaper | 60% | 0.72% | J.P. Morgan Investment Management, Inc. |
| 4 | LVIP JPMorgan Small Cap Core Fund diff. adviser | 58% | 0.75% | Lincoln Financial Investments Corporation |
| 5 | PD Small-Cap Value Index Portfolio cheaper diff. adviser | 52% | 0.28% | Pacific Life Fund Advisors LLC |
| 6 | Fidelity Small Cap Value Index Fund · FISVX cheaper diff. adviser | 51% | 0.05% | Fidelity Management & Research Company LLC |
| 7 | iShares Russell 2000 Value ETF · IWN cheaper diff. adviser | 51% | 0.24% | BlackRock Fund Advisors |
| 8 | VANGUARD RUSSELL 2000 VALUE INDEX FUND · VTWV, VRTVX cheaper diff. adviser | 49% | 0.05% | The Vanguard Group, Inc. |
| 9 | JPMorgan Diversified Return U.S. Small Cap Equity ETF · JPSE cheaper | 37% | 0.29% | J.P. Morgan Investment Management, Inc. |
| 10 | Columbia Research Enhanced Small Cap ETF · RESM cheaper | 36% | 0.32% | — |
| 11 | Penn Series Small Cap Index Fund cheaper diff. adviser | 36% | 0.71% | Penn Mutual Asset Management, LLC |
| 12 | LVIP SSGA Small-Cap Index Fund cheaper diff. adviser | 36% | 0.38% | Lincoln Financial Investments Corporation |
| 13 | EQ/Small Company Index Portfolio cheaper diff. adviser | 36% | 0.38% | Equitable Investment Management Group, LLC |
| 14 | Venerable Small Cap Index Fund cheaper diff. adviser | 35% | 0.45% | Venerable Investment Advisers, LLC |
| 15 | ATM Small Cap Managed Volatility Portfolio cheaper diff. adviser | 35% | 0.61% | Equitable Investment Management Group, LLC |
| 16 | SA Small Cap Index Portfolio cheaper diff. adviser | 35% | 0.41% | SunAmerica Asset Management, LLC |
| 17 | T. Rowe Price Small-Cap Index Fund · TRSYX, TRCSX, TRZIX cheaper diff. adviser | 35% | 0.00% | T. Rowe Price Associates, Inc. |
| 18 | Small Cap Index Fund · VCSLX cheaper diff. adviser | 35% | 0.38% | The Variable Annuity Life Insurance Company |
| 19 | EQ/2000 Managed Volatility Portfolio cheaper diff. adviser | 34% | 0.59% | Equitable Investment Management Group, LLC |
| 20 | SA Multi-Managed Small Cap Portfolio diff. adviser | 34% | 1.00% | SunAmerica Asset Management, LLC |
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